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WisdomTree US Total Dividend Fund

95 hedge funds and large institutions have $184M invested in WisdomTree US Total Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
25
Closed
15
Calls
$9.35M
Puts
$12.7M
Net Calls
-$3.31M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
51
Willis Investment Counsel
Georgia
$292K
Stifel Financial
52
Stifel Financial
Missouri
$290K +$64.9K +1,532 +29%
QCM
53
Quest Capital Management
Texas
$288K +$288K +6,800 New
CAC
54
Certified Advisory Corp
Florida
$260K +$183K +4,324 +238%
HIM
55
Hotaling Investment Management
Pennsylvania
$249K +$249K +5,880 New
MML Investors Services
56
MML Investors Services
Massachusetts
$232K -$25.9K -612 -10%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$232K +$232K +5,490 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$221K
PA
59
Parallel Advisors
California
$211K
TTWM
60
TCV Trust & Wealth Management
Virginia
$209K -$8.44K -200 -4%
IA
61
IFP Advisors
Florida
$208K -$22.8K -544 -10%
RFC
62
Regions Financial Corp
Alabama
$203K
IC
63
Intersect Capital
California
$201K +$201K +4,750 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$193K +$130K +3,080 +209%
GWM
65
Geneos Wealth Management
Colorado
$171K
US Bancorp
66
US Bancorp
Minnesota
$161K
ASN
67
Advisory Services Network
Georgia
$132K
FANJ
68
Financial Architects (New Jersey)
New Jersey
$118K
NFG
69
Next Financial Group
Texas
$115K +$115K +2,722 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$108K
FHA
71
Flagship Harbor Advisors
Massachusetts
$88K +$338 +8 +0.4%
TF
72
Tompkins Financial
New York
$68K
BlackRock
73
BlackRock
New York
$62K -$673 -16 -1%
CFGS
74
Concourse Financial Group Securities
Alabama
$60K +$60K +1,440 New
SIAS
75
Shine Investment Advisory Services
Colorado
$59K