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WisdomTree US Total Dividend Fund
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Overview Fund Activity

80 hedge funds and large institutions have $173M invested in WisdomTree US Total Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
21
Reduced
27
Closed
8
Calls
$167M
Puts
$11.9M
Net Calls
+$155M
Net Calls Change
+$161M

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.86M
2
CA
2
Clearstead Advisors
Ohio
$3.83M
3
Wells Fargo
3
Wells Fargo
California
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$38.1M
5
UBS Group
5
UBS Group
Switzerland
$5.73M

Top Sellers

1
WIM
1
Waverton Investment Management
United Kingdom
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$5.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.08M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$203K 2,500 +2,500 New
RFC
52
Regions Financial Corp
Alabama
$200K 2,465 +2,465 New
GWM
53
Geneos Wealth Management
Colorado
$166K 2,050 – –
US Bancorp
54
US Bancorp
Minnesota
$154K 1,900 – –
WA
55
WFG Advisors
Texas
$144K 1,774 -2,169 -55%
IA
56
IFP Advisors
Florida
$117K 1,439 +6 +0.4%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$114K 1,400 – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$104K 1,282 +3 +0.2%
DBT
59
Dubuque Bank & Trust
Iowa
$70K 858 – –
BC
60
Barnett & Company
Tennessee
$65K 800 -800 -50%
BlackRock
61
BlackRock
New York
$61K 755 – –
GRP
62
Global Retirement Partners
California
$56K 694 +694 New
NFG
63
Next Financial Group
Texas
$49K 600 +600 New
AG
64
Advisor Group
Arizona
$44K 539 -595 -52%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$38K 475 +475 New
DADC
66
D.A. Davidson & Co
Montana
$36K 450 – –
AA
67
Ancora Advisors
Ohio
$28K 349 +349 New
YWP
68
YorkBridge Wealth Partners
New York
$27K 343 +343 New
AOWM
69
Alpha Omega Wealth Management
Virginia
$26K 320 +320 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K 257 -1,162 -82%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$19K 224 – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$18K 225 +75 +50%
TIM
73
Tortoise Investment Management
New York
$12K 150 – –
MSFP
74
Mark Sheptoff Financial Planning
Connecticut
$12K 150 – –
KKAMG
75
Kernodle & Katon Asset Management Group
Arkansas
$6K 70 -40 -36%
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