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WisdomTree US Total Dividend Fund
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Overview Fund Activity

97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
24
Closed
7
Calls
$11.4M
Puts
$12.5M
Net Calls
-$1.17M
Net Calls Change
-$4.83M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.75M
2
SFS
2
Sowell Financial Services
Arkansas
$1.7M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.65M
4
LC
4
LCNB Corp
Ohio
$1.47M
5
EWM
5
Evercore Wealth Management
New York
$908K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4M
2
CA
2
Clearstead Advisors
Ohio
$1.57M
3
CCA
3
Clearwater Capital Advisors
Illinois
$3.4M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$49K – – –
GRP
77
Global Retirement Partners
California
$43K -$3.09K -64 -7%
DBT
78
Dubuque Bank & Trust
Iowa
$41K – – –
AA
79
Ancora Advisors
Ohio
$41K +$41K +864 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.3K -$9.6K -200 -20%
AOWM
81
Alpha Omega Wealth Management
Virginia
$31K – – –
JCM
82
Jacobi Capital Management
Pennsylvania
$31K +$193 +4 +0.6%
JFA
83
JNBA Financial Advisors
Minnesota
$31K +$24K +496 +344%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$19K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$19K – – –
TIM
86
Tortoise Investment Management
New York
$14K – – –
MSFP
87
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$12K -$97 -2 -0.8%
SIS
89
Sound Income Strategies
Florida
$11K – – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$11K – – –
TRCT
91
Tower Research Capital (TRC)
New York
$10K -$11K -222 -52%
AIM
92
Anchor Investment Management
South Carolina
$9.87K +$96 +2 +1%
CPIG
93
Chicago Partners Investment Group
Illinois
$8K – – –
ML
94
McAdam LLC
Pennsylvania
$6K – – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
IAA
96
Independent Advisor Alliance
North Carolina
$1K -$21 -460 -2%
FAIM
97
Financial Advocates Investment Management
Washington
– -$283K -6,218 Closed
SFWA
98
Summit Financial Wealth Advisors
Louisiana
– -$211K -4,734 Closed
RCG
99
Ruggie Capital Group
Florida
– -$67K -1,476 Closed
AF
100
Advisornet Financial
Minnesota
– -$45K -990 Closed
1 2 3
4
5