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WisdomTree US Total Dividend Fund
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Overview Fund Activity

79 hedge funds and large institutions have $187M invested in WisdomTree US Total Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
23
Closed
11
Calls
$43.3M
Puts
$1.08M
Net Calls
+$42.2M
Net Calls Change
+$40.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.4M
3
Bank of America
3
Bank of America
North Carolina
$41.5M
4
UBS Group
4
UBS Group
Switzerland
$5.29M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$470K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.48M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$5.85M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.41M
4
Morgan Stanley
4
Morgan Stanley
New York
$13M
5
CWM
5
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$167K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$155K +$42K +956 +37%
ASN
53
Advisory Services Network
Georgia
$153K +$15.8K +360 +12%
IA
54
IFP Advisors
Florida
$129K +$1.93K +44 +2%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$123K – – –
BF
56
BOK Financial
Oklahoma
$111K +$111K +2,528 New
TF
57
Tompkins Financial
New York
$75K +$75K +1,704 New
BC
58
Barnett & Company
Tennessee
$70K – – –
GRP
59
Global Retirement Partners
California
$67K +$5.9K +134 +10%
BlackRock
60
BlackRock
New York
$65K – – –
RCG
61
Ruggie Capital Group
Florida
$65K – – –
SIAS
62
Shine Investment Advisory Services
Colorado
$61K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$42K – – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8K – – –
DBT
65
Dubuque Bank & Trust
Iowa
$38K – – –
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K -$436 -10 -2%
AOWM
67
Alpha Omega Wealth Management
Virginia
$28K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$27K +$27K +622 New
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$18K – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$18K +$18K +400 New
SPIA
72
Steward Partners Investment Advisory
New York
$17K +$17K +400 New
TIM
73
Tortoise Investment Management
New York
$13K – – –
MSFP
74
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
CPIG
75
Chicago Partners Investment Group
Illinois
$8K -$8K -186 -50%
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