DTD icon

WisdomTree US Total Dividend Fund

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
51
Kendall Capital Management
Maryland
$236K +$236K +5,080 New
PA
52
Parallel Advisors
California
$232K
RFC
53
Regions Financial Corp
Alabama
$223K
SFWA
54
Summit Financial Wealth Advisors
Louisiana
$220K -$101K -2,166 -31%
TSS
55
Two Sigma Securities
New York
$206K +$206K +4,434 New
GWM
56
Geneos Wealth Management
Colorado
$190K
IA
57
IFP Advisors
Florida
$181K +$44.3K +954 +32%
US Bancorp
58
US Bancorp
Minnesota
$177K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$164K +$278 +6 +0.2%
ASN
60
Advisory Services Network
Georgia
$162K
FAAS
61
First Allied Advisory Services
California
$161K +$161K +3,482 New
FANJ
62
Financial Architects (New Jersey)
New Jersey
$130K
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104K +$74.3K +1,604 +250%
TF
64
Tompkins Financial
New York
$79K
BC
65
Barnett & Company
Tennessee
$74K
BlackRock
66
BlackRock
New York
$71K +$2.22K +48 +3%
RCG
67
Ruggie Capital Group
Florida
$69K
SIAS
68
Shine Investment Advisory Services
Colorado
$65K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K +$9.3K +200 +22%
GRP
70
Global Retirement Partners
California
$48K -$23.5K -500 -33%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$47K +$18.4K +400 +64%
AF
72
Advisornet Financial
Minnesota
$46K +$46K +990 New
CAC
73
Certified Advisory Corp
Florida
$41K +$41K +888 New
DBT
74
Dubuque Bank & Trust
Iowa
$40K
CA
75
Calton & Associates
Florida
$33K +$33K +700 New