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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.75M
4
ABTD
4
Arvest Bank Trust Division
Oklahoma
$2.25M
5
FIA
5
Foundations Investment Advisors
Arizona
$4.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$991K
2
TWD
2
True Wealth Design
Ohio
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
MLA
4
My Legacy Advisors
Oregon
$803K
5
PFG
5
Pinnacle Financial Group
Illinois
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$155M 2,018,790 -8,026 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$91.2M 1,189,731 +69,551 +6%
LPL Financial
3
LPL Financial
California
$50.4M 657,660 +14,336 +2%
Wells Fargo
4
Wells Fargo
California
$27.6M 359,482 -1,750 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$25.2M 329,182 +7,080 +2%
6F
6
626 Financial
Michigan
$22.9M 298,694 -3,696 -1%
PFG
7
Pinnacle Financial Group
Illinois
$21.5M 280,676 -15,234 -5%
CWM
8
Connecticut Wealth Management
Connecticut
$21.3M 278,123 +22 +0%
HighTower Advisors
9
HighTower Advisors
Illinois
$16.5M 214,543 -1,400 -0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13M 169,171 +13,182 +8%
Ameriprise
11
Ameriprise
Minnesota
$10.1M 131,400 -3,111 -2%
MPW
12
Melone Private Wealth
Michigan
$9.04M 117,925 +2,146 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.61M 99,191 +67,458 +213%
KAS
14
Kestra Advisory Services
Texas
$7.38M 96,188 -4,096 -4%
VPP
15
Vertex Planning Partners
Illinois
$7.32M 95,450 +411 +0.4%
UBS Group
16
UBS Group
Switzerland
$7.27M 94,788 -2,065 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.36M 69,877 +4,809 +7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$5.29M 68,932 +7,528 +12%
FIA
19
Foundations Investment Advisors
Arizona
$4.8M 62,660 +28,800 +85%
FRA
20
FFG Retirement Advisors
Colorado
$4.76M 62,038 -1,197 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.75M 61,896 +50,209 +430%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$4.5M 58,688 -214 -0.4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.36M 56,925 -904 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.22M 55,057 -559 -1%
SPIA
25
Steward Partners Investment Advisory
New York
$3.73M 48,691 +1,173 +2%
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