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WisdomTree US Total Dividend Fund
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Overview Fund Activity

80 hedge funds and large institutions have $173M invested in WisdomTree US Total Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
21
Reduced
27
Closed
8
Calls
$167M
Puts
$11.9M
Net Calls
+$155M
Net Calls Change
+$161M

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.86M
2
CA
2
Clearstead Advisors
Ohio
$3.83M
3
Wells Fargo
3
Wells Fargo
California
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$38.1M
5
UBS Group
5
UBS Group
Switzerland
$5.73M

Top Sellers

1
WIM
1
Waverton Investment Management
United Kingdom
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$5.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.08M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
26
GW & Wade
Massachusetts
$1.1M 13,499 -701 -5%
FCI
27
Financial Counselors Inc
Kansas
$1.09M 13,470 +13,470 New
LC
28
LCNB Corp
Ohio
$1.04M 12,744 +12,744 New
ICOA
29
Investment Centers of America
North Dakota
$996K 12,286 +8,951 +268%
MIAN
30
Mariner Independent Advisor Network
Kansas
$822K 10,117 +10,117 New
SCG
31
Sonata Capital Group
Washington
$787K 9,690 -1,200 -11%
TCM
32
Tradition Capital Management
New Jersey
$596K 7,346 -275 -4%
RJA
33
Raymond James & Associates
Florida
$564K 6,941 +608 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$511K 6,294 -245 -4%
WFG
35
Windsor Financial Group
Minnesota
$439K 5,407 -95 -2%
Comerica Bank
36
Comerica Bank
Texas
$432K 5,286 -3,564 -40%
Stifel Financial
37
Stifel Financial
Missouri
$390K 4,795 -1,290 -21%
FFA
38
First Foundation Advisors
California
$390K 4,800 – –
Ameriprise
39
Ameriprise
Minnesota
$380K 4,673 -138 -3%
LI
40
LVZ Inc
Michigan
$369K 4,540 -125 -3%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$305K 3,751 -70 -2%
CW
42
Cobiz Wealth
Colorado
$277K 3,407 -200 -6%
BFPW
43
BOK Financial Private Wealth
Colorado
$270K 3,323 – –
PAG
44
Private Advisor Group
New Jersey
$263K 3,220 – –
BFA
45
Benedict Financial Advisors
Georgia
$260K 3,202 -62 -2%
SFG
46
StrategIQ Financial Group
Indiana
$222K 2,730 +4 +0.1%
MFS
47
MSI Financial Services
Massachusetts
$220K 2,709 +7 +0.3%
TTWM
48
TCV Trust & Wealth Management
Virginia
$219K 2,700 – –
SPC
49
Sigma Planning Corp
Michigan
$213K 2,623 -167 -6%
CAN
50
Cetera Advisor Networks
California
$206K 2,538 -1,139 -31%
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