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WisdomTree US Total Dividend Fund
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Overview Fund Activity

91 hedge funds and large institutions have $178M invested in WisdomTree US Total Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
35
Closed
6
Calls
$16.4M
Puts
$12.7M
Net Calls
+$3.66M
Net Calls Change
-$2.96M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.66M
2
KCM
Kendall Capital Management
Maryland
+$1.46M
3
LPL Financial
LPL Financial
California
+$1.31M
4
HB
Homrich & Berg
Georgia
+$636K
5
Bank of America
Bank of America
North Carolina
+$517K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.86M
3
SEIA
Signature Estate & Investment Advisors
California
-$1.68M
4
LC
LCNB Corp
Ohio
-$1.12M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$19K – – –
BFEC
77
Benjamin F. Edwards & Company
Missouri
$18K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$18K – – –
TIM
79
Tortoise Investment Management
New York
$14K – – –
MSFP
80
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
SIS
81
Sound Income Strategies
Florida
$11K – – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$11K +$88 +2 +0.8%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$10K -$7.7K -174 -44%
AIM
84
Anchor Investment Management
South Carolina
$9.33K – – –
SEI Investments
85
SEI Investments
Pennsylvania
$9K +$9K +192 New
CPIG
86
Chicago Partners Investment Group
Illinois
$8K – – –
JFA
87
JNBA Financial Advisors
Minnesota
$7K – – –
ML
88
McAdam LLC
Pennsylvania
$6K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
IAA
90
Independent Advisor Alliance
North Carolina
$1K +$1K +22,688 New
LC
91
LCNB Corp
Ohio
– -$1.12M -25,028 Closed
MIAN
92
Mariner Independent Advisor Network
Kansas
– -$910K -20,436 Closed
PAG
93
Private Advisor Group
New Jersey
– -$321K -7,208 Closed
LI
94
LVZ Inc
Michigan
– -$289K -6,490 Closed
CAN
95
Cetera Advisor Networks
California
– -$259K -5,832 Closed
SWP
96
Stratos Wealth Partners
Ohio
– -$77K -1,730 Closed
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