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WisdomTree US Total Dividend Fund
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Overview Fund Activity

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
Wells Fargo
3
Wells Fargo
California
$29.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$327K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$399K
3
Creative Planning
3
Creative Planning
Kansas
$2.08M
4
AT
4
American Trust
Kentucky
$0
5
WWM
5
Windsor Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$306K 5,287 +1,290 +32%
LWAC
102
Laurel Wealth Advisors (California)
California
$301K 5,192 +906 +21%
PAG
103
Private Advisory Group
Washington
$299K 5,169 +348 +7%
BPA
104
Beacon Pointe Advisors
California
$292K 5,033 – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$291K 5,035 -547 -10%
PAS
106
Park Avenue Securities
New York
$282K 4,874 +637 +15%
MIM
107
Moseley Investment Management
Florida
$250K 4,320 – –
ACA
108
Atlas Capital Advisors
Wyoming
$246K 4,250 +4,250 New
CIA
109
Compass Ion Advisors
Pennsylvania
$243K 4,190 – –
TCWM
110
Total Clarity Wealth Management
Illinois
$243K 4,198 +4,198 New
WPW
111
Waldron Private Wealth
Pennsylvania
$242K 4,184 – –
IAN
112
Integrated Advisors Network
Texas
$233K 4,032 – –
IA
113
IFP Advisors
Florida
$233K 2,558 – –
EH
114
Equitable Holdings
New York
$232K 4,004 -95 -2%
AWS
115
Atria Wealth Solutions
New York
$229K 3,946 -4,036 -51%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$229K 3,954 – –
AWM
117
Altium Wealth Management
New York
$223K 3,856 +3,856 New
TPWA
118
TRUE Private Wealth Advisors
Oregon
$219K 3,786 – –
MHS
119
M Holdings Securities
Oregon
$217K 3,743 -80 -2%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$208K 3,599 +1,215 +51%
KFI
121
Key Financial Inc
Pennsylvania
$205K 3,505 +32 +0.9%
MML Investors Services
122
MML Investors Services
Massachusetts
$204K 3,517 +201 +6%
CFD
123
Creative Financial Designs
Indiana
$155K 2,680 -14 -0.5%
BFPW
124
BOK Financial Private Wealth
Colorado
$152K 2,620 +2,620 New
CA
125
Clearstead Advisors
Ohio
$147K 2,544 – –
3 4
5
6 7