DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

116 hedge funds and large institutions have $220M invested in WisdomTree US Total Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
22
Reduced
35
Closed
24
Calls
$9.02M
Puts
$13.1M
Net Calls
-$4.06M
Net Calls Change
-$57.7M

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
SMG
Smart Money Group
Texas
+$4.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.37M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$6.72M
2
EW
Evoke Wealth
California
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.35M
4
CWM
Connecticut Wealth Management
Connecticut
-$1.33M
5
AIP
Almanack Investment Partners
Pennsylvania
-$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
26
Cutler Investment Counsel
Oregon
$1.25M +$71.6K +1,828 +6%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.23M -$105K -2,798 -8%
CA
28
Clearstead Advisors
Ohio
$1.2M +$17.5K +446 +1%
CCA
29
Clearwater Capital Advisors
Illinois
$1.14M -$397K -10,142 -26%
KCM
30
Kendall Capital Management
Maryland
$1.01M – – –
TRCT
31
Tower Research Capital (TRC)
New York
$910K +$684K +17,474 +303%
LC
32
LCNB Corp
Ohio
$892K -$8.62K -220 -1%
JWA
33
JFS Wealth Advisors
Pennsylvania
$883K -$4.7K -120 -0.5%
AAS
34
Avantax Advisory Services
Texas
$870K +$45.3K +1,160 +5%
GW
35
GW & Wade
Massachusetts
$853K +$78 +2 +0%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$850K -$117K -2,984 -12%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$849K -$28.9K -770 -3%
PAG
38
Private Advisor Group
New Jersey
$829K +$15.7K +402 +2%
EWM
39
Evercore Wealth Management
New York
$740K – – –
SCG
40
Sonata Capital Group
Washington
$730K – – –
FAAS
41
First Allied Advisory Services
California
$671K -$321K -8,204 -32%
HB
42
Homrich & Berg
Georgia
$546K -$9.39K -240 -2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$531K +$195K +4,988 +58%
MML Investors Services
44
MML Investors Services
Massachusetts
$491K +$491K +12,538 New
Stifel Financial
45
Stifel Financial
Missouri
$485K +$295K +7,520 +155%
EP
46
EPIQ Partners
Minnesota
$450K -$157K -4,000 -26%
IFWM
47
Institute for Wealth Management
Colorado
$433K -$54.7K -1,398 -11%
CAN
48
Cetera Advisor Networks
California
$430K -$195K -4,972 -31%
SMFS
49
Squar Milner Financial Services
California
$410K -$3.91K -100 -0.9%
TAM
50
Tradition Asset Management
Virginia
$396K +$9.48K +242 +2%
1
2
3 4 5