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WisdomTree US Total Dividend Fund
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Overview Fund Activity

72 hedge funds and large institutions have $159M invested in WisdomTree US Total Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
21
Reduced
24
Closed
3
Calls
$22.3M
Puts
$28.5M
Net Calls
-$6.14M
Net Calls Change
+$14.7M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.57M
3
VKH
3
Virtu KCG Holdings
New York
$3.23M
4
Bank of America
4
Bank of America
North Carolina
$34M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$7.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$286K
3
Morgan Stanley
3
Morgan Stanley
New York
$14.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.96M
5
CWM
5
Concert Wealth Management
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$160K 2,050 +400 +24%
US Bancorp
52
US Bancorp
Minnesota
$148K 1,900 – –
BC
53
Barnett & Company
Tennessee
$125K 1,600 +1,600 New
IA
54
IFP Advisors
Florida
$112K 1,433 +6 +0.4%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K 1,419 +606 +75%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$109K 1,400 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$100K 1,279 +3 +0.2%
AG
58
Advisor Group
Arizona
$89K 1,134 -1,877 -62%
ACM
59
Argentus Capital Management
Texas
$87K 1,113 +1,113 New
DBT
60
Dubuque Bank & Trust
Iowa
$67K 858 – –
BlackRock
61
BlackRock
New York
$59K 755 – –
RCG
62
Ruggie Capital Group
Florida
$58K 738 +738 New
DADC
63
D.A. Davidson & Co
Montana
$35K 450 +450 New
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$18K 224 -99 -31%
GWA
65
Guidant Wealth Advisors
Illinois
$14K 185 +185 New
TIM
66
Tortoise Investment Management
New York
$12K 150 – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$12K 150 – –
MSFP
68
Mark Sheptoff Financial Planning
Connecticut
$12K 150 – –
KKAMG
69
Kernodle & Katon Asset Management Group
Arkansas
$9K 110 – –
TRCT
70
Tower Research Capital (TRC)
New York
$7K 96 +95 +9,500%
FNBT
71
FineMark National Bank & Trust
Florida
$2K 31 +31 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
– – -1,108 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– – -475 Closed
JFA
74
JNBA Financial Advisors
Minnesota
– – -72 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– – – –
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