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WisdomTree US Total Dividend Fund
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Overview Fund Activity

45 hedge funds and large institutions have $131M invested in WisdomTree US Total Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
13
Closed
4
Calls
$13.4M
Puts
$104M
Net Calls
-$90.6M
Net Calls Change
-$217M

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$9.41M
2
TWA
2
Tillar-Wenstrup Advisors
Ohio
$5.24M
3
Bank of America
3
Bank of America
North Carolina
$24.7M
4
U
4
UBS
Switzerland
$3.35M
5
ALA
5
Atherton Lane Advisers
California
$792K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.81M
2
JWA
2
JFS Wealth Advisors
Pennsylvania
$12.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.98M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.63M
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.7M 344,786 +42,090 +14%
LPL Financial
2
LPL Financial
California
$18.8M 262,644 +6,674 +3%
JWA
3
JFS Wealth Advisors
Pennsylvania
$12.3M 171,505 -38,498 -18%
DWA
4
Dorsey Wright & Associates
California
$9.41M 130,856 +130,856 New
Wells Fargo
5
Wells Fargo
California
$8.35M 116,747 +2,329 +2%
Morgan Stanley
6
Morgan Stanley
New York
$8.05M 112,546 +621 +0.6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.81M 81,258 -55,060 -40%
TWA
8
Tillar-Wenstrup Advisors
Ohio
$5.24M 73,180 +73,180 New
UCFA
9
United Capital Financial Advisors
Texas
$4.87M 68,021 +9,364 +16%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.63M 50,774 -4,180 -8%
U
11
UBS
Switzerland
$3.35M 46,847 +14,599 +45%
V
12
Veritable
Delaware
$3.16M 44,162 -90 -0.2%
CS
13
Credit Suisse
Switzerland
$2.88M 40,185 -248 -0.6%
Franklin Resources
14
Franklin Resources
California
$2.63M 36,785 -2,050 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.35M 32,817 +1,637 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.13M 29,813 -1,128 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.98M 27,721 -18,729 -40%
CWM
18
Concert Wealth Management
California
$1.57M 22,505 +21 +0.1%
ICAS
19
Investors Capital Advisory Services
Massachusetts
$1.46M 20,354 +4,868 +31%
GW
20
GW & Wade
Massachusetts
$1.24M 17,263 -560 -3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$913K 12,762 +5,975 +88%
ALA
22
Atherton Lane Advisers
California
$792K 11,075 +11,075 New
Jane Street
23
Jane Street
New York
$728K 10,182 +6,246 +159%
Ameriprise
24
Ameriprise
Minnesota
$671K 9,514 +880 +10%
Stifel Financial
25
Stifel Financial
Missouri
$517K 7,232 +958 +15%
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