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WisdomTree US Total Dividend Fund
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Overview Fund Activity

55 hedge funds and large institutions have $201M invested in WisdomTree US Total Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
12
Increased
21
Reduced
15
Closed
2
Calls
$102M
Puts
$311M
Net Calls
-$209M
Net Calls Change
-$118M

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$31.6M
2
AIA
2
Arrow Investment Advisors
Maryland
$22.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.7M
4
Wells Fargo
4
Wells Fargo
California
$15.4M
5
Bank of America
5
Bank of America
North Carolina
$27.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.59M
2
Franklin Resources
2
Franklin Resources
California
$678K
3
Jane Street
3
Jane Street
New York
$0
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$11.6M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$678K -$1.95M -54,590 -74%
Stifel Financial
27
Stifel Financial
Missouri
$516K – – –
CW
28
Cobiz Wealth
Colorado
$402K – – –
WFG
29
Windsor Financial Group
Minnesota
$336K +$14.3K +400 +4%
Goldman Sachs
30
Goldman Sachs
New York
$313K -$111K -3,120 -26%
CA
31
Cetera Advisors
Colorado
$306K – – –
William Blair & Company
32
William Blair & Company
Illinois
$278K -$21.4K -600 -7%
CAN
33
Cetera Advisor Networks
California
$262K +$262K +7,332 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$247K +$247K +6,922 New
FAAS
35
First Allied Advisory Services
California
$240K -$48.9K -1,372 -17%
HighTower Advisors
36
HighTower Advisors
Illinois
$231K +$231K +6,460 New
TTWM
37
TCV Trust & Wealth Management
Virginia
$228K -$35.6K -1,000 -14%
SI
38
SII Investments
Wisconsin
$217K +$217K +6,072 New
AIG
39
American International Group
New York
$214K -$51.5K -1,442 -19%
CIC
40
Cutler Investment Counsel
Oregon
$207K +$6.78K +190 +3%
Deutsche Bank
41
Deutsche Bank
Germany
$173K +$142 +4 +0.1%
BRWM
42
B. Riley Wealth Management
Tennessee
$165K +$165K +4,644 New
US Bancorp
43
US Bancorp
Minnesota
$136K – – –
JFA
44
JNBA Financial Advisors
Minnesota
$105K +$105K +2,928 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$84K +$84K +2,360 New
WA
46
WFG Advisors
Texas
$76K +$214 +6 +0.3%
PAG
47
Private Advisor Group
New Jersey
$55K +$55K +1,552 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$29K -$1.81K -50 -6%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$29K – – –
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