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WisdomTree US Total Dividend Fund
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Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.74M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.42M
5
SA
Sanctuary Advisors
Indiana
+$3.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.42M
3
NS
NBC Securities
Alabama
-$1.4M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.18M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$449K – – –
SCA
102
Sandy Cove Advisors
Massachusetts
$447K -$29.3K -386 -6%
IWC
103
Integrated Wealth Concepts
Massachusetts
$433K -$3.19K -42 -0.7%
AWA
104
Amplius Wealth Advisors
Pennsylvania
$424K – – –
BAM
105
Belpointe Asset Management
Nevada
$416K – – –
OC
106
Optima Capital
Oregon
$410K +$410K +5,408 New
WIC
107
Willis Investment Counsel
Georgia
$398K -$7.59K -100 -2%
QP
108
Quartz Partners
New York
$394K +$11.8K +155 +3%
IPWA
109
International Private Wealth Advisors
California
$390K +$390K +5,137 New
SFA
110
Sequoia Financial Advisors
Ohio
$377K +$910 +12 +0.2%
GCA
111
Gradient Capital Advisors
California
$374K – – –
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$368K – – –
MML Investors Services
113
MML Investors Services
Massachusetts
$367K -$92.6K -1,221 -20%
VPF
114
Vantage Point Financial
Illinois
$365K +$365K +4,814 New
RFC
115
Regions Financial Corp
Alabama
$364K – – –
IA
116
IFP Advisors
Florida
$346K – – –
MFA
117
Mayflower Financial Advisors
Massachusetts
$311K – – –
MPW
118
Magnolia Private Wealth
Pennsylvania
$307K +$307K +4,048 New
PAI
119
Pittenger & Anderson Inc
Nebraska
$303K -$51.2K -675 -14%
GWM
120
Geneos Wealth Management
Colorado
$302K -$5.69K -75 -2%
RWA
121
Rooted Wealth Advisors
Illinois
$300K +$19.8K +261 +7%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$300K – – –
NA
123
NewEdge Advisors
Louisiana
$281K +$23.5K +310 +9%
EH
124
Equitable Holdings
New York
$278K +$18.1K +238 +7%
KFA
125
Kapstone Financial Advisors
Ohio
$274K – – –
3 4
5
6 7