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WisdomTree US Total Dividend Fund
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Overview Fund Activity

66 hedge funds and large institutions have $167M invested in WisdomTree US Total Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
21
Reduced
25
Closed
5
Calls
$151M
Puts
$74.6M
Net Calls
+$76.2M
Net Calls Change
+$138M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
UBS Group
3
UBS Group
Switzerland
$6.52M
4
Bank of America
4
Bank of America
North Carolina
$32.3M
5
WIM
5
Waverton Investment Management
United Kingdom
$738K

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$980K
4
CS
4
Credit Suisse
Switzerland
$1.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$757K +$310K +8,630 +69%
WIM
27
Waverton Investment Management
United Kingdom
$738K +$738K +20,604 New
ALA
28
Atherton Lane Advisers
California
$720K -$10.8K -300 -1%
SCG
29
Sonata Capital Group
Washington
$709K – – –
SEIA
30
Signature Estate & Investment Advisors
California
$584K +$584K +16,292 New
Stifel Financial
31
Stifel Financial
Missouri
$583K +$90.3K +2,518 +18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$572K -$1.24M -34,748 -68%
LI
33
LVZ Inc
Michigan
$523K -$505K -14,082 -49%
Ameriprise
34
Ameriprise
Minnesota
$496K -$27.2K -758 -5%
VKH
35
Virtu KCG Holdings
New York
$427K -$176K -4,922 -29%
WFG
36
Windsor Financial Group
Minnesota
$386K +$573 +16 +0.1%
WIC
37
Willis Investment Counsel
Georgia
$352K -$4.3K -120 -1%
FFA
38
First Foundation Advisors
California
$344K +$344K +9,600 New
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$337K +$337K +9,396 New
MFS
40
MSI Financial Services
Massachusetts
$333K +$188K +5,248 +129%
CAN
41
Cetera Advisor Networks
California
$317K -$26.1K -728 -8%
WA
42
WFG Advisors
Texas
$277K +$1.22K +34 +0.4%
FAAS
43
First Allied Advisory Services
California
$269K – – –
William Blair & Company
44
William Blair & Company
Illinois
$247K +$14.3K +400 +6%
BFA
45
Benedict Financial Advisors
Georgia
$243K -$26.1K -730 -10%
CW
46
Cobiz Wealth
Colorado
$233K -$86.6K -2,418 -27%
SPC
47
Sigma Planning Corp
Michigan
$221K -$3.8K -106 -2%
TTWM
48
TCV Trust & Wealth Management
Virginia
$208K +$208K +5,800 New
PAG
49
Private Advisor Group
New Jersey
$205K -$73.7K -2,056 -26%
AIG
50
American International Group
New York
$196K +$72 +2 +0%
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