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WisdomTree US Total Dividend Fund
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Overview Fund Activity

72 hedge funds and large institutions have $159M invested in WisdomTree US Total Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
21
Reduced
24
Closed
3
Calls
$22.3M
Puts
$28.5M
Net Calls
-$6.14M
Net Calls Change
+$14.7M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.57M
3
VKH
3
Virtu KCG Holdings
New York
$3.23M
4
Bank of America
4
Bank of America
North Carolina
$34M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$7.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$286K
3
Morgan Stanley
3
Morgan Stanley
New York
$14.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.96M
5
CWM
5
Concert Wealth Management
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
SCG
26
Sonata Capital Group
Washington
$851K 10,890 +300 +3%
Comerica Bank
27
Comerica Bank
Texas
$685K 8,850 -172 -2%
TCM
28
Tradition Capital Management
New Jersey
$595K 7,621 +275 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$511K 6,539 -827 -11%
RJA
30
Raymond James & Associates
Florida
$495K 6,333 +1,639 +35%
Stifel Financial
31
Stifel Financial
Missouri
$476K 6,085 -1,788 -23%
WFG
32
Windsor Financial Group
Minnesota
$430K 5,502 -299 -5%
Ameriprise
33
Ameriprise
Minnesota
$376K 4,811 -972 -17%
FFA
34
First Foundation Advisors
California
$375K 4,800 – –
LI
35
LVZ Inc
Michigan
$364K 4,665 -717 -13%
WIC
36
Willis Investment Counsel
Georgia
$331K 4,241 -472 -10%
WA
37
WFG Advisors
Texas
$308K 3,943 +17 +0.4%
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$298K 3,821 -205 -5%
CAN
39
Cetera Advisor Networks
California
$287K 3,677 +3,677 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$286K 3,661 -27,638 -88%
CW
41
Cobiz Wealth
Colorado
$282K 3,607 -224 -6%
ICOA
42
Investment Centers of America
North Dakota
$263K 3,335 +3,335 New
BFPW
43
BOK Financial Private Wealth
Colorado
$260K 3,323 – –
BFA
44
Benedict Financial Advisors
Georgia
$253K 3,264 +15 +0.5%
PAG
45
Private Advisor Group
New Jersey
$249K 3,220 – –
FAAS
46
First Allied Advisory Services
California
$245K 3,135 -120 -4%
SPC
47
Sigma Planning Corp
Michigan
$218K 2,790 -95 -3%
SFG
48
StrategIQ Financial Group
Indiana
$213K 2,726 +4 +0.1%
MFS
49
MSI Financial Services
Massachusetts
$211K 2,702 -13 -0.5%
TTWM
50
TCV Trust & Wealth Management
Virginia
$211K 2,700 – –
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