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WisdomTree US Total Dividend Fund
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Overview Fund Activity

97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
24
Closed
7
Calls
$11.4M
Puts
$12.5M
Net Calls
-$1.17M
Net Calls Change
-$4.83M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.75M
2
SFS
2
Sowell Financial Services
Arkansas
$1.7M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.65M
4
LC
4
LCNB Corp
Ohio
$1.47M
5
EWM
5
Evercore Wealth Management
New York
$908K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4M
2
CA
2
Clearstead Advisors
Ohio
$1.57M
3
CCA
3
Clearwater Capital Advisors
Illinois
$3.4M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$255K -$68.8K -1,432 -21%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$251K – – –
TTWM
53
TCV Trust & Wealth Management
Virginia
$247K – – –
PA
54
Parallel Advisors
California
$240K – – –
RFC
55
Regions Financial Corp
Alabama
$230K – – –
BFPW
56
BOK Financial Private Wealth
Colorado
$218K – – –
CW
57
Cobiz Wealth
Colorado
$217K – – –
BFA
58
Benedict Financial Advisors
Georgia
$215K -$4.14K -86 -2%
GWM
59
Geneos Wealth Management
Colorado
$196K – – –
US Bancorp
60
US Bancorp
Minnesota
$182K – – –
TPWA
61
TRUE Private Wealth Advisors
Oregon
$182K +$182K +3,786 New
ASN
62
Advisory Services Network
Georgia
$150K – – –
S
63
SignatureFD
Georgia
$135K +$105K +2,186 +353%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$134K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$123K -$5.19K -108 -4%
SEIA
66
Signature Estate & Investment Advisors
California
$105K -$10.9K -226 -9%
FHA
67
Flagship Harbor Advisors
Massachusetts
$100K +$386 +8 +0.4%
IGGA
68
Iron Gate Global Advisors
Utah
$95K – – –
CAC
69
Certified Advisory Corp
Florida
$87K +$382 +8 +0.4%
PCM
70
Peak Capital Management
Colorado
$83K -$91.2K -1,966 -52%
SWP
71
Stratos Wealth Partners
Ohio
$83K +$83K +1,738 New
TF
72
Tompkins Financial
New York
$77K -$4.8K -100 -6%
BlackRock
73
BlackRock
New York
$72K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$71K +$71K +1,476 New
SIAS
75
Shine Investment Advisory Services
Colorado
$67K – – –
1 2
3
4 5