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WisdomTree US Total Dividend Fund
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Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.74M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.42M
5
SA
Sanctuary Advisors
Indiana
+$3.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.42M
3
NS
NBC Securities
Alabama
-$1.4M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.18M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Advisors Capital Management
New Jersey
$201K – – –
MSAM
152
Moloney Securities Asset Management
Missouri
$200K +$200K +2,642 New
Comerica Bank
153
Comerica Bank
Texas
$197K -$2.88K -38 -1%
CA
154
CoreCap Advisors
Michigan
$195K -$39.1K -516 -17%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$181K – – –
CFGS
156
Concourse Financial Group Securities
Alabama
$112K – – –
CA
157
Clearstead Advisors
Ohio
$104K – – –
AWM
158
AE Wealth Management
Kansas
$94.8K +$94.8K +1,250 New
WP
159
WealthShield Partners
North Carolina
$90.9K – – –
TF
160
Tompkins Financial
New York
$76.6K -$14.9K -196 -16%
HNB
161
Hilltop National Bank
Wyoming
$74.8K – – –
CFFP
162
Center for Financial Planning
Michigan
$74.5K – – –
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$73.2K +$4.72K +62 +7%
RDIA
164
RE Dickinson Investment Advisors
Iowa
$72K -$28.8K -38 -29%
AA
165
Ancora Advisors
Ohio
$65.5K – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.9K – – –
PA
167
Parallel Advisors
California
$43.1K +$76 +1 +0.2%
AIC
168
Archer Investment Corporation
Indiana
$37.9K – – –
FG
169
Fairman Group
Pennsylvania
$36.7K – – –
BCWM
170
Bartlett & Co Wealth Management
Ohio
$36.2K – – –
FFA
171
Farther Finance Advisors
California
$35.5K – – –
LFG
172
Larson Financial Group
Missouri
$34.8K – – –
BA
173
Bristlecone Advisors
Washington
$32.6K – – –
BFPW
174
BOK Financial Private Wealth
Colorado
$32.5K – – –
MCM
175
MAI Capital Management
Ohio
$29.6K +$29.6K +390 New
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7
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