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WisdomTree US Total Dividend Fund

79 hedge funds and large institutions have $187M invested in WisdomTree US Total Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
23
Closed
11
Calls
$43.3M
Puts
$1.08M
Net Calls
+$42.2M
Net Calls Change
+$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GW
26
GW & Wade
Massachusetts
$1.16M +$351 +8 +0%
BP
27
Ballentine Partners
Massachusetts
$1.16M
LC
28
LCNB Corp
Ohio
$1.11M -$32.9K -750 -3%
SCG
29
Sonata Capital Group
Washington
$902K -$9.65K -220 -1%
RJA
30
Raymond James & Associates
Florida
$893K +$4.04K +92 +0.5%
Ameriprise
31
Ameriprise
Minnesota
$710K +$50K +1,138 +8%
AG
32
Advisor Group
Arizona
$583K +$82.6K +1,880 +16%
TCM
33
Tradition Capital Management
New Jersey
$496K -$64.4K -1,466 -11%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$470K +$470K +10,374 New
Stifel Financial
35
Stifel Financial
Missouri
$413K -$15.2K -348 -4%
Comerica Bank
36
Comerica Bank
Texas
$366K -$75K -1,688 -17%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$358K +$33K +752 +10%
PAG
38
Private Advisor Group
New Jersey
$342K +$33.1K +748 +11%
WIC
39
Willis Investment Counsel
Georgia
$319K -$7.02K -160 -2%
LI
40
LVZ Inc
Michigan
$316K -$8.06K -184 -2%
BAM
41
Belpointe Asset Management
Nevada
$309K +$309K +7,048 New
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$303K -$18.5K -422 -6%
BFPW
43
BOK Financial Private Wealth
Colorado
$239K
TTWM
44
TCV Trust & Wealth Management
Virginia
$235K -$2.2K -50 -0.9%
CW
45
Cobiz Wealth
Colorado
$230K
BFA
46
Benedict Financial Advisors
Georgia
$225K -$2.02K -46 -0.9%
PA
47
Parallel Advisors
California
$224K
CAN
48
Cetera Advisor Networks
California
$222K
RFC
49
Regions Financial Corp
Alabama
$211K
GWM
50
Geneos Wealth Management
Colorado
$179K