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WisdomTree US Total Dividend Fund
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Overview Fund Activity

68 hedge funds and large institutions have $162M invested in WisdomTree US Total Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
23
Reduced
22
Closed
8
Calls
$71.7M
Puts
$48.8M
Net Calls
+$22.9M
Net Calls Change
-$53.2M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$4.89M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.9M
5
TCM
5
Tradition Capital Management
New Jersey
$572K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
UBS Group
3
UBS Group
Switzerland
$3.18M
4
CS
4
Credit Suisse
Switzerland
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$584K -$569K -15,314 -49%
TCM
27
Tradition Capital Management
New Jersey
$572K +$572K +15,438 New
Stifel Financial
28
Stifel Financial
Missouri
$555K -$47.9K -1,290 -8%
Ameriprise
29
Ameriprise
Minnesota
$538K +$24.6K +662 +5%
WFG
30
Windsor Financial Group
Minnesota
$430K +$30.1K +810 +8%
RJA
31
Raymond James & Associates
Florida
$408K +$408K +10,982 New
LI
32
LVZ Inc
Michigan
$402K -$139K -3,758 -26%
WIC
33
Willis Investment Counsel
Georgia
$357K -$7.79K -210 -2%
FFA
34
First Foundation Advisors
California
$356K – – –
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$354K +$5.56K +150 +2%
WA
36
WFG Advisors
Texas
$288K +$890 +24 +0.3%
CW
37
Cobiz Wealth
Colorado
$284K +$43K +1,160 +18%
William Blair & Company
38
William Blair & Company
Illinois
$256K – – –
MFS
39
MSI Financial Services
Massachusetts
$248K -$96.7K -2,610 -28%
FAAS
40
First Allied Advisory Services
California
$247K -$30.4K -820 -11%
BFA
41
Benedict Financial Advisors
Georgia
$247K -$4.75K -128 -2%
PAG
42
Private Advisor Group
New Jersey
$239K +$26.9K +724 +13%
Citadel Advisors
43
Citadel Advisors
Florida
$224K -$794K -21,348 -78%
AIG
44
American International Group
New York
$224K +$21.1K +568 +10%
SPC
45
Sigma Planning Corp
Michigan
$221K -$7.56K -204 -3%
TTWM
46
TCV Trust & Wealth Management
Virginia
$200K -$14.8K -400 -7%
US Bancorp
47
US Bancorp
Minnesota
$141K – – –
GWM
48
Geneos Wealth Management
Colorado
$123K +$123K +3,300 New
IA
49
IFP Advisors
Florida
$117K -$16.9K -358 -13%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$104K +$104K +2,800 New
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2
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