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WisdomTree US Total Dividend Fund

91 hedge funds and large institutions have $178M invested in WisdomTree US Total Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
35
Closed
6
Calls
$16.4M
Puts
$12.7M
Net Calls
+$3.66M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
51
Cobiz Wealth
Colorado
$206K -$6.93K -152 -3%
GWM
52
Geneos Wealth Management
Colorado
$186K
US Bancorp
53
US Bancorp
Minnesota
$173K
PCM
54
Peak Capital Management
Colorado
$171K +$89.5K +1,966 +110%
ASN
55
Advisory Services Network
Georgia
$147K -$16.9K -360 -10%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$128K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$121K -$39.8K -876 -25%
SEIA
58
Signature Estate & Investment Advisors
California
$110K -$1.68M -36,916 -94%
IGGA
59
Iron Gate Global Advisors
Utah
$95K +$95K +2,080 New
FHA
60
Flagship Harbor Advisors
Massachusetts
$94K +$94K +2,064 New
CAC
61
Certified Advisory Corp
Florida
$83K +$183 +4 +0.2%
TF
62
Tompkins Financial
New York
$78K
BlackRock
63
BlackRock
New York
$68K -$1.19K -26 -2%
RCG
64
Ruggie Capital Group
Florida
$67K
SIAS
65
Shine Investment Advisory Services
Colorado
$64K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$47K
AF
67
Advisornet Financial
Minnesota
$45K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.5K -$7.02K -154 -14%
GRP
69
Global Retirement Partners
California
$43K
DBT
70
Dubuque Bank & Trust
Iowa
$39K
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K -$75.2K -1,650 -71%
AOWM
72
Alpha Omega Wealth Management
Virginia
$29K
JCM
73
Jacobi Capital Management
Pennsylvania
$29K +$181 +4 +0.6%
S
74
SignatureFD
Georgia
$28K +$28K +620 New
BCA
75
Bay Colony Advisors
Massachusetts
$21K +$21K +470 New