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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$367K 5,914 -2,593 -30%
GFS
102
GYL Financial Synergies
Connecticut
$365K 5,880 +5,880 New
WIC
103
Willis Investment Counsel
Georgia
$359K 5,781 -265 -4%
EP
104
Essential Planning
New Hampshire
$356K 5,737 -677 -11%
FTUS
105
Flow Traders U.S.
New York
$353K 5,685 +170 +3%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$352K 5,675 -413 -7%
BAM
107
Belpointe Asset Management
Nevada
$344K 5,548 -1,232 -18%
VWA
108
V Wealth Advisors
Kansas
$341K 5,495 +24 +0.4%
IAS
109
Insigneo Advisory Services
Florida
$335K 5,396 – –
KFI
110
Key Financial Inc
Pennsylvania
$332K 5,353 +20 +0.4%
CA
111
CoreCap Advisors
Michigan
$330K 5,318 +5,318 New
OPPS
112
Obsidian Personal Planning Solutions
Maryland
$311K 5,010 – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$300K 4,833 -468 -9%
EP
114
EPIQ Partners
Minnesota
$286K 4,600 – –
CFD
115
Creative Financial Designs
Indiana
$276K 4,438 +2,177 +96%
GWM
116
Geneos Wealth Management
Colorado
$264K 4,250 – –
CIA
117
Compass Ion Advisors
Pennsylvania
$260K 4,190 – –
WPW
118
Waldron Private Wealth
Pennsylvania
$260K 4,184 – –
APW
119
Aurora Private Wealth
New Jersey
$254K 4,098 -1,340 -25%
CAM
120
Crestone Asset Management
Colorado
$248K 4,000 -368 -8%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$246K 3,954 – –
TPWA
122
TRUE Private Wealth Advisors
Oregon
$235K 3,787 – –
SFA
123
Sequoia Financial Advisors
Ohio
$231K 3,726 +13 +0.4%
KFA
124
Kapstone Financial Advisors
Ohio
$224K 3,500 – –
Stifel Financial
125
Stifel Financial
Missouri
$222K 3,575 -1,027 -22%
3 4
5
6 7