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WisdomTree US Total Dividend Fund
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Overview Fund Activity

97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
24
Closed
7
Calls
$11.4M
Puts
$12.5M
Net Calls
-$1.17M
Net Calls Change
-$4.83M

Top Buyers

1
Jane Street
Jane Street
New York
$4.75M
2
SFS
Sowell Financial Services
Arkansas
$1.7M
3
MIAN
Mariner Independent Advisor Network
Kansas
$1.65M
4
LC
LCNB Corp
Ohio
$1.47M
5
EWM
Evercore Wealth Management
New York
$908K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$4M
2
CA
Clearstead Advisors
Ohio
$1.57M
3
CCA
Clearwater Capital Advisors
Illinois
$3.4M
4
FAIM
Financial Advocates Investment Management
Washington
$0
5
SFWA
Summit Financial Wealth Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Evercore Wealth Management
New York
$908K +$908K +18,900 New
SCG
27
Sonata Capital Group
Washington
$895K – – –
Ameriprise
28
Ameriprise
Minnesota
$875K +$247K +5,136 +39%
AG
29
Advisor Group
Arizona
$842K +$207K +4,316 +33%
RJA
30
Raymond James & Associates
Florida
$807K +$8.07K +168 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$730K +$226K +4,710 +45%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$680K +$182K +3,784 +36%
HB
33
Homrich & Berg
Georgia
$670K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$618K +$197K +4,116 +47%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$595K +$133K +2,766 +29%
SMFS
36
Squar Milner Financial Services
California
$528K -$84K -1,750 -14%
TCM
37
Tradition Capital Management
New Jersey
$497K – – –
CAN
38
Cetera Advisor Networks
California
$495K +$495K +10,324 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$484K -$14.2K -296 -3%
GCA
40
Gradient Capital Advisors
California
$473K -$56.6K -1,180 -11%
APA
41
American Portfolios Advisors
New York
$459K – – –
BAM
42
Belpointe Asset Management
Nevada
$412K +$72.4K +1,508 +21%
PAG
43
Private Advisor Group
New Jersey
$374K +$374K +7,780 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$364K – – –
BOS
45
Bingham Osborn & Scarborough
California
$361K – – –
Goldman Sachs
46
Goldman Sachs
New York
$342K +$342K +7,112 New
WIC
47
Willis Investment Counsel
Georgia
$332K – – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$317K +$317K +6,602 New
MML Investors Services
49
MML Investors Services
Massachusetts
$293K +$293K +6,104 New
IA
50
IFP Advisors
Florida
$265K +$3.36K +70 +1%
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