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WisdomTree US Total Dividend Fund
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Overview Fund Activity

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$11.6M
2
Jane Street
2
Jane Street
New York
$7.62M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.18M
4
LPL Financial
4
LPL Financial
California
$41.6M
5
CIC
5
Cutler Investment Counsel
Oregon
$2.05M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$550K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$756K
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
76
Alpha Omega Wealth Management
Virginia
$30K – – –
JCM
77
Jacobi Capital Management
Pennsylvania
$30K +$30K +632 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$25K +$25K +544 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$19K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$19K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$18K – – –
TIM
82
Tortoise Investment Management
New York
$14K – – –
MSFP
83
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$11K -$8.87K -200 -45%
SIS
85
Sound Income Strategies
Florida
$11K +$11K +234 New
AIM
86
Anchor Investment Management
South Carolina
$9.48K +$9.48K +204 New
CPIG
87
Chicago Partners Investment Group
Illinois
$9K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$7K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
ICOA
90
Investment Centers of America
North Dakota
– -$1.68M -38,222 Closed
MIAN
91
Mariner Independent Advisor Network
Kansas
– -$1.51M -34,398 Closed
Comerica Bank
92
Comerica Bank
Texas
– -$366K -8,242 Closed
PAG
93
Private Advisor Group
New Jersey
– -$342K -7,724 Closed
BF
94
BOK Financial
Oklahoma
– -$111K -2,528 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
– -$2K -50 Closed
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