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WisdomTree US Total Dividend Fund
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Overview Fund Activity

84 hedge funds and large institutions have $185M invested in WisdomTree US Total Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
23
Reduced
29
Closed
10
Calls
$2.61M
Puts
$650K
Net Calls
+$1.96M
Net Calls Change
-$9.45M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.08M
3
Jane Street
3
Jane Street
New York
$5.96M
4
BP
4
Ballentine Partners
Massachusetts
$1.14M
5
Wells Fargo
5
Wells Fargo
California
$15.4M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$1.93M
5
CIC
5
Cutler Investment Counsel
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$216K – – –
RFC
52
Regions Financial Corp
Alabama
$204K – – –
GWM
53
Geneos Wealth Management
Colorado
$174K – – –
US Bancorp
54
US Bancorp
Minnesota
$162K – – –
ASN
55
Advisory Services Network
Georgia
$133K – – –
IA
56
IFP Advisors
Florida
$123K +$424 +10 +0.3%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$119K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$109K +$169 +4 +0.2%
BC
59
Barnett & Company
Tennessee
$68K – – –
BlackRock
60
BlackRock
New York
$63K -$339 -8 -0.5%
RCG
61
Ruggie Capital Group
Florida
$63K – – –
SIAS
62
Shine Investment Advisory Services
Colorado
$60K +$60K +1,400 New
GRP
63
Global Retirement Partners
California
$59K – – –
WA
64
WFG Advisors
Texas
$56K +$85 +2 +0.2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.6K – – –
DADC
67
D.A. Davidson & Co
Montana
$38K – – –
DBT
68
Dubuque Bank & Trust
Iowa
$36K -$36.2K -860 -50%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K +$5.76K +134 +26%
AOWM
70
Alpha Omega Wealth Management
Virginia
$27K – – –
YWP
71
YorkBridge Wealth Partners
New York
$26K – – –
SF
72
Synovus Financial
Georgia
$26K +$26K +600 New
SEI Investments
73
SEI Investments
Pennsylvania
$25K +$25K +582 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$19K – – –
NFG
75
Next Financial Group
Texas
$19K +$19K +458 New
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