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WisdomTree US Total Dividend Fund
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Overview Fund Activity

95 hedge funds and large institutions have $184M invested in WisdomTree US Total Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
25
Closed
15
Calls
$9.35M
Puts
$12.7M
Net Calls
-$3.31M
Net Calls Change
-$2.14M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.28M
2
Wells Fargo
Wells Fargo
California
+$3.15M
3
Goldman Sachs
Goldman Sachs
New York
+$1.81M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.61M
5
LPL Financial
LPL Financial
California
+$568K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
-$1.7M
2
Jane Street
Jane Street
New York
-$1.36M
3
CIC
Cutler Investment Counsel
Oregon
-$654K
4
CA
Clearstead Advisors
Ohio
-$414K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
Citigroup
77
Citigroup
New York
$42K +$42K +1,000 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.8K – – –
S
79
SignatureFD
Georgia
$27K -$93.3K -2,176 -78%
AOWM
80
Alpha Omega Wealth Management
Virginia
$27K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$27K +$249 +6 +0.9%
AIC
82
Ameritas Investment Company
Nebraska
$25K +$25K +590 New
GRP
83
Global Retirement Partners
California
$24K -$13.7K -324 -36%
AIC
84
Archer Investment Corporation
Indiana
$21K +$21K +500 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$17K – – –
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
TIM
87
Tortoise Investment Management
New York
$13K – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$11K +$88 +2 +0.8%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10K – – –
SIS
90
Sound Income Strategies
Florida
$10K – – –
AIM
91
Anchor Investment Management
South Carolina
$8.79K +$85 +2 +1%
JFA
92
JNBA Financial Advisors
Minnesota
$6K -$20.7K -496 -78%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1K +$1K +12 New
LWM
94
Liberty Wealth Management
California
$1K +$1K +26 New
SFS
95
Sowell Financial Services
Arkansas
– -$1.7M -98,528 Closed
BFPW
96
BOK Financial Private Wealth
Colorado
– -$218K -4,544 Closed
CW
97
Cobiz Wealth
Colorado
– -$217K -4,520 Closed
BFA
98
Benedict Financial Advisors
Georgia
– -$215K -4,470 Closed
TPWA
99
TRUE Private Wealth Advisors
Oregon
– -$182K -3,786 Closed
SEIA
100
Signature Estate & Investment Advisors
California
– -$105K -2,184 Closed
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