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WisdomTree US Total Dividend Fund
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Overview Fund Activity

140 hedge funds and large institutions have $277M invested in WisdomTree US Total Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
32
Closed
7
Calls
$1.01M
Puts
$1.26M
Net Calls
-$246K
Net Calls Change
+$3.19M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.76M
2
Bank of America
2
Bank of America
North Carolina
$67.8M
3
Creative Planning
3
Creative Planning
Kansas
$3.17M
4
FTUS
4
Flow Traders U.S.
New York
$3.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$283K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.11M
3
LPL Financial
3
LPL Financial
California
$32.3M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CAC
5
Certified Advisory Corp
Florida
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67.8M 577,599 +22,920 +4%
LPL Financial
2
LPL Financial
California
$32.3M 275,242 -19,916 -7%
CWM
3
Connecticut Wealth Management
Connecticut
$32.1M 272,986 -168 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$15.4M 131,130 +5,548 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.9M 93,030 -1,472 -2%
Wells Fargo
6
Wells Fargo
California
$10.4M 88,455 +176 +0.2%
UBS Group
7
UBS Group
Switzerland
$6.89M 58,684 +635 +1%
CAN
8
Cetera Advisor Networks
California
$6.16M 52,448 +1,375 +3%
V
9
Veritable
Delaware
$4.6M 39,208 -121 -0.3%
JFS
10
JD Financial Services
Pennsylvania
$4.38M 37,314 +3,558 +11%
KAS
11
Kestra Advisory Services
Texas
$4.01M 34,121 +781 +2%
FTUS
12
Flow Traders U.S.
New York
$3.74M 31,845 +6,881 +28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.52M 29,955 +2,831 +10%
Creative Planning
14
Creative Planning
Kansas
$3.17M 27,024 +8,412 +45%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$2.91M 24,775 – –
GVAG
16
Great Valley Advisor Group
Delaware
$2.77M 23,562 -1,998 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.76M 23,493 +23,493 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.67M 22,719 -1,610 -7%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.52M 21,422 +848 +4%
SPIA
20
Steward Partners Investment Advisory
New York
$2.49M 21,238 -745 -3%
CAC
21
Certified Advisory Corp
Florida
$2.29M 19,513 -5,403 -22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.21M 18,822 +290 +2%
RC
23
RegentAtlantic Capital
New Jersey
$2.2M 18,712 – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.11M 17,980 -34,620 -66%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$1.71M 14,558 +3,758 +35%
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