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WisdomTree US Total Dividend Fund

55 hedge funds and large institutions have $201M invested in WisdomTree US Total Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
12
Increased
21
Reduced
15
Closed
2
Calls
$102M
Puts
$311M
Net Calls
-$209M
Net Calls Change
-$118M
Name Market Value Shares Shares
Change
Shares
Change %
DWA
1
Dorsey Wright & Associates
California
$31.6M 442,993 +312,137 +239%
Bank of America
2
Bank of America
North Carolina
$27.3M 382,154 +37,368 +11%
Morgan Stanley
3
Morgan Stanley
New York
$25.7M 359,799 +247,253 +220%
AIA
4
Arrow Investment Advisors
Maryland
$22.3M 312,100 +312,100 New
LPL Financial
5
LPL Financial
California
$18.8M 266,709 +4,065 +2%
Wells Fargo
6
Wells Fargo
California
$15.4M 216,113 +99,366 +85%
JWA
7
JFS Wealth Advisors
Pennsylvania
$11.6M 162,695 -8,810 -5%
TWA
8
Tillar-Wenstrup Advisors
Ohio
$5.57M 78,070 +4,890 +7%
UCFA
9
United Capital Financial Advisors
Texas
$5.16M 72,263 +4,242 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.59M 50,224 -31,034 -38%
U
11
UBS
Switzerland
$3.35M 46,855 +8 +0%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$3.23M 45,304 -5,470 -11%
V
13
Veritable
Delaware
$3.07M 42,935 -1,227 -3%
CS
14
Credit Suisse
Switzerland
$2.9M 40,651 +466 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.72M 38,023 +5,206 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.17M 30,380 +567 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.73M 24,260 -3,461 -12%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$1.64M 22,912 +2,558 +13%
CWM
19
Concert Wealth Management
California
$1.58M 22,200 -305 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.46M 20,429 +15,101 +283%
GW
21
GW & Wade
Massachusetts
$1.17M 16,430 -833 -5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$925K 12,955 +193 +2%
ALA
23
Atherton Lane Advisers
California
$895K 12,530 +1,455 +13%
Ameriprise
24
Ameriprise
Minnesota
$687K 9,621 +107 +1%
SG Americas Securities
25
SG Americas Securities
New York
$687K 9,620 +9,620 New