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WisdomTree US Total Dividend Fund
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Overview Fund Activity

116 hedge funds and large institutions have $220M invested in WisdomTree US Total Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
22
Reduced
35
Closed
24
Calls
$9.02M
Puts
$13.1M
Net Calls
-$4.06M
Net Calls Change
-$57.7M

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
SMG
Smart Money Group
Texas
+$4.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.37M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$6.72M
2
EW
Evoke Wealth
California
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.35M
4
CWM
Connecticut Wealth Management
Connecticut
-$1.33M
5
AIP
Almanack Investment Partners
Pennsylvania
-$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$390K -$77.3K -1,974 -17%
Ameriprise
52
Ameriprise
Minnesota
$346K -$2.35K -60 -0.7%
CAC
53
Certified Advisory Corp
Florida
$346K +$82.2K +2,096 +31%
BP
54
Ballentine Partners
Massachusetts
$338K – – –
APW
55
Aurora Private Wealth
New Jersey
$336K +$336K +8,584 New
CA
56
Cetera Advisors
Colorado
$331K -$24.3K -620 -7%
BAM
57
Belpointe Asset Management
Nevada
$330K – – –
MIM
58
Moseley Investment Management
Florida
$322K – – –
GCA
59
Gradient Capital Advisors
California
$312K -$46.9K -1,200 -13%
APA
60
American Portfolios Advisors
New York
$305K – – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$297K -$82.2K -2,096 -22%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$273K – – –
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$269K -$9.25K -236 -3%
QCM
64
Quest Capital Management
Texas
$266K – – –
WIC
65
Willis Investment Counsel
Georgia
$260K – – –
LWAC
66
Laurel Wealth Advisors (California)
California
$239K -$22K -560 -8%
TSS
67
Two Sigma Securities
New York
$239K +$239K +6,112 New
BFPW
68
BOK Financial Private Wealth
Colorado
$238K – – –
HIM
69
Hotaling Investment Management
Pennsylvania
$230K – – –
NFG
70
Next Financial Group
Texas
$206K – – –
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$201K +5,138 New
PA
72
Parallel Advisors
California
$195K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$178K -$8.54K -218 -5%
GWM
74
Geneos Wealth Management
Colorado
$158K – – –
TPWA
75
TRUE Private Wealth Advisors
Oregon
$148K – – –
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3
4 5