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WisdomTree US Total Dividend Fund
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Overview Fund Activity

65 hedge funds and large institutions have $158M invested in WisdomTree US Total Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
7
Increased
25
Reduced
23
Closed
9
Calls
$39.6M
Puts
$429M
Net Calls
-$390M
Net Calls Change
-$76.7M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$2.56M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.12M
3
Comerica Bank
3
Comerica Bank
Texas
$3.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$8.5M
3
DWA
3
Dorsey Wright & Associates
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.08M
5
UCFA
5
United Capital Financial Advisors
Texas
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$139K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$133K +$294 +8 +0.2%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$102K +$72.9K +2,000 +250%
AH
54
Achievement Holdings
Illinois
$97.2K -$18.3K -638,200 -16%
MFS
55
MSI Financial Services
Massachusetts
$59K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$38K – – –
GWA
57
Genesis Wealth Advisors
Massachusetts
$36.6K -$9.15K -250 -20%
TFA
58
Transamerica Financial Advisors
Florida
$23K -$4.35K -116 -16%
BCI
59
Brinker Capital Investments
Pennsylvania
$18K +$293 +8 +2%
PFP
60
Pinnacle Financial Partners
Tennessee
$15K – – –
TIM
61
Tortoise Investment Management
New York
$11K +$11K +300 New
RIA
62
Regal Investment Advisors
Michigan
$7K – – –
Citigroup
63
Citigroup
New York
$1K +$1K +26 New
AIA
64
Arrow Investment Advisors
Maryland
– -$23.6M -635,674 Closed
DWA
65
Dorsey Wright & Associates
California
– -$9.5M -255,902 Closed
Franklin Resources
66
Franklin Resources
California
– -$642K -17,250 Closed
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
– -$261K -7,018 Closed
BRWM
68
B. Riley Wealth Management
Tennessee
– -$172K -4,644 Closed
PMFA
69
Plante Moran Financial Advisors
Michigan
– -$50K -1,342 Closed
Creative Planning
70
Creative Planning
Kansas
– -$12K -334 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$7K -200 Closed
HCM
72
Horrell Capital Management
Arkansas
– -$8K -80 Closed
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