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WisdomTree US Total Dividend Fund

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$218K +$15K +212 +7%
MIM
127
Moseley Investment Management
Florida
$214K
GIP
128
Greatmark Investment Partners
Georgia
$212K
JSC
129
Jackson Square Capital
California
$212K
MWM
130
Maripau Wealth Management
Indiana
$211K -$154K -2,179 -42%
Comerica Bank
131
Comerica Bank
Texas
$188K -$13.6K -192 -7%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$169K
EW
133
Element Wealth
Mississippi
$153K +$54K +762 +55%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$126K +$81.6K +1,152 +182%
IA
135
IFP Advisors
Florida
$107K
CFGS
136
Concourse Financial Group Securities
Alabama
$102K
CA
137
Clearstead Advisors
Ohio
$98.5K -$79.9K -1,128 -45%
WP
138
WealthShield Partners
North Carolina
$89.5K
TF
139
Tompkins Financial
New York
$85.4K
GT
140
Glenmede Trust
Pennsylvania
$74.7K
HNB
141
Hilltop National Bank
Wyoming
$69.8K
CFFP
142
Center for Financial Planning
Michigan
$69.6K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$64.1K
AA
144
Ancora Advisors
Ohio
$61.2K
SSB
145
Sandy Spring Bank
Maryland
$56.7K -$26.2K -370 -32%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55K
ATPW
147
Ashton Thomas Private Wealth
Arizona
$44.1K +$44.1K +622 New
BTI
148
Blue Trust Inc
Georgia
$40.8K -$29.6K -419 -42%
PA
149
Parallel Advisors
California
$40.2K -$13.1K -185 -25%
AIC
150
Archer Investment Corporation
Indiana
$35.4K