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WisdomTree US Total Dividend Fund
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Overview Fund Activity

39 hedge funds and large institutions have $100M invested in WisdomTree US Total Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
18
Reduced
9
Closed
5
Calls
$73.9M
Puts
$64.5M
Net Calls
+$9.37M
Net Calls Change
-$4.95M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.69M
3
LPL Financial
3
LPL Financial
California
$15.2M
4
Wells Fargo
4
Wells Fargo
California
$7.36M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.33M

Top Sellers

1
APU
1
Alpine Partners USVI
U.S. Virgin Islands
$0
2
CS
2
Credit Suisse
Switzerland
$3.77M
3
U
3
UBS
Switzerland
$1.24M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.9M 273,202 +67,692 +33%
JWA
2
JFS Wealth Advisors
Pennsylvania
$16M 259,098 -1,646 -0.6%
LPL Financial
3
LPL Financial
California
$15.2M 241,695 +8,938 +4%
Morgan Stanley
4
Morgan Stanley
New York
$9.33M 151,077 +7,515 +5%
Wells Fargo
5
Wells Fargo
California
$7.36M 119,041 +8,806 +8%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.69M 108,342 +51,122 +89%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.06M 81,848 +950 +1%
CS
8
Credit Suisse
Switzerland
$3.77M 60,946 -30,227 -33%
V
9
Veritable
Delaware
$2.74M 44,282 – –
Franklin Resources
10
Franklin Resources
California
$2.19M 35,510 +1,645 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.93M 31,233 +4,497 +17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.77M 28,663 +5,791 +25%
CWM
13
Concert Wealth Management
California
$1.41M 22,915 +608 +3%
U
14
UBS
Switzerland
$1.24M 20,031 -16,284 -45%
GW
15
GW & Wade
Massachusetts
$1.24M 20,018 -1,137 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.02M 16,459 -4,996 -23%
SC
17
Scotia Capital
Ontario, Canada
$657K 10,635 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$556K 8,993 +5,371 +148%
Ameriprise
19
Ameriprise
Minnesota
$505K 8,173 +285 +4%
FVCM
20
F&V Capital Management
Florida
$474K 9,910 – –
SNC
21
Stifel Nicolaus & Co
Missouri
$440K 7,119 – –
CW
22
Cobiz Wealth
Colorado
$414K 6,699 -1,104 -14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$396K 6,407 +577 +10%
BFS
24
Bradley Foster & Sargent
Connecticut
$352K 5,693 +378 +7%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$351K 5,681 +251 +5%
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