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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$143M 2,026,504 -19,049 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$77M 1,088,294 -999,754 -48%
LPL Financial
3
LPL Financial
California
$43.1M 609,661 +41,037 +7%
Wells Fargo
4
Wells Fargo
California
$26.4M 373,121 -2,759 -0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21.9M 310,356 +295,669 +2,013%
6F
6
626 Financial
Michigan
$21M 297,206 +4,341 +1%
PFG
7
Pinnacle Financial Group
Illinois
$21M 296,783 +3,398 +1%
CAN
8
Cetera Advisor Networks
California
$19.8M 279,348 +74,369 +36%
CWM
9
Connecticut Wealth Management
Connecticut
$19.7M 278,166 -431 -0.2%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.4M 217,472 -5,324 -2%
VPP
11
Vertex Planning Partners
Illinois
$14.3M 201,804 +3,136 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M 151,480 +19,652 +15%
Ameriprise
13
Ameriprise
Minnesota
$9.51M 134,394 -28,664 -18%
MPW
14
Melone Private Wealth
Michigan
$8.13M 115,023 -1,271 -1%
UBS Group
15
UBS Group
Switzerland
$7.6M 107,404 +2,593 +2%
KAS
16
Kestra Advisory Services
Texas
$7.24M 102,416 -3,482 -3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$5.43M 76,755 -4,445 -5%
FRA
18
FFG Retirement Advisors
Colorado
$4.61M 65,142 -19,670 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.49M 63,508 +3,096 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.26M 60,277 -4,472 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.87M 54,679 +238 +0.4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.85M 54,479 – –
SPIA
23
Steward Partners Investment Advisory
New York
$3.36M 47,568 -468 -1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$3.28M 46,371 +1,202 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.15M 44,592 +1,293 +3%
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