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WisdomTree US Total Dividend Fund

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M
Name Market Value Shares Shares
Change
Shares
Change %
CA
126
CoreCap Advisors
Michigan
$236K 3,340 -433 -11%
OPPS
127
Obsidian Personal Planning Solutions
Maryland
$234K 3,449 -1,260 -27%
AF
128
Allworth Financial
California
$234K 3,303
MWA
129
Midland Wealth Advisors
Illinois
$230K 3,250 -700 -18%
AC
130
Avestar Capital
New York
$225K 3,175 +3,175 New
BBW
131
Blue Barn Wealth
Utah
$224K 3,167 +13 +0.4%
MIM
132
Moseley Investment Management
Florida
$214K 3,020 -4,090 -58%
ES
133
Eagle Strategies
New York
$213K 3,013 +3,013 New
BPA
134
Beacon Pointe Advisors
California
$212K 3,000 -2,860 -49%
GIP
135
Greatmark Investment Partners
Georgia
$212K 3,000 +3,000 New
JSC
136
Jackson Square Capital
California
$211K 2,990 +2,990 New
EH
137
Equitable Holdings
New York
$203K 2,873 +2,873 New
LW
138
Libra Wealth
California
$203K 2,867 +2,867 New
SPC
139
Sigma Planning Corp
Michigan
$202K 2,859 +2,859 New
Comerica Bank
140
Comerica Bank
Texas
$201K 2,849 -52 -2%
CA
141
Clearstead Advisors
Ohio
$176K 2,519
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$169K 2,384
IA
143
IFP Advisors
Florida
$107K 1,511
CFGS
144
Concourse Financial Group Securities
Alabama
$102K 1,440
EW
145
Element Wealth
Mississippi
$98.4K 1,392 +935 +205%
WP
146
WealthShield Partners
North Carolina
$89.3K 1,263 +253 +25%
TF
147
Tompkins Financial
New York
$85.3K 1,206
SSB
148
Sandy Spring Bank
Maryland
$82.7K 1,170 -309 -21%
GT
149
Glenmede Trust
Pennsylvania
$74.5K 1,054
BTI
150
Blue Trust Inc
Georgia
$70.4K 996