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WisdomTree US Total Dividend Fund

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
CoreCap Advisors
Michigan
$247K -$17.5K -268 -7%
KFA
127
Kapstone Financial Advisors
Ohio
$232K
AFG
128
Allegheny Financial Group
Pennsylvania
$227K +$1.64K +25 +0.7%
SAG
129
SageView Advisory Group
California
$227K -$121K -1,814 -35%
Brown Advisory
130
Brown Advisory
Maryland
$223K
NFG
131
Nations Financial Group
Iowa
$219K
AF
132
Allworth Financial
California
$216K
BBW
133
Blue Barn Wealth
Utah
$206K +$206K +3,154 New
Comerica Bank
134
Comerica Bank
Texas
$190K -$719 -11 -0.4%
CA
135
Clearstead Advisors
Ohio
$165K -$168K -2,569 -50%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$156K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$154K +$33.9K +518 +28%
IA
138
IFP Advisors
Florida
$98.8K -$67.3K -1,030 -41%
SSB
139
Sandy Spring Bank
Maryland
$96.7K
CFGS
140
Concourse Financial Group Securities
Alabama
$94.1K
TF
141
Tompkins Financial
New York
$78.8K
GT
142
Glenmede Trust
Pennsylvania
$68.9K
WP
143
WealthShield Partners
North Carolina
$66K
CFFP
144
Center for Financial Planning
Michigan
$64.2K
BTI
145
Blue Trust Inc
Georgia
$60K
AA
146
Ancora Advisors
Ohio
$56.5K
RFA
147
Resurgent Financial Advisors
Georgia
$52K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.7K
PA
149
Parallel Advisors
California
$49.1K -$18.4K -281 -27%
RFG
150
REAP Financial Group
Texas
$37.6K +$37.6K +575 New