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WisdomTree US Total Dividend Fund
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Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.11M
2
RWA
2
Rooted Wealth Advisors
Illinois
$504K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$921K
4
Jane Street
4
Jane Street
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$377K 6,259 -81 -1%
BPA
102
Beacon Pointe Advisors
California
$369K 6,133 – –
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$368K 6,119 – –
GFS
104
GYL Financial Synergies
Connecticut
$354K 5,880 – –
WIC
105
Willis Investment Counsel
Georgia
$348K 5,781 – –
RWM
106
Revisor Wealth Management
Ohio
$347K 5,772 +5,772 New
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$340K 5,644 +5,392 +2,140%
BAM
108
Belpointe Asset Management
Nevada
$331K 5,498 -50 -0.9%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$327K 5,432 -243 -4%
EP
110
Essential Planning
New Hampshire
$325K 5,399 -338 -6%
IAS
111
Insigneo Advisory Services
Florida
$325K 5,396 – –
IGWM
112
ICA Group Wealth Management
Colorado
$323K 5,385 -608 -10%
CFD
113
Creative Financial Designs
Indiana
$321K 5,337 +899 +20%
SAG
114
SageView Advisory Group
California
$314K 5,219 -2,917 -36%
KFI
115
Key Financial Inc
Pennsylvania
$313K 5,200 -153 -3%
CA
116
Clearstead Advisors
Ohio
$306K 5,088 +2,544 +100%
OPPS
117
Obsidian Personal Planning Solutions
Maryland
$301K 5,010 – –
EP
118
EPIQ Partners
Minnesota
$277K 4,600 – –
BCM
119
Brookstone Capital Management
Illinois
$263K 4,397 +4,397 New
Cerity Partners
120
Cerity Partners
New York
$260K 4,324 -1,600 -27%
GWM
121
Geneos Wealth Management
Colorado
$256K 4,250 – –
CIA
122
Compass Ion Advisors
Pennsylvania
$252K 4,190 – –
CA
123
CoreCap Advisors
Michigan
$243K 4,041 -1,277 -24%
CAM
124
Crestone Asset Management
Colorado
$241K 4,000 – –
RCAG
125
Rehmann Capital Advisory Group
Michigan
$238K 3,954 – –
3 4
5
6 7