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WisdomTree US Total Dividend Fund
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Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
FTUS
3
Flow Traders U.S.
New York
$5M
4
Wells Fargo
4
Wells Fargo
California
$30M
5
AIA
5
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
3
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
5
Great Valley Advisor Group
Delaware
$407K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$87.7M 1,615,569 +108,097 +7%
Morgan Stanley
2
Morgan Stanley
New York
$45.7M 842,577 +97,389 +13%
Wells Fargo
3
Wells Fargo
California
$30M 553,753 +41,177 +8%
CWM
4
Connecticut Wealth Management
Connecticut
$28.8M 530,815 -8,757 -2%
LPL Financial
5
LPL Financial
California
$24.3M 447,527 -39,528 -8%
6F
6
626 Financial
Michigan
$16.9M 311,358 +2,120 +0.7%
PFG
7
Pinnacle Financial Group
Illinois
$16.1M 297,041 +16,103 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.3M 208,831 +7,589 +4%
Ameriprise
9
Ameriprise
Minnesota
$10.6M 194,971 +7,566 +4%
MPW
10
MGO Private Wealth
California
$6.98M 128,543 +128,543 New
AIA
11
Arrow Investment Advisors
Maryland
$6.64M 122,339 +26,912 +28%
UBS Group
12
UBS Group
Switzerland
$5.9M 108,720 -1,759 -2%
MPW
13
Melone Private Wealth
Michigan
$5.78M 102,143 +1,593 +2%
FTUS
14
Flow Traders U.S.
New York
$5M 92,174 +59,663 +184%
KAS
15
Kestra Advisory Services
Texas
$4.81M 88,583 +4,745 +6%
V
16
Veritable
Delaware
$3.8M 69,933 – –
AWM
17
AE Wealth Management
Kansas
$3.38M 62,235 -11,178 -15%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$2.77M 51,047 +2,180 +4%
Jane Street
19
Jane Street
New York
$2.77M 50,973 +15,736 +45%
MIAN
20
Mariner Independent Advisor Network
Kansas
$2.71M 49,967 +4,024 +9%
SPIA
21
Steward Partners Investment Advisory
New York
$2.54M 46,798 -779 -2%
5L
22
55I LLC
Massachusetts
$2.51M 46,188 +14,167 +44%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.44M 44,967 -360 -0.8%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.41M 44,399 -214 -0.5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.4M 44,253 +26,187 +145%
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