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WisdomTree US Total Dividend Fund

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
151
Realta Investment Advisors
Delaware
$11K +$11K +200 New
KFS
152
Kelly Financial Services
Massachusetts
$8.81K +$54 +1 +0.6%
SIS
153
Sound Income Strategies
Florida
$8K +$52 +1 +0.6%
AWM
154
Accel Wealth Management
Iowa
$7K
GEA
155
Glen Eagle Advisors
New Jersey
$5.21K -$9.77K -180 -65%
ACM
156
Absolute Capital Management
Pennsylvania
$4.34K +$4.34K +80 New
BPA
157
Beacon Pointe Advisors
California
-$292K -5,033 Closed
TCWM
158
Total Clarity Wealth Management
Illinois
-$243K -4,198 Closed
BFG
159
Baron Financial Group
New Jersey
-$84K -1,450 Closed
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
-$78K -1,347 Closed
COCM
161
Charter Oak Capital Management
New Hampshire
-$60K -1,036 Closed
BFEC
162
Benjamin F. Edwards & Company
Missouri
-$46K -800 Closed
SSB
163
Sandy Spring Bank
Maryland
-$44K -756 Closed
JPLA
164
Joseph P. Lucia & Associates
New York
-$32K -550 Closed
AIP
165
Ahrens Investment Partners
Louisiana
-$23K -400 Closed
VVP
166
Venture Visionary Partners
Ohio
-$17.6K -304 Closed
1IA
167
1834 Investment Advisors
Wisconsin
-$15K -255 Closed
CA
168
Crewe Advisors
Utah
-$1K -10 Closed