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WisdomTree US Total Dividend Fund
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Overview Fund Activity

65 hedge funds and large institutions have $143M invested in WisdomTree US Total Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
16
Reduced
26
Closed
9
Calls
$31.7M
Puts
$52.5M
Net Calls
-$20.8M
Net Calls Change
-$43.8M

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$3.19M
2
William Blair & Company
2
William Blair & Company
Illinois
$2.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
4
Bank of America
North Carolina
$31.7M
5
Wells Fargo
5
Wells Fargo
California
$10.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.1M
2
WIM
2
Waverton Investment Management
United Kingdom
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$4.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$16M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$604K 7,873 +392 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$565K 7,366 -2,323 -24%
TCM
28
Tradition Capital Management
New Jersey
$563K 7,346 -373 -5%
WFG
29
Windsor Financial Group
Minnesota
$445K 5,801 +7 +0.1%
Ameriprise
30
Ameriprise
Minnesota
$444K 5,783 -1,468 -20%
LI
31
LVZ Inc
Michigan
$413K 5,382 -34 -0.6%
Goldman Sachs
32
Goldman Sachs
New York
$396K 5,154 -2,708 -34%
FFA
33
First Foundation Advisors
California
$368K 4,800 – –
WIC
34
Willis Investment Counsel
Georgia
$367K 4,713 -97 -2%
RJA
35
Raymond James & Associates
Florida
$360K 4,694 -797 -15%
SFWA
36
Summit Financial Wealth Advisors
Louisiana
$309K 4,026 -747 -16%
WA
37
WFG Advisors
Texas
$301K 3,926 +43 +1%
CW
38
Cobiz Wealth
Colorado
$294K 3,831 – –
BFPW
39
BOK Financial Private Wealth
Colorado
$255K 3,323 +3,323 New
BFA
40
Benedict Financial Advisors
Georgia
$250K 3,249 -81 -2%
FAAS
41
First Allied Advisory Services
California
$250K 3,255 -75 -2%
PAG
42
Private Advisor Group
New Jersey
$247K 3,220 – –
AG
43
Advisor Group
Arizona
$229K 3,011 +3,011 New
SPC
44
Sigma Planning Corp
Michigan
$221K 2,885 -96 -3%
SFG
45
StrategIQ Financial Group
Indiana
$209K 2,722 +2,722 New
MFS
46
MSI Financial Services
Massachusetts
$208K 2,715 -631 -19%
TTWM
47
TCV Trust & Wealth Management
Virginia
$207K 2,700 – –
US Bancorp
48
US Bancorp
Minnesota
$146K 1,900 – –
GWM
49
Geneos Wealth Management
Colorado
$126K 1,650 – –
IA
50
IFP Advisors
Florida
$109K 1,427 +190 +15%
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