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WisdomTree US Total Dividend Fund
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Overview Fund Activity

95 hedge funds and large institutions have $184M invested in WisdomTree US Total Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
25
Closed
15
Calls
$9.35M
Puts
$12.7M
Net Calls
-$3.31M
Net Calls Change
-$2.14M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.28M
2
Wells Fargo
Wells Fargo
California
+$3.15M
3
Goldman Sachs
Goldman Sachs
New York
+$1.81M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.61M
5
LPL Financial
LPL Financial
California
+$568K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
-$1.7M
2
Jane Street
Jane Street
New York
-$1.36M
3
CIC
Cutler Investment Counsel
Oregon
-$654K
4
CA
Clearstead Advisors
Ohio
-$414K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$972K -$414K -9,792 -30%
JWA
27
JFS Wealth Advisors
Pennsylvania
$972K -$1.61K -38 -0.2%
CAN
28
Cetera Advisor Networks
California
$848K +$412K +9,760 +95%
Ameriprise
29
Ameriprise
Minnesota
$831K +$59.9K +1,414 +8%
EWM
30
Evercore Wealth Management
New York
$800K – – –
AG
31
Advisor Group
Arizona
$800K +$56.2K +1,324 +8%
SCG
32
Sonata Capital Group
Washington
$789K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$670K +$125K +2,958 +23%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$603K -$40.7K -962 -6%
HB
35
Homrich & Berg
Georgia
$590K – – –
PAG
36
Private Advisor Group
New Jersey
$569K +$240K +5,674 +73%
RJA
37
Raymond James & Associates
Florida
$568K -$142K -3,360 -20%
GVAG
38
Great Valley Advisor Group
Delaware
$536K +$536K +27,872 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$534K +$9.48K +224 +2%
IFWM
40
Institute for Wealth Management
Colorado
$477K +$477K +11,282 New
SMFS
41
Squar Milner Financial Services
California
$462K -$3.13K -74 -0.7%
TCM
42
Tradition Capital Management
New Jersey
$438K – – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$419K -$8.04K -190 -2%
GCA
44
Gradient Capital Advisors
California
$417K – – –
APA
45
American Portfolios Advisors
New York
$405K – – –
BAM
46
Belpointe Asset Management
Nevada
$363K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$321K – – –
BOS
48
Bingham Osborn & Scarborough
California
$318K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$311K -$289K -6,820 -48%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$297K +$17.4K +410 +6%
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