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WisdomTree US Total Dividend Fund
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Overview Fund Activity

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 121 increasing their positions, 3 reducing their positions, and 12 closing their positions.

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
121
Reduced
3
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
CWM
2
Connecticut Wealth Management
Connecticut
$35.1M
3
AWM
3
AE Wealth Management
Kansas
$3.98M
4
UBS Group
4
UBS Group
Switzerland
$7.34M
5
JFS
5
JD Financial Services
Pennsylvania
$5.03M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$965K
3
SPC
3
Sigma Planning Corp
Michigan
$628K
4
LPL Financial
4
LPL Financial
California
$34.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.5M 1,181,015 +603,416 +104%
CWM
2
Connecticut Wealth Management
Connecticut
$35.1M 542,855 +269,869 +99%
LPL Financial
3
LPL Financial
California
$34.7M 535,217 +259,975 +94%
Morgan Stanley
4
Morgan Stanley
New York
$32.8M 506,780 +375,650 +286%
6F
5
626 Financial
Michigan
$23.9M 369,348 +369,348 New
PFG
6
Pinnacle Financial Group
Illinois
$17.6M 272,298 +272,298 New
HighTower Advisors
7
HighTower Advisors
Illinois
$11.7M 180,314 +87,284 +94%
Wells Fargo
8
Wells Fargo
California
$11.6M 179,626 +91,171 +103%
CAN
9
Cetera Advisor Networks
California
$7.48M 115,514 +63,066 +120%
UBS Group
10
UBS Group
Switzerland
$7.34M 113,402 +54,718 +93%
MPW
11
Melone Private Wealth
Michigan
$6.4M 98,876 +98,876 New
JFS
12
JD Financial Services
Pennsylvania
$5.03M 77,649 +40,335 +108%
V
13
Veritable
Delaware
$4.65M 71,766 +32,558 +83%
KAS
14
Kestra Advisory Services
Texas
$4.6M 71,113 +36,992 +108%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$4.3M 66,416 +66,416 New
AWM
16
AE Wealth Management
Kansas
$3.98M 61,401 +61,401 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.91M 60,405 +30,450 +102%
Creative Planning
18
Creative Planning
Kansas
$3.49M 53,924 +26,900 +100%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$3.24M 50,042 +25,267 +102%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.23M 49,883 +27,164 +120%
GVAG
21
Great Valley Advisor Group
Delaware
$3.05M 47,103 +23,541 +100%
SPIA
22
Steward Partners Investment Advisory
New York
$2.8M 43,305 +22,067 +104%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.45M 37,780 +18,958 +101%
RC
24
RegentAtlantic Capital
New Jersey
$2.42M 37,424 +18,712 +100%
CAC
25
Certified Advisory Corp
Florida
$2.41M 37,189 +17,676 +91%
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