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WisdomTree US Total Dividend Fund
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Overview Fund Activity

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.6M
2
Bank of America
2
Bank of America
North Carolina
$83.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.93M
4
AIA
4
Arrow Investment Advisors
Maryland
$4.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$65K
3
6F
3
626 Financial
Michigan
$19.6M
4
PFG
4
Pinnacle Financial Group
Illinois
$16.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$308K 4,764 -250 -5%
MSAM
102
Moloney Securities Asset Management
Missouri
$289K 4,480 +35 +0.8%
MIM
103
Moseley Investment Management
Florida
$279K 4,320 -3,790 -47%
LWAC
104
Laurel Wealth Advisors (California)
California
$277K 4,286 +8 +0.2%
PAS
105
Park Avenue Securities
New York
$274K 4,237 -289 -6%
LW
106
Libra Wealth
California
$274K 5,667 +47 +0.8%
CIA
107
Compass Ion Advisors
Pennsylvania
$271K 4,190 +4,190 New
WPW
108
Waldron Private Wealth
Pennsylvania
$270K 4,184 – –
EH
109
Equitable Holdings
New York
$265K 4,099 -61 -1%
IAN
110
Integrated Advisors Network
Texas
$260K 4,032 – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$258K 3,997 +164 +4%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$255K 3,954 – –
MHS
113
M Holdings Securities
Oregon
$247K 3,823 +3,823 New
TPWA
114
TRUE Private Wealth Advisors
Oregon
$241K 3,786 – –
IA
115
IFP Advisors
Florida
$233K 2,558 +838 +49%
BRWA
116
B. Riley Wealth Advisors
Florida
$231K 3,578 – –
KFI
117
Key Financial Inc
Pennsylvania
$224K 3,473 +5 +0.1%
NFG
118
Nations Financial Group
Iowa
$216K 3,344 +3,344 New
AFG
119
Allegheny Financial Group
Pennsylvania
$214K 3,311 -187 -5%
MML Investors Services
120
MML Investors Services
Massachusetts
$214K 3,316 +12 +0.4%
Goldman Sachs
121
Goldman Sachs
New York
$210K 3,248 -6,482 -67%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$208K 3,220 -140 -4%
MCC
123
Money Concepts Capital
Florida
$197K 3,044 +3,044 New
CFD
124
Creative Financial Designs
Indiana
$174K 2,694 +748 +38%
CA
125
Clearstead Advisors
Ohio
$164K 2,544 – –
3 4
5
6 7