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WisdomTree US Total Dividend Fund
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Overview Fund Activity

116 hedge funds and large institutions have $220M invested in WisdomTree US Total Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
22
Reduced
35
Closed
24
Calls
$9.02M
Puts
$13.1M
Net Calls
-$4.06M
Net Calls Change
-$57.7M

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
SMG
Smart Money Group
Texas
+$4.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.37M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$6.72M
2
EW
Evoke Wealth
California
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.35M
4
CWM
Connecticut Wealth Management
Connecticut
-$1.33M
5
AIP
Almanack Investment Partners
Pennsylvania
-$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$144K +$144K +3,598 New
ASN
77
Advisory Services Network
Georgia
$123K – – –
CAN
78
Claraphi Advisory Network
United States
$101K +$101K +2,578 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$100K – – –
IA
80
IFP Advisors
Florida
$89K – – –
VCP
81
Verus Capital Partners
Arizona
$85K -$167K -4,270 -66%
SCA
82
Stonebridge Capital Advisors
Minnesota
$71K – – –
TF
83
Tompkins Financial
New York
$58K – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$56K – – –
SIAS
85
Shine Investment Advisory Services
Colorado
$55K – – –
Citigroup
86
Citigroup
New York
$45K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$44K -$19.4K -492 -31%
FHA
88
Flagship Harbor Advisors
Massachusetts
$42K -$41.4K -1,046 -50%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$40K – – –
AA
90
Ancora Advisors
Ohio
$34K -$5.9K -150 -15%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$34K +$6.47K +166 +24%
SFS
92
Sowell Financial Services
Arkansas
$34K +$34K +868 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$31K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4K – – –
IWP
95
IAG Wealth Partners
Wisconsin
$30K +$30K +744 New
SWA
96
Stratos Wealth Advisors
Ohio
$28K +$28K +702 New
JCM
97
Jacobi Capital Management
Pennsylvania
$26K +$155 +4 +0.6%
1IA
98
1834 Investment Advisors
Wisconsin
$25K – – –
SF
99
Synovus Financial
Georgia
$23K +$23K +600 New
JPLA
100
Joseph P. Lucia & Associates
New York
$22K – – –
2 3
4
5 6