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WisdomTree US Total Dividend Fund

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$60.5M 534,959 +15,095 +3%
LPL Financial
2
LPL Financial
California
$48M 424,591 +21,658 +5%
6F
3
626 Financial
Michigan
$19.6M 303,843 +303,843 New
Morgan Stanley
4
Morgan Stanley
New York
$13.8M 121,676 -3,785 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M 95,803 +95,803 New
Wells Fargo
6
Wells Fargo
California
$10.1M 89,743 -739 -0.8%
UBS Group
7
UBS Group
Switzerland
$6.4M 56,656 -9,026 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.38M 56,425 +49,773 +748%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.44M 45,944
Citadel Advisors
10
Citadel Advisors
Florida
$4.91M 43,437 +22,997 +113%
V
11
Veritable
Delaware
$4.58M 40,515 -360 -0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.66M 32,386 -39,031 -55%
KAS
13
Kestra Advisory Services
Texas
$3.59M 31,756 +603 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$3.59M 31,745 +10,847 +52%
Creative Planning
15
Creative Planning
Kansas
$2.93M 25,917 -2,068 -7%
GVAG
16
Great Valley Advisor Group
Delaware
$2.92M 25,791 -375 -1%
CAC
17
Certified Advisory Corp
Florida
$2.85M 25,232 +25,232 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.84M 25,145 +3,888 +18%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.8M 24,775
MIAN
20
Mariner Independent Advisor Network
Kansas
$2.17M 19,229 +244 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.16M 19,101 -18,244 -49%
RC
22
RegentAtlantic Capital
New Jersey
$2.12M 18,712
Osaic Holdings
23
Osaic Holdings
Arizona
$1.7M 15,003 -1,149 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.68M 14,846 -18,804 -56%
FTUS
25
Flow Traders U.S.
New York
$1.64M 14,527 +3,625 +33%