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WisdomTree US Total Dividend Fund
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Overview Fund Activity

84 hedge funds and large institutions have $185M invested in WisdomTree US Total Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
29
Closed
10
Calls
$2.61M
Puts
$650K
Net Calls
+$1.96M
Net Calls Change
-$9.45M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.08M
3
Jane Street
3
Jane Street
New York
$5.96M
4
BP
4
Ballentine Partners
Massachusetts
$1.14M
5
Wells Fargo
5
Wells Fargo
California
$15.4M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$1.93M
5
CIC
5
Cutler Investment Counsel
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
26
GW & Wade
Massachusetts
$1.12M -$15.4K -362 -1%
LC
27
LCNB Corp
Ohio
$1.11M – – –
SCG
28
Sonata Capital Group
Washington
$884K +$34K +800 +4%
RJA
29
Raymond James & Associates
Florida
$862K +$203K +4,770 +31%
Ameriprise
30
Ameriprise
Minnesota
$639K +$85.5K +2,012 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$591K -$831K -19,544 -58%
TCM
32
Tradition Capital Management
New Jersey
$543K -$9.02K -212 -2%
CWM
33
Concert Wealth Management
California
$539K -$678K -15,886 -56%
AG
34
Advisor Group
Arizona
$485K +$233K +5,474 +92%
IFWM
35
Institute for Wealth Management
Colorado
$480K +$480K +11,348 New
WFG
36
Windsor Financial Group
Minnesota
$441K -$19.7K -462 -4%
Comerica Bank
37
Comerica Bank
Texas
$425K -$8.3K -194 -2%
Stifel Financial
38
Stifel Financial
Missouri
$417K +$13K +304 +3%
WIC
39
Willis Investment Counsel
Georgia
$316K -$4.25K -100 -1%
LI
40
LVZ Inc
Michigan
$315K -$18.8K -442 -6%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$315K +$13.1K +308 +4%
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$311K -$17.6K -414 -5%
PAG
43
Private Advisor Group
New Jersey
$295K +$36.5K +864 +14%
FAAS
44
First Allied Advisory Services
California
$243K -$383K -8,938 -61%
SFG
45
StrategIQ Financial Group
Indiana
$233K +$255 +6 +0.1%
BFPW
46
BOK Financial Private Wealth
Colorado
$232K -$50.8K -1,194 -18%
TTWM
47
TCV Trust & Wealth Management
Virginia
$230K – – –
CW
48
Cobiz Wealth
Colorado
$223K -$56.1K -1,322 -20%
BFA
49
Benedict Financial Advisors
Georgia
$223K -$18.5K -430 -8%
CAN
50
Cetera Advisor Networks
California
$217K – – –
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