DTD icon

WisdomTree US Total Dividend Fund
DTD

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 %
IGGA
101
Iron Gate Global Advisors
Utah
– -$95K -2,080 Closed
PCM
102
Peak Capital Management
Colorado
– -$83K -1,790 Closed
SWP
103
Stratos Wealth Partners
Ohio
– -$83K -1,738 Closed
AA
104
Ancora Advisors
Ohio
– -$41K -864 Closed
DBT
105
Dubuque Bank & Trust
Iowa
– -$41K -856 Closed
TRCT
106
Tower Research Capital (TRC)
New York
– -$10K -202 Closed
CPIG
107
Chicago Partners Investment Group
Illinois
– -$8K -186 Closed
ML
108
McAdam LLC
Pennsylvania
– -$6K -132 Closed
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -50 Closed
1 2 3 4
5