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WisdomTree US Total Dividend Fund
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Overview Fund Activity

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.9M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.84M
3
Jane Street
Jane Street
New York
+$2.75M
4
LPL Financial
LPL Financial
California
+$2.48M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.95M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.12M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
LC
LCNB Corp
Ohio
-$552K
4
CCA
Clearwater Capital Advisors
Illinois
-$419K
5
CWM
Connecticut Wealth Management
Connecticut
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.57M +$935K +17,710 +147%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.39M +$243K +4,598 +21%
KCM
28
Kendall Capital Management
Maryland
$1.36M – – –
Goldman Sachs
29
Goldman Sachs
New York
$1.35M -$4.12M -78,120 -75%
FAAS
30
First Allied Advisory Services
California
$1.34M +$556K +10,520 +71%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.3M +$95.7K +1,812 +8%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.24M +$4.02K +76 +0.3%
LC
33
LCNB Corp
Ohio
$1.21M -$552K -10,450 -31%
JWA
34
JFS Wealth Advisors
Pennsylvania
$1.2M -$3.38K -64 -0.3%
GW
35
GW & Wade
Massachusetts
$1.15M -$40.9K -774 -3%
AAS
36
Avantax Advisory Services
Texas
$1.12M +$1.12M +21,102 New
PAG
37
Private Advisor Group
New Jersey
$1.1M +$123K +2,332 +13%
EWM
38
Evercore Wealth Management
New York
$998K – – –
SCG
39
Sonata Capital Group
Washington
$984K – – –
CAN
40
Cetera Advisor Networks
California
$842K -$383K -7,264 -31%
EP
41
EPIQ Partners
Minnesota
$818K +$818K +15,500 New
HB
42
Homrich & Berg
Georgia
$749K +$12.7K +240 +2%
AG
43
Advisor Group
Arizona
$720K -$219K -4,134 -23%
IFWM
44
Institute for Wealth Management
Colorado
$658K – – –
RJA
45
Raymond James & Associates
Florida
$630K -$26.5K -502 -4%
AIP
46
Almanack Investment Partners
Pennsylvania
$616K +$616K +11,674 New
SMFS
47
Squar Milner Financial Services
California
$559K +$174K +3,306 +45%
TAM
48
Tradition Asset Management
Virginia
$521K -$21.8K -414 -4%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$511K – – –
AFP
50
Ausdal Financial Partners
Iowa
$491K +$119K +2,278 +32%
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