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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$366K -$13.3K -216 -3%
Cerity Partners
102
Cerity Partners
New York
$359K +$12.1K +200 +3%
CA
103
CoreCap Advisors
Michigan
$359K -$124K -2,039 -26%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$357K +$65.1K +1,074 +22%
HIM
105
Hotaling Investment Management
Pennsylvania
$357K
PCM
106
Passive Capital Management
Maryland
$355K +$1.03K +17 +0.3%
PA
107
Parallel Advisors
California
$352K +$230K +3,800 +190%
PAS
108
Park Avenue Securities
New York
$342K +$10.6K +175 +3%
APW
109
Aurora Private Wealth
New Jersey
$332K +$2.42K +40 +0.7%
VWA
110
V Wealth Advisors
Kansas
$330K -$123K -2,033 -27%
IAS
111
Insigneo Advisory Services
Florida
$327K +$327K +5,396 New
EP
112
EPIQ Partners
Minnesota
$321K -$72.8K -1,200 -18%
LWAC
113
Laurel Wealth Advisors (California)
California
$299K -$49.9K -824 -14%
ASN
114
Advisory Services Network
Georgia
$297K -$190K -3,130 -39%
BMWM
115
Brown Miller Wealth Management
Virginia
$288K -$71.4K -1,178 -20%
AWS
116
Atria Wealth Solutions
New York
$286K +$27.3K +450 +11%
BMCM
117
Burns Matteson Capital Management
New York
$279K +$36.6K +604 +15%
IA
118
IFP Advisors
Florida
$276K -$32K -351 -10%
PAG
119
Private Advisory Group
Washington
$275K
BAG
120
Bridgewealth Advisory Group
California
$273K +$273K +4,503 New
CAM
121
Crestone Asset Management
Colorado
$265K +$265K +4,368 New
HIM
122
Hanlon Investment Management
New Jersey
$264K +$264K +4,361 New
GWM
123
Geneos Wealth Management
Colorado
$258K +$21.2K +350 +9%
CIA
124
Compass Ion Advisors
Pennsylvania
$254K
RCAG
125
Rehmann Capital Advisory Group
Michigan
$240K