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WisdomTree US Total Dividend Fund
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Overview Fund Activity

86 hedge funds and large institutions have $217M invested in WisdomTree US Total Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
6
Calls
$15.1M
Puts
$3.7M
Net Calls
+$11.4M
Net Calls Change
-$144M

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$31.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$3.69M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.49M
5
Credit Agricole
5
Credit Agricole
France
$1.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.45M
2
UBS Group
2
UBS Group
Switzerland
$3.98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.41M
4
FCI
4
Financial Counselors Inc
Kansas
$619K
5
LPL Financial
5
LPL Financial
California
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.48M +$1.01M +43,338 +214%
Credit Agricole
27
Credit Agricole
France
$1.42M +$1.42M +52,850 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.41M +$876K +20,848 +166%
ICOA
29
Investment Centers of America
North Dakota
$1.39M +$356K +8,478 +35%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.32M +$97.6K +2,324 +8%
CWM
31
Concert Wealth Management
California
$1.16M -$974 -24 -0.1%
GW
32
GW & Wade
Massachusetts
$1.12M -$9.74K -232 -0.9%
LC
33
LCNB Corp
Ohio
$1.1M +$26.9K +640 +3%
SCG
34
Sonata Capital Group
Washington
$839K +$25.2K +600 +3%
RJA
35
Raymond James & Associates
Florida
$651K +$67.6K +1,608 +12%
FCI
36
Financial Counselors Inc
Kansas
$619K -$512K -12,200 -45%
FAAS
37
First Allied Advisory Services
California
$614K +$614K +14,614 New
Ameriprise
38
Ameriprise
Minnesota
$547K +$154K +3,676 +39%
TCM
39
Tradition Capital Management
New Jersey
$544K -$71.9K -1,716 -12%
WFG
40
Windsor Financial Group
Minnesota
$454K +$336 +8 +0.1%
Comerica Bank
41
Comerica Bank
Texas
$428K -$18.9K -448 -4%
Stifel Financial
42
Stifel Financial
Missouri
$398K -$4.87K -116 -1%
LI
43
LVZ Inc
Michigan
$329K -$52.1K -1,242 -14%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$325K +$9.83K +234 +3%
WIC
45
Willis Investment Counsel
Georgia
$316K +$316K +7,536 New
VKH
46
Virtu KCG Holdings
New York
$306K +$306K +7,298 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$298K +$298K +7,098 New
BFPW
48
BOK Financial Private Wealth
Colorado
$279K – – –
CW
49
Cobiz Wealth
Colorado
$276K -$10.1K -240 -4%
PAG
50
Private Advisor Group
New Jersey
$256K -$13.7K -328 -5%
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