WisdomTree US Total Dividend Fund
196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
9% more funds holding
Funds holding: 180 → 196 (+16)
4.23% more ownership
Funds ownership: 47.56% → 51.79% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Holders
196
Holding in Top 10
4
Calls
$1.8M
Puts
$130K
Top Buyers
| 1 | +$22.4M | |
| 2 | +$6.13M | |
| 3 | +$5.74M | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.42M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$3.91M |
Top Sellers
| 1 | -$1.76M | |
| 2 | -$1.42M | |
| 3 | -$1.4M | |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.18M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.12M |