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WisdomTree US Total Dividend Fund

89 hedge funds and large institutions have $177M invested in WisdomTree US Total Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
33
Closed
7
Calls
$10.8M
Puts
$4.16M
Net Calls
+$6.62M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
26
Sonata Capital Group
Washington
$836K
RJA
27
Raymond James & Associates
Florida
$748K +$59.8K +1,342 +9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$620K +$92.5K +2,074 +18%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$606K -$871K -19,552 -59%
AG
30
Advisor Group
Arizona
$597K -$40.9K -918 -6%
SMFS
31
Squar Milner Financial Services
California
$568K -$20.9K -470 -4%
Ameriprise
32
Ameriprise
Minnesota
$566K -$155K -3,490 -22%
GCA
33
Gradient Capital Advisors
California
$522K
APA
34
American Portfolios Advisors
New York
$494K -$50.4K -1,130 -9%
FAIM
35
Financial Advocates Investment Management
Washington
$479K -$646K -14,496 -57%
TCM
36
Tradition Capital Management
New Jersey
$461K -$54.7K -1,230 -11%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$453K +$436 +10 +0.1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$430K +$14.2K +318 +3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$416K
Stifel Financial
40
Stifel Financial
Missouri
$357K -$47.1K -1,062 -12%
BOS
41
Bingham Osborn & Scarborough
California
$335K
PAG
42
Private Advisor Group
New Jersey
$321K +$321K +7,208 New
WIC
43
Willis Investment Counsel
Georgia
$317K
BAM
44
Belpointe Asset Management
Nevada
$311K -$70.8K -1,590 -19%
LI
45
LVZ Inc
Michigan
$289K -$7.84K -176 -3%
CAN
46
Cetera Advisor Networks
California
$259K +$34.6K +780 +15%
TTWM
47
TCV Trust & Wealth Management
Virginia
$230K -$4.47K -100 -2%
KCM
48
Kendall Capital Management
Maryland
$226K
PA
49
Parallel Advisors
California
$223K
RFC
50
Regions Financial Corp
Alabama
$214K