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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 %
AIC
101
Archer Investment Corporation
Indiana
$20K – – –
CFO
102
CVA Family Office
Colorado
$20K +$20K +508 New
CFG
103
Citizens Financial Group
Rhode Island
$18K – – –
WCG
104
Weaver Consulting Group
California
$17K – – –
PAI
105
Pittenger & Anderson Inc
Nebraska
$16K – – –
AIC
106
Ameritas Investment Company
Nebraska
$14K +$14K +360 New
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
TIM
108
Tortoise Investment Management
New York
$12K – – –
LFG
109
Larson Financial Group
Missouri
$12K – – –
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
AIM
111
Anchor Investment Management
South Carolina
$8.42K +$78 +2 +0.9%
TAM
112
Townsend Asset Management
North Carolina
$6K – – –
JFA
113
JNBA Financial Advisors
Minnesota
$6K – – –
SIS
114
Sound Income Strategies
Florida
$5K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$3.76K +$3.76K +96 New
LWM
116
Liberty Wealth Management
California
$1K – – –
IAA
117
Independent Advisor Alliance
North Carolina
– -$6.72M -127,368 Closed
EW
118
Evoke Wealth
California
– -$1.64M -52,332 Closed
Goldman Sachs
119
Goldman Sachs
New York
– -$1.35M -25,480 Closed
AIP
120
Almanack Investment Partners
Pennsylvania
– -$616K -11,674 Closed
AFP
121
Ausdal Financial Partners
Iowa
– -$491K -9,366 Closed
JIC
122
Joel Isaacson & Co
New York
– -$422K -8,000 Closed
DAS
123
Dynamic Advisor Solutions
Arizona
– -$333K -6,312 Closed
IC
124
Intersect Capital
California
– -$315K -5,966 Closed
ACM
125
AlphaStar Capital Management
North Carolina
– -$274K -5,198 Closed
2 3 4
5
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