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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$63.9K
BTI
152
Blue Trust Inc
Georgia
$54K +$31.3K +577 +138%
AA
153
Ancora Advisors
Ohio
$52K
RFA
154
Resurgent Financial Advisors
Georgia
$48.3K +$48.3K +796 New
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.1K
ACA
156
Atlas Capital Advisors
Wyoming
$43.4K -$214K -3,535 -83%
AWM
157
Accurate Wealth Management
Florida
$39.4K +$39.4K +639 New
IWP
158
IAG Wealth Partners
Wisconsin
$36.1K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$36K
HWA
160
Heritage Wealth Advisors
Virginia
$35.8K
AIC
161
Archer Investment Corporation
Indiana
$30.3K
NFSG
162
Newbridge Financial Services Group
Florida
$29.1K +$910 +15 +3%
FFA
163
Farther Finance Advisors
California
$28.4K +$28.4K +468 New
BFPW
164
BOK Financial Private Wealth
Colorado
$26K
AA
165
AlphaMark Advisors
Kentucky
$24K
USCWA
166
U.S. Capital Wealth Advisors
Texas
$21.2K +$21.2K +350 New
LC
167
Lindbrook Capital
California
$19.7K
LFG
168
Larson Financial Group
Missouri
$18.7K
TIM
169
Tortoise Investment Management
New York
$18.2K
AA
170
Addison Advisors
Vermont
$14.6K
AIM
171
Anchor Investment Management
South Carolina
$14K +$121 +2 +0.9%
RDIA
172
RE Dickinson Investment Advisors
Iowa
$13K -$4.09K -67 -24%
GRP
173
Global Retirement Partners
California
$12.1K
KFS
174
Kelly Financial Services
Massachusetts
$9.92K +$121 +2 +1%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$8.49K -$8.61K -142 -50%