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WisdomTree US Total Dividend Fund
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Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$13.3M
4
IAA
Independent Advisor Alliance
North Carolina
$4.42M
5
SA
Sanctuary Advisors
Indiana
$4.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$771K
2
HighTower Advisors
HighTower Advisors
Illinois
$14.9M
3
NS
NBC Securities
Alabama
$1.28K
4
BWP
Baldwin Wealth Partners
Massachusetts
$250K
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$152M -$788K -10,382 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$94M +$3.75M +49,464 +4%
LPL Financial
3
LPL Financial
California
$53.3M +$3.46M +45,555 +7%
Wells Fargo
4
Wells Fargo
California
$28.4M +$1.18M +15,537 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$26.2M +$1.2M +15,796 +5%
CWM
6
Connecticut Wealth Management
Connecticut
$23.1M +$3.5M +49,621 +18%
6F
7
626 Financial
Michigan
$23M +$388K +5,115 +2%
EP
8
Essential Planning
New Hampshire
$22.7M +$22.4M +287,021 +6,401%
PFG
9
Pinnacle Financial Group
Illinois
$21.3M +$5.39K +71 +0%
HighTower Advisors
10
HighTower Advisors
Illinois
$14.9M -$1.42M -18,715 -9%
Raymond James Financial
11
Raymond James Financial
Florida
$14.4M +$14.4M +189,844 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.3M +$5.74M +75,599 +76%
Ameriprise
13
Ameriprise
Minnesota
$11.2M +$1.25M +16,495 +13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$10.8M +$6.13M +80,785 +131%
MPW
15
Melone Private Wealth
Michigan
$9.15M +$200K +2,632 +2%
KAS
16
Kestra Advisory Services
Texas
$7.95M +$654K +8,622 +9%
VPP
17
Vertex Planning Partners
Illinois
$6.91M -$331K -4,367 -5%
UBS Group
18
UBS Group
Switzerland
$6.9M -$289K -3,812 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.5M +$272K +3,590 +5%
FIA
20
Foundations Investment Advisors
Arizona
$5.47M +$717K +9,447 +15%
EF
21
Envision Financial
Wisconsin
$5.25M +$5.25M +69,165 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.8M -$504K -6,646 -10%
FRA
23
FFG Retirement Advisors
Colorado
$4.63M -$81K -1,068 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$4.43M -$19.4K -256 -0.4%
IAA
25
Independent Advisor Alliance
North Carolina
$4.42M +$4.42M +58,293 New
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