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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$111M
2
Morgan Stanley
Morgan Stanley
New York
$60M
3
LPL Financial
LPL Financial
California
$31.1M
4
VPP
Vertex Planning Partners
Illinois
$32.3M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.65M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$25.6M
2
AIA
Arrow Investment Advisors
Maryland
$0
3
CWM
Connecticut Wealth Management
Connecticut
$29M
4
MPW
MGO Private Wealth
California
$1.63M
5
DWA
Dorsey Wright & Associates
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$111M +$9.81M +161,861 +10%
Morgan Stanley
2
Morgan Stanley
New York
$60M +$3.84M +63,326 +7%
VPP
3
Vertex Planning Partners
Illinois
$32.3M +$1.39M +22,980 +5%
LPL Financial
4
LPL Financial
California
$31.1M +$2.67M +44,067 +9%
CWM
5
Connecticut Wealth Management
Connecticut
$29M -$3.19M -52,641 -10%
Wells Fargo
6
Wells Fargo
California
$25.6M -$9.96M -164,420 -28%
PFG
7
Pinnacle Financial Group
Illinois
$19.2M +$474K +7,825 +3%
6F
8
626 Financial
Michigan
$18.8M -$47.3K -781 -0.3%
HighTower Advisors
9
HighTower Advisors
Illinois
$13.6M +$116K +1,907 +0.9%
Ameriprise
10
Ameriprise
Minnesota
$10.2M +$4.42K +73 +0%
MPW
11
Melone Private Wealth
Michigan
$6.27M +$204K +3,363 +3%
UBS Group
12
UBS Group
Switzerland
$6.07M -$987K -16,286 -14%
KAS
13
Kestra Advisory Services
Texas
$6.06M +$117K +1,936 +2%
FRA
14
FFG Retirement Advisors
Colorado
$5.85M -$1.77M -29,151 -23%
RWA
15
Rooted Wealth Advisors
Illinois
$4.67M -$88.9K -1,450 -2%
V
16
Veritable
Delaware
$3.81M -$432K -7,126 -10%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$3.54M -$164K -2,709 -4%
Mariner
18
Mariner
Kansas
$3.44M -$217K -3,582 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.28M +$32.2K +531 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.28M -$1.01M -16,690 -24%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.14M +$40.9K +675 +1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.99M -$20K -330 -0.7%
SPIA
23
Steward Partners Investment Advisory
New York
$2.83M +$18.9K +312 +0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.7M -$379K -6,254 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.64M -$297K -4,902 -10%
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