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WisdomTree US Total Dividend Fund
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Overview Fund Activity

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.4M
2
CAN
2
Cetera Advisor Networks
California
$6.05M
3
Bank of America
3
Bank of America
North Carolina
$65.7M
4
JFS
4
JD Financial Services
Pennsylvania
$4M
5
FTUS
5
Flow Traders U.S.
New York
$2.96M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.88M
5
Creative Planning
5
Creative Planning
Kansas
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$65.7M 554,679 +19,720 +4%
LPL Financial
2
LPL Financial
California
$35M 295,158 -129,433 -30%
CWM
3
Connecticut Wealth Management
Connecticut
$32.4M 273,154 +273,154 New
Morgan Stanley
4
Morgan Stanley
New York
$14.9M 125,582 +3,906 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$11.2M 94,502 -1,301 -1%
Wells Fargo
6
Wells Fargo
California
$10.5M 88,279 -1,464 -2%
UBS Group
7
UBS Group
Switzerland
$6.88M 58,049 +1,393 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.23M 52,600 -3,825 -7%
CAN
9
Cetera Advisor Networks
California
$6.05M 51,073 +43,706 +593%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.44M 45,944 – –
Citadel Advisors
11
Citadel Advisors
Florida
$5.28M 44,531 +1,094 +3%
V
12
Veritable
Delaware
$4.66M 39,329 -1,186 -3%
JFS
13
JD Financial Services
Pennsylvania
$4M 33,756 +19,674 +140%
KAS
14
Kestra Advisory Services
Texas
$3.95M 33,340 +1,584 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M 27,124 +1,979 +8%
GVAG
16
Great Valley Advisor Group
Delaware
$3.03M 25,560 -231 -0.9%
FTUS
17
Flow Traders U.S.
New York
$2.96M 24,964 +10,437 +72%
CAC
18
Certified Advisory Corp
Florida
$2.95M 24,916 -316 -1%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.94M 24,775 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.88M 24,329 -8,057 -25%
SPIA
21
Steward Partners Investment Advisory
New York
$2.61M 21,983 -9,762 -31%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.44M 20,574 +1,345 +7%
RC
23
RegentAtlantic Capital
New Jersey
$2.22M 18,712 – –
Creative Planning
24
Creative Planning
Kansas
$2.21M 18,612 -7,305 -28%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.2M 18,532 -569 -3%
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