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WisdomTree US Total Dividend Fund
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Overview Fund Activity

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.6M
2
Bank of America
2
Bank of America
North Carolina
$83.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.93M
4
AIA
4
Arrow Investment Advisors
Maryland
$4.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$65K
3
6F
3
626 Financial
Michigan
$19.6M
4
PFG
4
Pinnacle Financial Group
Illinois
$16.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$83.1M 1,286,900 +105,885 +9%
Morgan Stanley
2
Morgan Stanley
New York
$37.4M 579,536 +72,756 +14%
CWM
3
Connecticut Wealth Management
Connecticut
$35M 542,542 -313 -0.1%
LPL Financial
4
LPL Financial
California
$26.8M 414,724 -120,493 -23%
Wells Fargo
5
Wells Fargo
California
$24.6M 381,214 +201,588 +112%
6F
6
626 Financial
Michigan
$19.6M 303,843 -65,505 -18%
PFG
7
Pinnacle Financial Group
Illinois
$16.3M 252,796 -19,502 -7%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.6M 194,798 +14,484 +8%
CAN
9
Cetera Advisor Networks
California
$11.4M 176,483 +60,969 +53%
UBS Group
10
UBS Group
Switzerland
$6.98M 108,116 -5,286 -5%
Ameriprise
11
Ameriprise
Minnesota
$6.93M 107,148 +84,878 +381%
MPW
12
Melone Private Wealth
Michigan
$6.31M 99,549 +673 +0.7%
KAS
13
Kestra Advisory Services
Texas
$5M 77,383 +6,270 +9%
AIA
14
Arrow Investment Advisors
Maryland
$4.93M 76,330 +76,330 New
AWM
15
AE Wealth Management
Kansas
$4.89M 75,774 +14,373 +23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.72M 73,165 +42,072 +135%
V
17
Veritable
Delaware
$4.52M 69,933 -1,833 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.35M 67,403 +6,998 +12%
Creative Planning
19
Creative Planning
Kansas
$3.49M 53,987 +63 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.37M 52,255 +29,121 +126%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$3.16M 48,867 -1,175 -2%
DWA
22
Dorsey Wright & Associates
California
$2.91M 45,070 +45,070 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.86M 44,288 +18,587 +72%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.84M 43,953 +29,096 +196%
SPIA
25
Steward Partners Investment Advisory
New York
$2.84M 43,935 +630 +1%
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