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WisdomTree US Total Dividend Fund
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Overview Fund Activity

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
Wells Fargo
3
Wells Fargo
California
$29.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$327K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$399K
3
Creative Planning
3
Creative Planning
Kansas
$2.08M
4
AT
4
American Trust
Kentucky
$0
5
WWM
5
Windsor Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$87.3M 1,507,472 +220,572 +17%
Morgan Stanley
2
Morgan Stanley
New York
$43.2M 745,188 +165,652 +29%
CWM
3
Connecticut Wealth Management
Connecticut
$31.2M 539,572 -2,970 -0.5%
Wells Fargo
4
Wells Fargo
California
$29.7M 512,576 +131,362 +34%
LPL Financial
5
LPL Financial
California
$28.2M 487,055 +72,331 +17%
6F
6
626 Financial
Michigan
$17.9M 309,238 +5,395 +2%
PFG
7
Pinnacle Financial Group
Illinois
$16.3M 280,938 +28,142 +11%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.7M 201,242 +6,444 +3%
Ameriprise
9
Ameriprise
Minnesota
$10.9M 187,405 +80,257 +75%
CAN
10
Cetera Advisor Networks
California
$10.4M 179,956 +3,473 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.69M 132,865 +59,700 +82%
UBS Group
12
UBS Group
Switzerland
$6.4M 110,479 +2,363 +2%
MPW
13
Melone Private Wealth
Michigan
$5.89M 100,550 +1,001 +1%
AIA
14
Arrow Investment Advisors
Maryland
$5.53M 95,427 +19,097 +25%
KAS
15
Kestra Advisory Services
Texas
$4.86M 83,838 +6,455 +8%
AWM
16
AE Wealth Management
Kansas
$4.25M 73,413 -2,361 -3%
V
17
Veritable
Delaware
$4.05M 69,933 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.83M 66,065 -1,338 -2%
DWA
19
Dorsey Wright & Associates
California
$2.84M 49,019 +3,949 +9%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$2.83M 48,867 – –
SPIA
21
Steward Partners Investment Advisory
New York
$2.76M 47,577 +3,642 +8%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.7M 45,943 +1,990 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.63M 45,327 +2,727 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.59M 44,613 +325 +0.7%
CAC
25
Certified Advisory Corp
Florida
$2.19M 37,723 +1,025 +3%
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