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WisdomTree US Total Dividend Fund
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Overview Fund Activity

91 hedge funds and large institutions have $178M invested in WisdomTree US Total Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
35
Closed
6
Calls
$16.4M
Puts
$12.7M
Net Calls
+$3.66M
Net Calls Change
-$2.96M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.66M
2
KCM
Kendall Capital Management
Maryland
+$1.46M
3
LPL Financial
LPL Financial
California
+$1.31M
4
HB
Homrich & Berg
Georgia
+$636K
5
Bank of America
Bank of America
North Carolina
+$517K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.86M
3
SEIA
Signature Estate & Investment Advisors
California
-$1.68M
4
LC
LCNB Corp
Ohio
-$1.12M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$602K -$8.94K -196 -1%
Ameriprise
27
Ameriprise
Minnesota
$596K +$16.9K +370 +3%
SMFS
28
Squar Milner Financial Services
California
$581K – – –
GCA
29
Gradient Capital Advisors
California
$503K -$31.5K -690 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$478K -$141K -3,104 -23%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$473K -$1.86M -40,902 -80%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$473K +$182 +4 +0%
TCM
33
Tradition Capital Management
New Jersey
$472K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$438K -$195K -4,282 -31%
APA
35
American Portfolios Advisors
New York
$436K -$69.7K -1,530 -14%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$399K -$40.8K -896 -9%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$345K +$345K +7,576 New
BOS
38
Bingham Osborn & Scarborough
California
$343K – – –
BAM
39
Belpointe Asset Management
Nevada
$322K +$4.1K +90 +1%
WIC
40
Willis Investment Counsel
Georgia
$315K -$9.12K -200 -3%
Stifel Financial
41
Stifel Financial
Missouri
$304K -$59K -1,308 -16%
FAIM
42
Financial Advocates Investment Management
Washington
$283K -$207K -4,538 -42%
IA
43
IFP Advisors
Florida
$248K +$70.5K +1,548 +40%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$238K -$188K -4,114 -44%
TTWM
45
TCV Trust & Wealth Management
Virginia
$235K – – –
PA
46
Parallel Advisors
California
$227K – – –
RFC
47
Regions Financial Corp
Alabama
$219K – – –
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$211K – – –
BFA
49
Benedict Financial Advisors
Georgia
$208K -$6.39K -140 -3%
BFPW
50
BOK Financial Private Wealth
Colorado
$207K – – –
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