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WisdomTree US Total Dividend Fund
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Overview Fund Activity

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.9M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.84M
3
Jane Street
Jane Street
New York
+$2.75M
4
LPL Financial
LPL Financial
California
+$2.48M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.95M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.12M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
LC
LCNB Corp
Ohio
-$552K
4
CCA
Clearwater Capital Advisors
Illinois
-$419K
5
CWM
Connecticut Wealth Management
Connecticut
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
51
Gradient Capital Advisors
California
$484K – – –
CA
52
Cetera Advisors
Colorado
$479K +$479K +9,068 New
Ameriprise
53
Ameriprise
Minnesota
$470K -$105K -1,994 -18%
BP
54
Ballentine Partners
Massachusetts
$456K – – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$453K +$29.5K +558 +7%
BAM
56
Belpointe Asset Management
Nevada
$445K -$1.06K -20 -0.2%
MIM
57
Moseley Investment Management
Florida
$434K – – –
JIC
58
Joel Isaacson & Co
New York
$422K +$422K +8,000 New
APA
59
American Portfolios Advisors
New York
$411K – – –
FLPIM
60
F.L. Putnam Investment Management
Massachusetts
$375K – – –
Baird Financial Group
61
Baird Financial Group
Wisconsin
$368K -$1.79K -34 -0.5%
QCM
62
Quest Capital Management
Texas
$359K – – –
CAC
63
Certified Advisory Corp
Florida
$355K +$844 +16 +0.2%
LWAC
64
Laurel Wealth Advisors (California)
California
$351K +$99.7K +1,890 +40%
WIC
65
Willis Investment Counsel
Georgia
$350K -$10K -190 -3%
VCP
66
Verus Capital Partners
Arizona
$340K +$340K +6,446 New
DAS
67
Dynamic Advisor Solutions
Arizona
$333K -$23.1K -438 -6%
BFPW
68
BOK Financial Private Wealth
Colorado
$321K +$321K +6,076 New
IC
69
Intersect Capital
California
$315K -$17.3K -328 -5%
HIM
70
Hotaling Investment Management
Pennsylvania
$310K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$304K +$25.4K +482 +9%
NFG
72
Next Financial Group
Texas
$278K +$63.4K +1,200 +30%
ACM
73
AlphaStar Capital Management
North Carolina
$274K -$14.7K -278 -5%
PA
74
Parallel Advisors
California
$264K – – –
NA
75
NewEdge Advisors
Louisiana
$263K +$263K +4,992 New
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3
4 5