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WisdomTree US Total Dividend Fund
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Overview Fund Activity

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
AWM
2
AE Wealth Management
Kansas
$3.98M
3
Bank of America
3
Bank of America
North Carolina
$76.5M
4
SFS
4
Sowell Financial Services
Arkansas
$1.21M
5
Jane Street
5
Jane Street
New York
$1.34M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$965K
3
SPC
3
Sigma Planning Corp
Michigan
$628K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
101
Libra Wealth
California
$275K +$275K +5,620 New
PAG
102
Private Advisory Group
Washington
$271K +$271K +4,184 New
WPW
103
Waldron Private Wealth
Pennsylvania
$270K – – –
EH
104
Equitable Holdings
New York
$269K +$259 +4 +0.1%
IAN
105
Integrated Advisors Network
Texas
$261K – – –
BBW
106
Blue Barn Wealth
Utah
$261K +$1.36K +21 +0.5%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$256K – – –
LA
108
Latitude Advisors
Florida
$255K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$248K -$147K -2,279 -37%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$245K – – –
BRWA
111
B. Riley Wealth Advisors
Florida
$232K – – –
AFG
112
Allegheny Financial Group
Pennsylvania
$226K +$1.42K +22 +0.6%
KFI
113
Key Financial Inc
Pennsylvania
$225K +$1.3K +20 +0.6%
WWM
114
Windsor Wealth Management
Indiana
$223K – – –
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$218K -$79.4K -1,224 -27%
MML Investors Services
116
MML Investors Services
Massachusetts
$214K +$214K +3,304 New
Stifel Financial
117
Stifel Financial
Missouri
$213K -$108K -1,673 -34%
AA
118
AlphaMark Advisors
Kentucky
$192K -$12.8K -198 -6%
CA
119
Clearstead Advisors
Ohio
$165K -$1.3K -20 -0.8%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$155K -$7.41K -114 -5%
PA
121
Parallel Advisors
California
$129K – – –
CFD
122
Creative Financial Designs
Indiana
$126K -$8.29K -128 -6%
SCA
123
Stonebridge Capital Advisors
Minnesota
$117K – – –
IA
124
IFP Advisors
Florida
$112K – – –
BFG
125
Baron Financial Group
New Jersey
$93.9K – – –
3 4
5
6 7