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WisdomTree US Total Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $218M invested in WisdomTree US Total Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
20
Closed
10
Calls
$15.9M
Puts
$16.2M
Net Calls
-$298K
Net Calls Change
+$3.01M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.17M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.49M
3
IAA
Independent Advisor Alliance
North Carolina
+$4.41M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.01M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.16M
2
Jane Street
Jane Street
New York
-$2.82M
3
BP
Ballentine Partners
Massachusetts
-$1.02M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$707K
5
GVAG
Great Valley Advisor Group
Delaware
-$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.1M +$636K +13,434 +136%
JWA
27
JFS Wealth Advisors
Pennsylvania
$1.09M +$662 +14 +0.1%
CA
28
Clearstead Advisors
Ohio
$1.03M -$55.5K -1,172 -5%
CAN
29
Cetera Advisor Networks
California
$965K +$15.7K +332 +2%
Ameriprise
30
Ameriprise
Minnesota
$915K -$13.4K -284 -1%
EWM
31
Evercore Wealth Management
New York
$894K – – –
SCG
32
Sonata Capital Group
Washington
$882K – – –
AG
33
Advisor Group
Arizona
$881K -$12.8K -270 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$833K +$83.3K +1,760 +11%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$664K -$10.1K -214 -2%
HB
36
Homrich & Berg
Georgia
$660K – – –
PAG
37
Private Advisor Group
New Jersey
$630K -$7.01K -148 -1%
RJA
38
Raymond James & Associates
Florida
$609K -$27.2K -574 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$581K -$15.5K -328 -3%
IFWM
40
Institute for Wealth Management
Colorado
$578K +$44.5K +940 +8%
SMFS
41
Squar Milner Financial Services
California
$516K – – –
TCM
42
Tradition Capital Management
New Jersey
$490K – – –
GCA
43
Gradient Capital Advisors
California
$466K – – –
APA
44
American Portfolios Advisors
New York
$452K – – –
MIM
45
Moseley Investment Management
Florida
$398K +$398K +8,410 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$358K – – –
BOS
47
Bingham Osborn & Scarborough
California
$356K – – –
Stifel Financial
48
Stifel Financial
Missouri
$327K +$1.05K +22 +0.3%
QCM
49
Quest Capital Management
Texas
$322K – – –
IC
50
Intersect Capital
California
$318K +$93.4K +1,974 +42%
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