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WisdomTree US Total Dividend Fund
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Overview Fund Activity

45 hedge funds and large institutions have $131M invested in WisdomTree US Total Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
13
Closed
4
Calls
$13.4M
Puts
$104M
Net Calls
-$90.6M
Net Calls Change
-$217M

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$9.41M
2
TWA
2
Tillar-Wenstrup Advisors
Ohio
$5.24M
3
Bank of America
3
Bank of America
North Carolina
$24.7M
4
U
4
UBS
Switzerland
$3.35M
5
ALA
5
Atherton Lane Advisers
California
$792K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.81M
2
JWA
2
JFS Wealth Advisors
Pennsylvania
$12.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.98M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.63M
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$425K -$4.72K -132 -1%
CW
27
Cobiz Wealth
Colorado
$402K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$381K -$125K -3,506 -25%
WFG
29
Windsor Financial Group
Minnesota
$323K +$21.5K +600 +7%
CA
30
Cetera Advisors
Colorado
$307K -$6.74K -188 -2%
William Blair & Company
31
William Blair & Company
Illinois
$300K – – –
FAAS
32
First Allied Advisory Services
California
$290K +$51.9K +1,450 +22%
AIG
33
American International Group
New York
$266K +$358 +10 +0.1%
TTWM
34
TCV Trust & Wealth Management
Virginia
$265K – – –
CIC
35
Cutler Investment Counsel
Oregon
$201K +$201K +5,608 New
Deutsche Bank
36
Deutsche Bank
Germany
$174K +$52.2K +1,460 +43%
US Bancorp
37
US Bancorp
Minnesota
$136K – – –
WA
38
WFG Advisors
Texas
$76K +$215 +6 +0.3%
MFS
39
MSI Financial Services
Massachusetts
$38K -$4.05K -114 -10%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$37K +$35.4K +1,000 +2,273%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$30K +$12.3K +348 +69%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$29K +$29K +800 New
BRWA
43
B. Riley Wealth Advisors
Florida
$21.5K +$21.5K +600 New
BCI
44
Brinker Capital Investments
Pennsylvania
$5K +$5K +128 New
HCM
45
Horrell Capital Management
Arkansas
$3K – – –
EFS
46
Essex Financial Services
Connecticut
– -$211K -6,178 Closed
MAA
47
Managed Account Advisors
New Jersey
– -$80K -2,350 Closed
Creative Planning
48
Creative Planning
Kansas
– -$14K -400 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$7K -200 Closed
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