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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.75M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.8M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.45M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$991K
2
TWD
2
True Wealth Design
Ohio
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
MLA
4
My Legacy Advisors
Oregon
$803K
5
PFG
5
Pinnacle Financial Group
Illinois
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$69K – – –
AA
152
Ancora Advisors
Ohio
$66.3K – – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.5K – – –
EWA
154
EverSource Wealth Advisors
Alabama
$44.3K +$44.3K +578 New
PA
155
Parallel Advisors
California
$43.5K – – –
AIC
156
Archer Investment Corporation
Indiana
$38.3K – – –
FG
157
Fairman Group
Pennsylvania
$37.1K – – –
BCWM
158
Bartlett & Co Wealth Management
Ohio
$36.6K – – –
FFA
159
Farther Finance Advisors
California
$35.9K – – –
LFG
160
Larson Financial Group
Missouri
$35.2K – – –
BA
161
Bristlecone Advisors
Washington
$33K +$33K +430 New
BFPW
162
BOK Financial Private Wealth
Colorado
$32.8K – – –
AA
163
AlphaMark Advisors
Kentucky
$29K – – –
IWP
164
IAG Wealth Partners
Wisconsin
$26.8K – – –
AIP
165
Ameritas Investment Partners
Nebraska
$25.5K +$153 +2 +0.6%
LC
166
Lindbrook Capital
California
$24.8K – – –
TIM
167
Tortoise Investment Management
New York
$23K – – –
LI
168
LRI Investments
Florida
$22.8K +$79 +1 +0.3%
HGERS
169
Householder Group Estate & Retirement Specialist
Arizona
$21K +$21K +276 New
GRP
170
Global Retirement Partners
California
$18.6K – – –
AAP
171
Arax Advisory Partners
Colorado
$15.4K +$77 +1 +0.5%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$15.2K – – –
Bessemer Group
173
Bessemer Group
New Jersey
$11K – – –
RDIA
174
RE Dickinson Investment Advisors
Iowa
$10.2K -$997 -13 -9%
RFG
175
REAP Financial Group
Texas
$8.74K -$613 -8 -7%
4 5 6
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