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WisdomTree US Total Dividend Fund
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Overview Fund Activity

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.07M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$965K

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$6.73M
2
BCM
2
Brookstone Capital Management
Illinois
$1.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.35M
4
AI
4
Atria Investments
North Carolina
$456K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$144M 2,026,816 +312 +0%
Morgan Stanley
2
Morgan Stanley
New York
$79.3M 1,120,180 +31,886 +3%
LPL Financial
3
LPL Financial
California
$45.6M 643,324 +33,663 +6%
Wells Fargo
4
Wells Fargo
California
$25.6M 361,232 -11,889 -3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$22.8M 322,102 +11,746 +4%
6F
6
626 Financial
Michigan
$21.4M 302,390 +5,184 +2%
PFG
7
Pinnacle Financial Group
Illinois
$21M 295,910 -873 -0.3%
CWM
8
Connecticut Wealth Management
Connecticut
$19.7M 278,101 -65 -0%
HighTower Advisors
9
HighTower Advisors
Illinois
$15.3M 215,943 -1,529 -0.7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11M 155,989 +4,509 +3%
Ameriprise
11
Ameriprise
Minnesota
$9.53M 134,511 +117 +0.1%
MPW
12
Melone Private Wealth
Michigan
$8.2M 115,779 +756 +0.7%
KAS
13
Kestra Advisory Services
Texas
$7.1M 100,284 -2,132 -2%
UBS Group
14
UBS Group
Switzerland
$6.86M 96,853 -10,551 -10%
VPP
15
Vertex Planning Partners
Illinois
$6.73M 95,039 -106,765 -53%
Citadel Advisors
16
Citadel Advisors
Florida
$6.07M 85,636 +68,793 +408%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.61M 65,068 +1,560 +2%
FRA
18
FFG Retirement Advisors
Colorado
$4.48M 63,235 -1,907 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.35M 61,404 -15,351 -20%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$4.17M 58,902 +4,423 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.1M 57,829 -2,448 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.94M 55,616 +937 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.51M 49,506 +6,106 +14%
SPIA
24
Steward Partners Investment Advisory
New York
$3.37M 47,518 -50 -0.1%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.29M 46,371 – –
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