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WisdomTree US Total Dividend Fund
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Overview Fund Activity

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
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.74M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.42M
5
SA
Sanctuary Advisors
Indiana
+$3.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.42M
3
NS
NBC Securities
Alabama
-$1.4M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.18M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
Allegheny Financial Group
Pennsylvania
$269K +$1.44K +19 +0.5%
WA
127
Waverly Advisors
Alabama
$265K +$986 +13 +0.4%
AF
128
Allworth Financial
California
$258K – – –
NFG
129
Nations Financial Group
Iowa
$254K – – –
OPPS
130
Obsidian Personal Planning Solutions
Maryland
$252K – – –
BWP
131
Baldwin Wealth Partners
Massachusetts
$250K -$1.18M -15,553 -82%
BBW
132
Blue Barn Wealth
Utah
$244K +$1.14K +15 +0.5%
WMWM
133
Wilkins Miller Wealth Management
Alabama
$237K +$237K +3,124 New
EP
134
EPIQ Partners
Minnesota
$228K -$121K -1,600 -35%
GIP
135
Greatmark Investment Partners
Georgia
$228K – – –
BPA
136
Beacon Pointe Advisors
California
$228K +$228K +3,000 New
JSC
137
Jackson Square Capital
California
$227K – – –
RCM
138
Riggs Capital Management
Utah
$227K +$227K +2,987 New
PWM
139
Perigon Wealth Management
California
$226K +$226K +2,930 New
MWA
140
Midland Wealth Advisors
Illinois
$223K – – –
BTWM
141
Brass Tax Wealth Management
Ohio
$220K -$45.5K -600 -17%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$217K +$53.7K +708 +33%
MIM
143
Moseley Investment Management
Florida
$216K – – –
CFG
144
Cooper Financial Group
California
$210K – – –
EW
145
Element Wealth
Mississippi
$208K +$45K +593 +28%
Brown Advisory
146
Brown Advisory
Maryland
$208K – – –
JWCA
147
J.W. Cole Advisors
Florida
$207K +$986 +13 +0.5%
SAW
148
Signal Advisors Wealth
Michigan
$206K -$39.6K -522 -16%
MWM
149
Maripau Wealth Management
Indiana
$203K +$203K +2,679 New
WIM
150
Waverton Investment Management
United Kingdom
$203K – – –
4 5
6
7 8