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WisdomTree US Total Dividend Fund

38 hedge funds and large institutions have $99.9M invested in WisdomTree US Total Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
13
Closed
4
Calls
$93M
Puts
$6.37M
Net Calls
+$86.6M
Net Calls Change
+$77.3M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.3M 257,710 -15,492 -6%
JWA
2
JFS Wealth Advisors
Pennsylvania
$16.8M 250,261 -8,837 -3%
LPL Financial
3
LPL Financial
California
$16.5M 245,723 +4,028 +2%
Wells Fargo
4
Wells Fargo
California
$7.91M 117,815 -1,226 -1%
Morgan Stanley
5
Morgan Stanley
New York
$7.54M 112,388 -38,689 -26%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$5.42M 80,753 -1,095 -1%
CS
7
Credit Suisse
Switzerland
$3.59M 53,462 -7,484 -12%
U
8
UBS
Switzerland
$3.23M 48,055 +28,024 +140%
V
9
Veritable
Delaware
$2.97M 44,282
Franklin Resources
10
Franklin Resources
California
$2.46M 36,645 +1,135 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.3M 34,282 +17,823 +108%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.13M 31,682 +449 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2M 29,836 +1,173 +4%
CWM
14
Concert Wealth Management
California
$1.53M 22,917 +2 +0%
GW
15
GW & Wade
Massachusetts
$1.23M 18,389 -1,629 -8%
SC
16
Scotia Capital
Ontario, Canada
$915K 13,635 +3,000 +28%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$821K 12,234 +6,553 +115%
FVCM
18
F&V Capital Management
Florida
$726K 14,295 +4,385 +44%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$662K 9,862 +869 +10%
Ameriprise
20
Ameriprise
Minnesota
$561K 8,358 +185 +2%
CW
21
Cobiz Wealth
Colorado
$455K 6,772 +73 +1%
Goldman Sachs
22
Goldman Sachs
New York
$447K 6,665 +6,665 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$431K 6,418 +11 +0.2%
William Blair & Company
24
William Blair & Company
Illinois
$285K 4,250 -300 -7%
WFG
25
Windsor Financial Group
Minnesota
$258K 3,845