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WisdomTree US Total Dividend Fund

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$164K +$76.4K +1,261 +88%
CA
127
Clearstead Advisors
Ohio
$154K
SSB
128
Sandy Spring Bank
Maryland
$150K +$150K +2,479 New
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$148K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$144K
CFD
131
Creative Financial Designs
Indiana
$137K -$5.39K -89 -4%
PA
132
Parallel Advisors
California
$121K -$230K -3,800 -66%
SCA
133
Stonebridge Capital Advisors
Minnesota
$109K
CF
134
Centaurus Financial
California
$104K +$104K +1,711 New
TF
135
Tompkins Financial
New York
$78.4K
GT
136
Glenmede Trust
Pennsylvania
$63.9K
WP
137
WealthShield Partners
North Carolina
$63.6K +$63.6K +1,049 New
BTI
138
Blue Trust Inc
Georgia
$60K
AA
139
Ancora Advisors
Ohio
$52.4K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$48.7K -$17.9K -295 -27%
RFA
141
Resurgent Financial Advisors
Georgia
$48.2K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$36K
HWA
144
Heritage Wealth Advisors
Virginia
$35.7K
AIC
145
Archer Investment Corporation
Indiana
$30.3K
AIP
146
Ahrens Investment Partners
Louisiana
$30.3K +$30.3K +500 New
NFSG
147
Newbridge Financial Services Group
Florida
$29.3K +$182 +3 +0.6%
FFA
148
Farther Finance Advisors
California
$28.4K
BA
149
Bristlecone Advisors
Washington
$26.1K +$26.1K +430 New
BFPW
150
BOK Financial Private Wealth
Colorado
$25.9K