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WisdomTree US Total Dividend Fund
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Overview Fund Activity

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.07M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$965K

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$6.73M
2
BCM
2
Brookstone Capital Management
Illinois
$1.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.35M
4
AI
4
Atria Investments
North Carolina
$456K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
151
Fairman Group
Pennsylvania
$34.3K – – –
BCWM
152
Bartlett & Co Wealth Management
Ohio
$33.8K – – –
FFA
153
Farther Finance Advisors
California
$33.1K – – –
LFG
154
Larson Financial Group
Missouri
$32.5K +$10.6K +150 +49%
BFPW
155
BOK Financial Private Wealth
Colorado
$30.3K – – –
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$27.8K -$353K -4,981 -93%
AA
157
AlphaMark Advisors
Kentucky
$27K – – –
IWP
158
IAG Wealth Partners
Wisconsin
$24.8K – – –
AIP
159
Ameritas Investment Partners
Nebraska
$23.4K +$142 +2 +0.6%
LC
160
Lindbrook Capital
California
$22.9K – – –
TIM
161
Tortoise Investment Management
New York
$21.2K – – –
LI
162
LRI Investments
Florida
$20.5K -$1.7K -24 -8%
GRP
163
Global Retirement Partners
California
$17.1K -$1.13K -16 -6%
AIM
164
Anchor Investment Management
South Carolina
$17K +$71 +1 +0.4%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$14.3K – – –
AAP
166
Arax Advisory Partners
Colorado
$14.2K +$71 +1 +0.5%
KFS
167
Kelly Financial Services
Massachusetts
$12K +$71 +1 +0.6%
IGWM
168
ICA Group Wealth Management
Colorado
$11.8K -$303K -4,275 -96%
RDIA
169
RE Dickinson Investment Advisors
Iowa
$10.3K – – –
Bessemer Group
170
Bessemer Group
New Jersey
$10K +$10K +140 New
RFG
171
REAP Financial Group
Texas
$8.64K – – –
OWA
172
Opal Wealth Advisors
New York
$7.93K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$6.8K -$12.8K -180 -65%
SIS
174
Sound Income Strategies
Florida
$4.25K – – –
SAM
175
Smartleaf Asset Management
Massachusetts
$3.89K – – –
4 5 6
7
8