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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GSC
126
Ground Swell Capital
South Carolina
$236K +$236K +3,898 New
TC
127
TownSquare Capital
Utah
$234K +$234K +3,852 New
MHS
128
M Holdings Securities
Oregon
$230K +$2.31K +38 +1%
TPWA
129
TRUE Private Wealth Advisors
Oregon
$230K +$61 +1 +0%
WPW
130
Waldron Private Wealth
Pennsylvania
$227K
SFA
131
Sequoia Financial Advisors
Ohio
$224K +$224K +3,700 New
KFA
132
Kapstone Financial Advisors
Ohio
$221K +$221K +3,500 New
WWM
133
Windsor Wealth Management
Indiana
$210K +$210K +3,400 New
PAG
134
Private Advisor Group
New Jersey
$210K -$11.3K -1,048 -5%
AFG
135
Allegheny Financial Group
Pennsylvania
$205K +$205K +3,386 New
NFG
136
Nations Financial Group
Iowa
$203K +$203K +3,344 New
EH
137
Equitable Holdings
New York
$202K -$41.1K -678 -17%
AF
138
Allworth Financial
California
$200K
KFI
139
Key Financial Inc
Pennsylvania
$191K
EE
140
EWG Elevate
California
$189K +$189K +3,114 New
MCC
141
Money Concepts Capital
Florida
$179K +$179K +2,944 New
CA
142
Clearstead Advisors
Ohio
$154K
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$148K +$148K +2,444 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$145K
CFD
145
Creative Financial Designs
Indiana
$143K -$13.2K -218 -8%
SCA
146
Stonebridge Capital Advisors
Minnesota
$109K
JGCM
147
Joseph Group Capital Management
Ohio
$91K +$91K +1,506 New
CFGS
148
Concourse Financial Group Securities
Alabama
$87.3K
TF
149
Tompkins Financial
New York
$78K
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$66.6K -$90.8K -1,497 -58%