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WisdomTree US Total Dividend Fund
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Overview Fund Activity

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
AWM
2
AE Wealth Management
Kansas
$3.98M
3
Bank of America
3
Bank of America
North Carolina
$76.5M
4
SFS
4
Sowell Financial Services
Arkansas
$1.21M
5
Jane Street
5
Jane Street
New York
$1.34M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$965K
3
SPC
3
Sigma Planning Corp
Michigan
$628K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$93K – – –
TF
127
Tompkins Financial
New York
$84K – – –
RDIA
128
RE Dickinson Investment Advisors
Iowa
$77K +$77K +1,192 New
GT
129
Glenmede Trust
Pennsylvania
$68K +$68K +1,054 New
COCM
130
Charter Oak Capital Management
New Hampshire
$67K -$3.75K -58 -5%
AA
131
Ancora Advisors
Ohio
$56K – – –
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.2K – – –
IWP
133
IAG Wealth Partners
Wisconsin
$39K – – –
AIC
134
Archer Investment Corporation
Indiana
$32.4K – – –
1IA
135
1834 Investment Advisors
Wisconsin
$31K -$10.3K -160 -25%
CFN
136
Cordasco Financial Network
Florida
$31K – – –
NFSG
137
Newbridge Financial Services Group
Florida
$26K +$197 +3 +0.8%
AIP
138
Ahrens Investment Partners
Louisiana
$26K +$26K +400 New
LC
139
Lindbrook Capital
California
$21K +$21K +324 New
LFG
140
Larson Financial Group
Missouri
$20K +$65 +1 +0.3%
TIM
141
Tortoise Investment Management
New York
$19K – – –
AF
142
Allworth Financial
California
$18K – – –
AA
143
Addison Advisors
Vermont
$16K – – –
AIM
144
Anchor Investment Management
South Carolina
$14.6K +$65 +1 +0.4%
TAM
145
Townsend Asset Management
North Carolina
$10K – – –
AWM
146
Accel Wealth Management
Iowa
$8K – – –
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
GEA
148
Glen Eagle Advisors
New Jersey
$6.22K – – –
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$5.23K +$65 +1 +1%
SIS
150
Sound Income Strategies
Florida
$4K – – –
3 4 5
6
7