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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M +$3.18M +52,422 +3%
Morgan Stanley
2
Morgan Stanley
New York
$56.2M +$5.13M +84,666 +10%
Wells Fargo
3
Wells Fargo
California
$35.6M +$2.02M +33,343 +6%
CWM
4
Connecticut Wealth Management
Connecticut
$32.2M +$4.67K +77 +0%
VPP
5
Vertex Planning Partners
Illinois
$30.9M +$30.9M +510,071 New
LPL Financial
6
LPL Financial
California
$28.5M +$1.35M +22,300 +5%
6F
7
626 Financial
Michigan
$18.9M -$25.2K -415 -0.1%
PFG
8
Pinnacle Financial Group
Illinois
$18.8M +$750K +12,359 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$13.5M +$833K +13,730 +7%
Ameriprise
10
Ameriprise
Minnesota
$10.2M -$1.63M -26,802 -14%
FRA
11
FFG Retirement Advisors
Colorado
$7.63M +$7.63M +125,775 New
UBS Group
12
UBS Group
Switzerland
$7.06M +$467K +7,701 +7%
AIA
13
Arrow Investment Advisors
Maryland
$6.92M -$504K -8,315 -7%
MPW
14
Melone Private Wealth
Michigan
$6.06M -$133K -2,186 -2%
KAS
15
Kestra Advisory Services
Texas
$5.95M +$580K +9,570 +11%
MPW
16
MGO Private Wealth
California
$4.76M -$3.03M -49,985 -39%
RWA
17
Rooted Wealth Advisors
Illinois
$4.7M +$4.7M +77,563 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.29M +$2.81M +46,299 +189%
V
19
Veritable
Delaware
$4.24M
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$3.71M +$610K +10,064 +20%
Mariner
21
Mariner
Kansas
$3.66M +$2.94M +48,442 +409%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.6M +$1.73M +28,528 +92%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.25M +$569K +9,378 +21%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.1M +$466K +7,688 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.08M +$384K +6,326 +14%