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WisdomTree US Total Dividend Fund
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Overview Fund Activity

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$11.6M
2
Jane Street
2
Jane Street
New York
$7.62M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.18M
4
LPL Financial
4
LPL Financial
California
$41.6M
5
CIC
5
Cutler Investment Counsel
Oregon
$2.05M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$550K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$756K
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$1.17M +$1.17M +25,252 New
SCG
27
Sonata Capital Group
Washington
$872K -$83.7K -1,800 -9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$756K -$1.8M -38,654 -70%
Ameriprise
29
Ameriprise
Minnesota
$753K +$1.21K +26 +0.2%
RJA
30
Raymond James & Associates
Florida
$718K -$228K -4,910 -24%
AG
31
Advisor Group
Arizona
$665K +$48.4K +1,042 +8%
SMFS
32
Squar Milner Financial Services
California
$640K +$640K +13,216 New
IFWM
33
Institute for Wealth Management
Colorado
$629K +$629K +13,462 New
APA
34
American Portfolios Advisors
New York
$568K +$568K +12,222 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$550K -$2M -42,928 -78%
GCA
36
Gradient Capital Advisors
California
$545K +$545K +11,724 New
TCM
37
Tradition Capital Management
New Jersey
$538K +$13.5K +290 +3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$482K -$186 -4 -0%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$434K +$55K +1,184 +15%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$434K +$390K +8,386 +883%
Stifel Financial
41
Stifel Financial
Missouri
$425K -$14.8K -318 -3%
BAM
42
Belpointe Asset Management
Nevada
$399K +$71K +1,526 +22%
BOS
43
Bingham Osborn & Scarborough
California
$350K +$350K +7,524 New
WIC
44
Willis Investment Counsel
Georgia
$330K -$7.9K -170 -2%
LI
45
LVZ Inc
Michigan
$310K -$25.4K -546 -8%
BFPW
46
BOK Financial Private Wealth
Colorado
$253K – – –
TTWM
47
TCV Trust & Wealth Management
Virginia
$244K -$4.65K -100 -2%
CW
48
Cobiz Wealth
Colorado
$244K – – –
BFA
49
Benedict Financial Advisors
Georgia
$236K -$3.17K -68 -1%
CAN
50
Cetera Advisor Networks
California
$236K – – –
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