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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
151
Hilltop National Bank
Wyoming
$69.7K 986 +986 New
CFFP
152
Center for Financial Planning
Michigan
$69.4K 982 – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$63.4K 900 +900 New
AA
154
Ancora Advisors
Ohio
$61.1K 864 – –
Citigroup
155
Citigroup
New York
$55.4K 783 +776 +11,086%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.9K 776 – –
PA
157
Parallel Advisors
California
$53.2K 752 – –
Jones Financial Companies
158
Jones Financial Companies
Missouri
$44.7K 632 +632 New
AIC
159
Archer Investment Corporation
Indiana
$35.4K 500 – –
FG
160
Fairman Group
Pennsylvania
$34.2K 484 – –
BCWM
161
Bartlett & Co Wealth Management
Ohio
$33.7K 477 +477 New
FFA
162
Farther Finance Advisors
California
$32.9K 468 – –
BFPW
163
BOK Financial Private Wealth
Colorado
$30.3K 428 – –
AA
164
AlphaMark Advisors
Kentucky
$27K 375 – –
IWP
165
IAG Wealth Partners
Wisconsin
$24.8K 350 – –
AIP
166
Ameritas Investment Partners
Nebraska
$23.3K 329 +329 New
LC
167
Lindbrook Capital
California
$22.9K 324 – –
LI
168
LRI Investments
Florida
$22.1K 313 +313 New
LFG
169
Larson Financial Group
Missouri
$21.8K 309 – –
TIM
170
Tortoise Investment Management
New York
$21.2K 300 – –
GEA
171
Glen Eagle Advisors
New Jersey
$19.5K 276 – –
GRP
172
Global Retirement Partners
California
$18.2K 258 +2 +0.8%
AIM
173
Anchor Investment Management
South Carolina
$16.8K 238 +1 +0.4%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$14.2K 200 +200 New
AAP
175
Arax Advisory Partners
Colorado
$14.1K 199 +1 +0.5%
4 5 6
7
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