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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$415K 5,866 -1,350 -19%
WIC
102
Willis Investment Counsel
Georgia
$394K 5,566 – –
BAM
103
Belpointe Asset Management
Nevada
$389K 5,498 – –
IWC
104
Integrated Wealth Concepts
Massachusetts
$388K 5,486 -92 -2%
IAS
105
Insigneo Advisory Services
Florida
$382K 5,396 – –
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$380K 5,373 -129 -2%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$379K 5,363 +5,363 New
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$371K 5,249 -870 -14%
KFI
109
Key Financial Inc
Pennsylvania
$371K 5,240 +16 +0.3%
SAW
110
Signal Advisors Wealth
Michigan
$369K 5,214 -733 -12%
MWM
111
Maripau Wealth Management
Indiana
$364K 5,153 +91 +2%
EP
112
Essential Planning
New Hampshire
$336K 5,136 – –
RWA
113
Rooted Wealth Advisors
Illinois
$332K 4,751 -8,468 -64%
SFA
114
Sequoia Financial Advisors
Ohio
$330K 4,664 +10 +0.2%
EP
115
EPIQ Partners
Minnesota
$325K 4,600 – –
IGWM
116
ICA Group Wealth Management
Colorado
$314K 4,441 -348 -7%
CAM
117
Crestone Asset Management
Colorado
$313K 4,423 – –
GWM
118
Geneos Wealth Management
Colorado
$301K 4,250 – –
RCAG
119
Rehmann Capital Advisory Group
Michigan
$280K 3,954 – –
BAG
120
Bridgewealth Advisory Group
California
$248K 3,512 -2,631 -43%
KFA
121
Kapstone Financial Advisors
Ohio
$248K 3,500 – –
AFG
122
Allegheny Financial Group
Pennsylvania
$247K 3,492 +17 +0.5%
WA
123
Waverly Advisors
Alabama
$244K 3,453 +3,453 New
Brown Advisory
124
Brown Advisory
Maryland
$241K 3,408 – –
NFG
125
Nations Financial Group
Iowa
$236K 3,344 – –
3 4
5
6 7