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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.84M
3
LPL Financial
LPL Financial
California
+$2.67M
4
VPP
Vertex Planning Partners
Illinois
+$1.39M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.96M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.19M
4
MPW
MGO Private Wealth
California
-$3.13M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$24.2K +$23.8K +392 +4,900%
AA
152
AlphaMark Advisors
Kentucky
$24K – – –
IWP
153
IAG Wealth Partners
Wisconsin
$22.8K -$13.3K -220 -37%
LC
154
Lindbrook Capital
California
$19.6K – – –
AAS
155
Ameritas Advisory Services
Nebraska
$18.8K +$18.8K +311 New
LFG
156
Larson Financial Group
Missouri
$18.7K – – –
TIM
157
Tortoise Investment Management
New York
$18.2K – – –
AF
158
Advisornet Financial
Minnesota
$14.7K +$14.7K +243 New
NA
159
NewEdge Advisors
Louisiana
$14.4K – – –
AIM
160
Anchor Investment Management
South Carolina
$14.1K +$61 +1 +0.4%
GRP
161
Global Retirement Partners
California
$12K – – –
KFS
162
Kelly Financial Services
Massachusetts
$9.97K +$60 +1 +0.6%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$8.48K – – –
AWM
164
Accel Wealth Management
Iowa
$7.88K – – –
RDIA
165
RE Dickinson Investment Advisors
Iowa
$7K -$5.43K -93 -44%
GEA
166
Glen Eagle Advisors
New Jersey
$5.82K – – –
HR
167
Howe & Rusling
New York
$3.88K +$3.88K +64 New
SIS
168
Sound Income Strategies
Florida
$3.64K – – –
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$2.62K -$21 -348 -0.8%
AIA
170
Arrow Investment Advisors
Maryland
– -$6.92M -114,024 Closed
DWA
171
Dorsey Wright & Associates
California
– -$2.56M -42,224 Closed
AI
172
Atria Investments
North Carolina
– -$1.41M -23,204 Closed
AssetMark Inc
173
AssetMark Inc
California
– -$829K -13,672 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$613K -10,104 Closed
PAS
175
Park Avenue Securities
New York
– -$342K -5,637 Closed
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