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WisdomTree US Total Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$3.56M
4
BCM
4
Brookstone Capital Management
Illinois
$3.13M
5
AI
5
Arvest Investments
Arkansas
$2.39M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$400K 6,119 – –
SAW
102
Signal Advisors Wealth
Michigan
$389K 5,947 +5,947 New
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$389K 5,943 -511 -8%
Cerity Partners
104
Cerity Partners
New York
$388K 5,924 +1,600 +37%
GFS
105
GYL Financial Synergies
Connecticut
$384K 5,880 – –
BPA
106
Beacon Pointe Advisors
California
$383K 5,860 -273 -4%
IWC
107
Integrated Wealth Concepts
Massachusetts
$365K 5,578 -681 -11%
WIC
108
Willis Investment Counsel
Georgia
$364K 5,566 -215 -4%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$360K 5,502 -142 -3%
BAM
110
Belpointe Asset Management
Nevada
$359K 5,498 – –
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$355K 5,432 – –
IAS
112
Insigneo Advisory Services
Florida
$353K 5,396 – –
CFD
113
Creative Financial Designs
Indiana
$351K 5,375 +38 +0.7%
KFI
114
Key Financial Inc
Pennsylvania
$342K 5,224 +24 +0.5%
EP
115
Essential Planning
New Hampshire
$336K 5,136 -263 -5%
MWM
116
Maripau Wealth Management
Indiana
$331K 5,062 -9,680 -66%
IGWM
117
ICA Group Wealth Management
Colorado
$313K 4,789 -596 -11%
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$308K 4,709 -301 -6%
SFA
119
Sequoia Financial Advisors
Ohio
$304K 4,654 +4,654 New
EP
120
EPIQ Partners
Minnesota
$301K 4,600 – –
CAM
121
Crestone Asset Management
Colorado
$289K 4,423 +423 +11%
GWM
122
Geneos Wealth Management
Colorado
$278K 4,250 – –
RCAG
123
Rehmann Capital Advisory Group
Michigan
$259K 3,954 – –
MWA
124
Midland Wealth Advisors
Illinois
$258K 3,950 +3,950 New
TPWA
125
TRUE Private Wealth Advisors
Oregon
$248K 3,787 – –
3 4
5
6 7