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WisdomTree US Total Dividend Fund

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OPW
126
Oxler Private Wealth
New York
$129K +$129K +2,230 New
PA
127
Parallel Advisors
California
$116K
SCA
128
Stonebridge Capital Advisors
Minnesota
$104K
BFG
129
Baron Financial Group
New Jersey
$84K
CFGS
130
Concourse Financial Group Securities
Alabama
$83K
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$78K +$71.7K +1,239 +1,147%
TF
132
Tompkins Financial
New York
$75K
GT
133
Glenmede Trust
Pennsylvania
$61K
COCM
134
Charter Oak Capital Management
New Hampshire
$60K
AA
135
Ancora Advisors
Ohio
$50K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$46K -$11.6K -201 -20%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$46K +$46K +800 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9K
SSB
139
Sandy Spring Bank
Maryland
$44K +$44K +756 New
IWP
140
IAG Wealth Partners
Wisconsin
$35K
HWA
141
Heritage Wealth Advisors
Virginia
$34K +$34K +590 New
JPLA
142
Joseph P. Lucia & Associates
New York
$32K
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$29K -$107K -1,847 -79%
AIC
144
Archer Investment Corporation
Indiana
$29K
CFN
145
Cordasco Financial Network
Florida
$28K
BTI
146
Blue Trust Inc
Georgia
$27K +$27K +419 New
NFSG
147
Newbridge Financial Services Group
Florida
$26K +$1.03K +18 +4%
AA
148
AlphaMark Advisors
Kentucky
$23K -$54.3K -945 -70%
AIP
149
Ahrens Investment Partners
Louisiana
$23K
LC
150
Lindbrook Capital
California
$19K