DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

65 hedge funds and large institutions have $143M invested in WisdomTree US Total Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
16
Reduced
26
Closed
9
Calls
$31.7M
Puts
$52.5M
Net Calls
-$20.8M
Net Calls Change
-$43.8M

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$3.19M
2
William Blair & Company
2
William Blair & Company
Illinois
$2.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
4
Bank of America
North Carolina
$31.7M
5
Wells Fargo
5
Wells Fargo
California
$10.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.1M
2
WIM
2
Waverton Investment Management
United Kingdom
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$4.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$16M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$107K 1,400 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$98K 1,276 +3 +0.2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$85K 1,108 +40 +4%
DBT
54
Dubuque Bank & Trust
Iowa
$66K 858 +858 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K 813 +813 New
BlackRock
56
BlackRock
New York
$58K 755 – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$37K 475 +375 +375%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$25K 323 – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$12K 150 – –
TIM
60
Tortoise Investment Management
New York
$12K 150 – –
MSFP
61
Mark Sheptoff Financial Planning
Connecticut
$12K 150 – –
KKAMG
62
Kernodle & Katon Asset Management Group
Arkansas
$8K 110 – –
JFA
63
JNBA Financial Advisors
Minnesota
$6K 72 – –
WIM
64
Waverton Investment Management
United Kingdom
– – -65,805 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– – -15,507 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– – -3,013 Closed
AIG
67
American International Group
New York
– – -3,010 Closed
SG Americas Securities
68
SG Americas Securities
New York
– – -1,404 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– – -1,000 Closed
TFA
70
Transamerica Financial Advisors
Florida
– – -253 Closed
BCI
71
Brinker Capital Investments
Pennsylvania
– – -150 Closed
TRCT
72
Tower Research Capital (TRC)
New York
$0 1 -132 -99%
Citigroup
73
Citigroup
New York
– – -48 Closed
Simplex Trading
74
Simplex Trading
Illinois
– – – –
SG
75
Societe Generale
– – – –
1 2
3
4