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WisdomTree US Total Dividend Fund

93 hedge funds and large institutions have $218M invested in WisdomTree US Total Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
20
Closed
10
Calls
$15.9M
Puts
$16.2M
Net Calls
-$298K
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
51
Certified Advisory Corp
Florida
$314K +$23.2K +490 +8%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$312K -$19.5K -412 -6%
HIM
53
Hotaling Investment Management
Pennsylvania
$278K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$261K +$13.6K +288 +6%
MML Investors Services
55
MML Investors Services
Massachusetts
$251K -$8.7K -184 -3%
PA
56
Parallel Advisors
California
$237K
TTWM
57
TCV Trust & Wealth Management
Virginia
$234K
RFC
58
Regions Financial Corp
Alabama
$227K
LWAC
59
Laurel Wealth Advisors (California)
California
$218K +$218K +4,604 New
GWM
60
Geneos Wealth Management
Colorado
$193K
US Bancorp
61
US Bancorp
Minnesota
$180K
ASN
62
Advisory Services Network
Georgia
$148K
FANJ
63
Financial Architects (New Jersey)
New Jersey
$132K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$121K
IA
65
IFP Advisors
Florida
$117K -$118K -2,496 -50%
FHA
66
Flagship Harbor Advisors
Massachusetts
$98K +$282 +6 +0.3%
TF
67
Tompkins Financial
New York
$76K
CFGS
68
Concourse Financial Group Securities
Alabama
$68K
SIAS
69
Shine Investment Advisory Services
Colorado
$66K
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$48K
Citigroup
71
Citigroup
New York
$47K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$46K +$45.4K +958 +7,983%
GSWM
73
Golden State Wealth Management
California
$46K +$46K +978 New
AIA
74
Alera Investment Advisors
Illinois
$41K +$41K +876 New
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.7K