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WisdomTree US Total Dividend Fund
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Overview Fund Activity

66 hedge funds and large institutions have $167M invested in WisdomTree US Total Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
21
Reduced
25
Closed
5
Calls
$151M
Puts
$74.6M
Net Calls
+$76.2M
Net Calls Change
+$138M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
UBS Group
3
UBS Group
Switzerland
$6.52M
4
Bank of America
4
Bank of America
North Carolina
$32.3M
5
WIM
5
Waverton Investment Management
United Kingdom
$738K

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$980K
4
CS
4
Credit Suisse
Switzerland
$1.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$136K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$111K -$14.2K -394 -11%
IA
53
IFP Advisors
Florida
$101K +$101K +2,832 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$72K +$72K +2,000 New
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$23K -$14.2K -400 -38%
WCM
56
Wealthcare Capital Management
Virginia
$19K -$145K -3,974 -88%
TFA
57
Transamerica Financial Advisors
Florida
$18K -$4.16K -116 -19%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$14.6K +$14.6K +408 New
BCI
59
Brinker Capital Investments
Pennsylvania
$14K -$4.47K -122 -24%
TIM
60
Tortoise Investment Management
New York
$11K – – –
MSFP
61
Mark Sheptoff Financial Planning
Connecticut
$11K +$11K +300 New
VCAM
62
Valentine Capital Asset Management
California
$10K +$10K +300 New
KKAMG
63
Kernodle & Katon Asset Management Group
Arkansas
$8K +$8K +220 New
CCS
64
Crosspoint Capital Strategies
California
$7K +$7K +192 New
TRCT
65
Tower Research Capital (TRC)
New York
$7K +$7K +200 New
SG Americas Securities
66
SG Americas Securities
New York
– -$16.3M -6,219,880 Closed
AH
67
Achievement Holdings
Illinois
– -$24.3M -1,000,000 Closed
CA
68
Cetera Advisors
Colorado
– -$409K -12,082 Closed
CK
69
Carnick & Kubik
Colorado
– -$57.7K -1,700 Closed
RIA
70
Regal Investment Advisors
Michigan
– -$17K -520 Closed
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