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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$214K -$1.53M -24,598 -88%
AFG
127
Allegheny Financial Group
Pennsylvania
$213K +$1.3K +21 +0.6%
WWM
128
Windsor Wealth Management
Indiana
$211K – – –
NFG
129
Nations Financial Group
Iowa
$208K – – –
AF
130
Allworth Financial
California
$205K – – –
CA
131
Clearstead Advisors
Ohio
$158K – – –
IA
132
IFP Advisors
Florida
$158K – – –
SSB
133
Sandy Spring Bank
Maryland
$154K – – –
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$152K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$148K – – –
AWM
136
Activest Wealth Management
Florida
$135K +$135K +1,917 New
PA
137
Parallel Advisors
California
$124K – – –
SCA
138
Stonebridge Capital Advisors
Minnesota
$112K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$89.4K -$78.3K -1,261 -47%
TF
140
Tompkins Financial
New York
$80.3K – – –
WP
141
WealthShield Partners
North Carolina
$65.1K – – –
GT
142
Glenmede Trust
Pennsylvania
$63.9K – – –
CFFP
143
Center for Financial Planning
Michigan
$61K +$61K +982 New
BTI
144
Blue Trust Inc
Georgia
$60K – – –
AA
145
Ancora Advisors
Ohio
$53.6K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$50K +$13.5K +219 +37%
RFA
147
Resurgent Financial Advisors
Georgia
$49.4K – – –
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K – – –
HWA
149
Heritage Wealth Advisors
Virginia
$36.6K – – –
AIC
150
Archer Investment Corporation
Indiana
$31K – – –
4 5
6
7 8