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WisdomTree US Total Dividend Fund

67 hedge funds and large institutions have $199M invested in WisdomTree US Total Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
25
Reduced
17
Closed
5
Calls
$24.6M
Puts
$337M
Net Calls
-$313M
Net Calls Change
-$25.2M
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$141K 1,900
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$134K 1,807 +1,807 New
AH
53
Achievement Holdings
Illinois
$111K 2,019,100 +519,100 +35%
MFS
54
MSI Financial Services
Massachusetts
$60K 810 +810 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$50K 671 +671 New
GWA
56
Genesis Wealth Advisors
Massachusetts
$46.3K 625
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$38K 523
FANJ
58
Financial Architects (New Jersey)
New Jersey
$30K 400
TFA
59
Transamerica Financial Advisors
Florida
$28K 365 +365 New
BCI
60
Brinker Capital Investments
Pennsylvania
$18K 242 +1 +0.4%
PFP
61
Pinnacle Financial Partners
Tennessee
$15K 200 +200 New
Creative Planning
62
Creative Planning
Kansas
$12K 167
HCM
63
Horrell Capital Management
Arkansas
$8K 40
RIA
64
Regal Investment Advisors
Michigan
$7K 96
TRCT
65
Tower Research Capital (TRC)
New York
$7K 100 +100 New
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
-45,334 Closed
Citadel Advisors
67
Citadel Advisors
Florida
-10,198 Closed
Deutsche Bank
68
Deutsche Bank
Germany
-1,837 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
-500 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-364 Closed
BCM
71
Bienville Capital Management
New York
Parallax Volatility Advisers
72
Parallax Volatility Advisers
California
$0 1
LS
73
Lupo Securities
Illinois
BFM
74
Boothbay Fund Management
New York
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York