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WisdomTree US Total Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
BCM
3
Brookstone Capital Management
Illinois
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$10.7M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
151
Archer Investment Corporation
Indiana
$32.7K 500 – –
FG
152
Fairman Group
Pennsylvania
$31.6K 484 +484 New
FFA
153
Farther Finance Advisors
California
$30.6K 468 – –
EW
154
Element Wealth
Mississippi
$29.9K 457 +457 New
BFPW
155
BOK Financial Private Wealth
Colorado
$28K 428 – –
AA
156
AlphaMark Advisors
Kentucky
$25K 375 -25 -6%
IWP
157
IAG Wealth Partners
Wisconsin
$22.9K 350 – –
LC
158
Lindbrook Capital
California
$21.2K 324 – –
LFG
159
Larson Financial Group
Missouri
$20.2K 309 – –
TIM
160
Tortoise Investment Management
New York
$19.6K 300 – –
GEA
161
Glen Eagle Advisors
New Jersey
$18K 276 – –
SFA
162
Semmax Financial Advisors
North Carolina
$17.4K 263 +263 New
GRP
163
Global Retirement Partners
California
$16.6K 256 +56 +28%
AIM
164
Anchor Investment Management
South Carolina
$15.5K 237 +2 +0.9%
AAP
165
Arax Advisory Partners
Colorado
$12.9K 198 +1 +0.5%
TAM
166
Tucker Asset Management
Colorado
$12.2K 186 – –
KFS
167
Kelly Financial Services
Massachusetts
$11K 168 +1 +0.6%
RDIA
168
RE Dickinson Investment Advisors
Iowa
$10K 146 – –
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$9.15K 140 – –
SAM
170
Smartleaf Asset Management
Massachusetts
$4.77K 73 +73 New
SIS
171
Sound Income Strategies
Florida
$3.92K 60 – –
DFA
172
DHJJ Financial Advisors
Illinois
$916 14 – –
ASN
173
Advisory Services Network
Georgia
$527 8 +8 New
Citigroup
174
Citigroup
New York
$458 7 +7 New
SPC
175
Sigma Planning Corp
Michigan
– – -15,825 Closed
4 5 6
7
8