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WisdomTree US Total Dividend Fund
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Overview Fund Activity

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.9M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.84M
3
Jane Street
Jane Street
New York
+$2.75M
4
LPL Financial
LPL Financial
California
+$2.48M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.95M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.12M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
LC
LCNB Corp
Ohio
-$552K
4
CCA
Clearwater Capital Advisors
Illinois
-$419K
5
CWM
Connecticut Wealth Management
Connecticut
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$54K – – –
AA
102
Ancora Advisors
Ohio
$54K +$54K +1,014 New
TA
103
TFG Advisers
Michigan
$48K +$48K +914 New
SIC
104
Samalin Investment Counsel
New York
$47K +$47K +904 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$42K -$105K -2,000 -71%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41K – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$37K +$37K +706 New
JCM
108
Jacobi Capital Management
Pennsylvania
$35K +$314 +6 +0.9%
1IA
109
1834 Investment Advisors
Wisconsin
$34K +$34K +640 New
JPLA
110
Joseph P. Lucia & Associates
New York
$29K – – –
AIC
111
Archer Investment Corporation
Indiana
$26K – – –
CFG
112
Citizens Financial Group
Rhode Island
$24K – – –
PAI
113
Pittenger & Anderson Inc
Nebraska
$22K – – –
WCG
114
Weaver Consulting Group
California
$22K – – –
AF
115
Advisornet Financial
Minnesota
$18K – – –
TIM
116
Tortoise Investment Management
New York
$16K – – –
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
LFG
118
Larson Financial Group
Missouri
$16K +$16K +308 New
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$13K -$104 -2 -0.8%
AIM
120
Anchor Investment Management
South Carolina
$11.3K +$105 +2 +0.9%
BW
121
Bison Wealth
Georgia
$9K +$9K +172 New
JFA
122
JNBA Financial Advisors
Minnesota
$8K – – –
TAM
123
Townsend Asset Management
North Carolina
$8K +$8K +158 New
SIS
124
Sound Income Strategies
Florida
$7K – – –
LWM
125
Liberty Wealth Management
California
$1K +$71 +2 +8%
2 3 4
5
6