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WisdomTree US Total Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $218M invested in WisdomTree US Total Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
20
Closed
10
Calls
$15.9M
Puts
$16.2M
Net Calls
-$298K
Net Calls Change
+$3.01M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.17M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.49M
3
IAA
Independent Advisor Alliance
North Carolina
+$4.41M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.01M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.16M
2
Jane Street
Jane Street
New York
-$2.82M
3
BP
Ballentine Partners
Massachusetts
-$1.02M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$707K
5
GVAG
Great Valley Advisor Group
Delaware
-$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Jacobi Capital Management
Pennsylvania
$31K +$190 +4 +0.6%
GRP
77
Global Retirement Partners
California
$31K +$3.84K +80 +14%
AOWM
78
Alpha Omega Wealth Management
Virginia
$30K – – –
S
79
SignatureFD
Georgia
$30K +$189 +4 +0.6%
AIC
80
Archer Investment Corporation
Indiana
$24K – – –
GWMIA
81
Global Wealth Management Investment Advisory
Florida
$24K +$24K +500 New
WCG
82
Weaver Consulting Group
California
$21K +$21K +440 New
TIM
83
Tortoise Investment Management
New York
$14K – – –
MSFP
84
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$11K – – –
SIS
87
Sound Income Strategies
Florida
$11K – – –
AIM
88
Anchor Investment Management
South Carolina
$9.86K – – –
JFA
89
JNBA Financial Advisors
Minnesota
$7K – – –
LWM
90
Liberty Wealth Management
California
$1K – – –
JPLA
91
Joseph P. Lucia & Associates
New York
$275 +$275 +53,080 New
Jane Street
92
Jane Street
New York
– -$2.82M -66,750 Closed
GVAG
93
Great Valley Advisor Group
Delaware
– -$536K -27,872 Closed
BP
94
Ballentine Partners
Massachusetts
– -$1.02M -24,000 Closed
BAM
95
Belpointe Asset Management
Nevada
– -$363K -8,582 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$311K -7,348 Closed
WIC
97
Willis Investment Counsel
Georgia
– -$292K -6,906 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
– -$232K -5,490 Closed
NFG
99
Next Financial Group
Texas
– -$115K -2,722 Closed
AIC
100
Ameritas Investment Company
Nebraska
– -$25K -590 Closed
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