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WisdomTree US Total Dividend Fund

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M
Name Market Value Shares Shares
Change
Shares
Change %
LFG
151
Larson Financial Group
Missouri
$18K 309
VVP
152
Venture Visionary Partners
Ohio
$17.6K 304 +304 New
TIM
153
Tortoise Investment Management
New York
$17K 300
AF
154
Allworth Financial
California
$16K 284
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$16K 282 +282 New
GEA
156
Glen Eagle Advisors
New Jersey
$16K 276 +180 +188%
1IA
157
1834 Investment Advisors
Wisconsin
$15K 255
AA
158
Addison Advisors
Vermont
$14K 240
AIM
159
Anchor Investment Management
South Carolina
$13.2K 227 +1 +0.4%
KFS
160
Kelly Financial Services
Massachusetts
$9.34K 161 +161 New
SIS
161
Sound Income Strategies
Florida
$9K 154 +94 +157%
AWM
162
Accel Wealth Management
Iowa
$8K 130
CA
163
Crewe Advisors
Utah
$1K 10
RDIA
164
RE Dickinson Investment Advisors
Iowa
$16 280 -1,192 -81%
AT
165
American Trust
Kentucky
-8,394 Closed
WWM
166
Windsor Wealth Management
Indiana
-6,800 Closed
LA
167
Latitude Advisors
Florida
-5,898 Closed
LW
168
Libra Wealth
California
-5,667 Closed
CAM
169
Crestone Asset Management
Colorado
-5,126 Closed
MSAM
170
Moloney Securities Asset Management
Missouri
-4,480 Closed
BRWA
171
B. Riley Wealth Advisors
Florida
-3,578 Closed
NFG
172
Nations Financial Group
Iowa
-3,344 Closed
AFG
173
Allegheny Financial Group
Pennsylvania
-3,311 Closed
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
-3,220 Closed
MCC
175
Money Concepts Capital
Florida
-3,044 Closed