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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 %
TAM
176
Tucker Asset Management
Colorado
$13.2K 186 – –
KFS
177
Kelly Financial Services
Massachusetts
$11.9K 169 +1 +0.6%
RDIA
178
RE Dickinson Investment Advisors
Iowa
$10K 146 – –
RFG
179
REAP Financial Group
Texas
$8.63K 122 -453 -79%
OWA
180
Opal Wealth Advisors
New York
$7.92K 112 +112 New
US Bancorp
181
US Bancorp
Minnesota
$7.07K 100 +100 New
SIS
182
Sound Income Strategies
Florida
$4.24K 60 – –
SAM
183
Smartleaf Asset Management
Massachusetts
$3.88K 55 -18 -25%
AssetMark Inc
184
AssetMark Inc
California
$2.55K 36 +36 New
DFA
185
DHJJ Financial Advisors
Illinois
$991 14 – –
ERWM
186
Elk River Wealth Management
Colorado
– – -14,209 Closed
AWM
187
AE Wealth Management
Kansas
– – -12,504 Closed
Jane Street
188
Jane Street
New York
– – -9,212 Closed
CPRC
189
Consolidated Portfolio Review Corp
New York
– – -8,123 Closed
IPWA
190
International Private Wealth Advisors
California
– – -6,589 Closed
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
– – -5,943 Closed
TPWA
192
TRUE Private Wealth Advisors
Oregon
– – -3,787 Closed
SAG
193
SageView Advisory Group
California
– – -3,405 Closed
RFA
194
Resurgent Financial Advisors
Georgia
– – -796 Closed
SFA
195
Semmax Financial Advisors
North Carolina
– – -263 Closed
OSAM
196
O'Shaughnessy Asset Management
Connecticut
– – -140 Closed
ASN
197
Advisory Services Network
Georgia
– – -8 Closed
Simplex Trading
198
Simplex Trading
Illinois
– – – –
ADL
199
Asset Dedication LLC
California
$0 1 – –
4 5 6 7
8