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WisdomTree US Total Dividend Fund
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Overview Fund Activity

68 hedge funds and large institutions have $162M invested in WisdomTree US Total Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
23
Reduced
22
Closed
8
Calls
$71.7M
Puts
$48.8M
Net Calls
+$22.9M
Net Calls Change
-$53.2M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$4.89M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.9M
5
TCM
5
Tradition Capital Management
New Jersey
$572K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
UBS Group
3
UBS Group
Switzerland
$3.18M
4
CS
4
Credit Suisse
Switzerland
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$104K +$104K +2,808 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$94K -$20.1K -544 -18%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$79K +$79K +2,136 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$74K – – –
CK
55
Carnick & Kubik
Colorado
$63K +$63K +1,700 New
BlackRock
56
BlackRock
New York
$56K +$56K +1,510 New
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$24K – – –
TFA
58
Transamerica Financial Advisors
Florida
$19K +$150 +4 +0.8%
BCI
59
Brinker Capital Investments
Pennsylvania
$11K -$3.01K -82 -21%
MSFP
60
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
TIM
61
Tortoise Investment Management
New York
$11K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$11K +$11K +300 New
TRCT
63
Tower Research Capital (TRC)
New York
$10K +$2.48K +66 +33%
KKAMG
64
Kernodle & Katon Asset Management Group
Arkansas
$8K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +200 New
JFA
66
JNBA Financial Advisors
Minnesota
$5K +$5K +144 New
Citigroup
67
Citigroup
New York
$4K +$4K +96 New
CS
68
Credit Suisse
Switzerland
– -$1.74M -48,654 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$1.46M -40,806 Closed
Jane Street
70
Jane Street
New York
– -$813K -22,702 Closed
VKH
71
Virtu KCG Holdings
New York
– -$427K -11,930 Closed
CAN
72
Cetera Advisor Networks
California
– -$317K -8,838 Closed
WCM
73
Wealthcare Capital Management
Virginia
– -$19K -522 Closed
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
– -$14.6K -408 Closed
CCS
75
Crosspoint Capital Strategies
California
– -$7K -192 Closed
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