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WisdomTree US Total Dividend Fund

89 hedge funds and large institutions have $177M invested in WisdomTree US Total Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
33
Closed
7
Calls
$10.8M
Puts
$4.16M
Net Calls
+$6.62M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$211K
BFA
52
Benedict Financial Advisors
Georgia
$209K -$16.6K -372 -7%
CW
53
Cobiz Wealth
Colorado
$208K -$25.8K -580 -11%
BFPW
54
BOK Financial Private Wealth
Colorado
$203K -$40.6K -908 -17%
GWM
55
Geneos Wealth Management
Colorado
$182K
IA
56
IFP Advisors
Florida
$181K
US Bancorp
57
US Bancorp
Minnesota
$169K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$157K +$266 +6 +0.2%
ASN
59
Advisory Services Network
Georgia
$156K
FANJ
60
Financial Architects (New Jersey)
New Jersey
$125K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103K +$2.77K +62 +3%
CAC
62
Certified Advisory Corp
Florida
$80K +$40.7K +920 +104%
PCM
63
Peak Capital Management
Colorado
$80K +$80K +1,790 New
SWP
64
Stratos Wealth Partners
Ohio
$77K +$77K +1,730 New
TF
65
Tompkins Financial
New York
$76K
BlackRock
66
BlackRock
New York
$68K -$807 -18 -1%
RCG
67
Ruggie Capital Group
Florida
$66K
SIAS
68
Shine Investment Advisory Services
Colorado
$62K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.4K
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$46K
AF
71
Advisornet Financial
Minnesota
$44K
GRP
72
Global Retirement Partners
California
$43K -$3.07K -68 -7%
DBT
73
Dubuque Bank & Trust
Iowa
$38K
AOWM
74
Alpha Omega Wealth Management
Virginia
$29K
JCM
75
Jacobi Capital Management
Pennsylvania
$28K +$176 +4 +0.6%