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WisdomTree US Total Dividend Fund

86 hedge funds and large institutions have $217M invested in WisdomTree US Total Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
6
Calls
$15.1M
Puts
$3.7M
Net Calls
+$11.4M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
Advisor Group
Arizona
$248K +$203K +4,844 +449%
BFA
52
Benedict Financial Advisors
Georgia
$236K -$33.3K -792 -12%
SFG
53
StrategIQ Financial Group
Indiana
$230K +$252 +6 +0.1%
TTWM
54
TCV Trust & Wealth Management
Virginia
$227K
CAN
55
Cetera Advisor Networks
California
$211K -$1K -24 -0.5%
PA
56
Parallel Advisors
California
$210K
RFC
57
Regions Financial Corp
Alabama
$202K -$5.47K -130 -3%
GWM
58
Geneos Wealth Management
Colorado
$172K
US Bancorp
59
US Bancorp
Minnesota
$160K
ASN
60
Advisory Services Network
Georgia
$131K +$131K +3,130 New
IA
61
IFP Advisors
Florida
$121K +$419 +10 +0.3%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$118K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$108K +$252 +6 +0.2%
DBT
64
Dubuque Bank & Trust
Iowa
$72K
BC
65
Barnett & Company
Tennessee
$67K
BlackRock
66
BlackRock
New York
$63K -$675 -16 -1%
RCG
67
Ruggie Capital Group
Florida
$62K +$62K +1,476 New
GRP
68
Global Retirement Partners
California
$58K
WA
69
WFG Advisors
Texas
$56K -$94.3K -2,226 -63%
TRCT
70
Tower Research Capital (TRC)
New York
$55K +$54.7K +1,296 +16,200%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$42K +$42K +1,000 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.1K +$39.1K +930 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$39K
DADC
74
D.A. Davidson & Co
Montana
$37K
RFA
75
Reilly Financial Advisors
California
$28K +$28K +664 New