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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SAW
126
Signal Advisors Wealth
Michigan
$248K +$248K +3,240 New
OPPS
127
Obsidian Personal Planning Solutions
Maryland
$246K -$17.7K -232 -7%
BBW
128
Blue Barn Wealth
Utah
$245K +$1.15K +15 +0.5%
CA
129
CoreCap Advisors
Michigan
$236K -$6.98K -91 -3%
GIP
130
Greatmark Investment Partners
Georgia
$230K
JSC
131
Jackson Square Capital
California
$229K
MWA
132
Midland Wealth Advisors
Illinois
$225K -$24.2K -315 -10%
RPGK
133
Retirement Planning Group (Kansas)
Kansas
$222K +$222K +2,897 New
MIM
134
Moseley Investment Management
Florida
$218K -$13.2K -172 -6%
CFG
135
Cooper Financial Group
California
$212K +$212K +2,767 New
Brown Advisory
136
Brown Advisory
Maryland
$210K +$210K +2,742 New
JWCA
137
J.W. Cole Advisors
Florida
$208K +$208K +2,719 New
WIM
138
Waverton Investment Management
United Kingdom
$205K +$205K +2,670 New
ACM
139
Advisors Capital Management
New Jersey
$203K +$203K +2,645 New
Comerica Bank
140
Comerica Bank
Texas
$202K -$2.07K -27 -1%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$183K
EW
142
Element Wealth
Mississippi
$165K
Jones Financial Companies
143
Jones Financial Companies
Missouri
$164K +$27.6K +362 +20%
CFGS
144
Concourse Financial Group Securities
Alabama
$110K
CA
145
Clearstead Advisors
Ohio
$105K -$1.69K -22 -2%
TF
146
Tompkins Financial
New York
$92.5K
WP
147
WealthShield Partners
North Carolina
$91.9K -$4.98K -65 -5%
GT
148
Glenmede Trust
Pennsylvania
$80.8K
HNB
149
Hilltop National Bank
Wyoming
$75.6K
CFFP
150
Center for Financial Planning
Michigan
$75.3K