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WisdomTree US Total Dividend Fund
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Overview Fund Activity

61 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
14
Increased
24
Reduced
12
Closed
7
Calls
$25.6M
Puts
$313M
Net Calls
-$288M
Net Calls Change
-$78.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.5M
2
Bank of America
Bank of America
North Carolina
$35.2M
3
Wells Fargo
Wells Fargo
California
$18.6M
4
Jane Street
Jane Street
New York
$2.25M
5
SG Americas Securities
SG Americas Securities
New York
$2.36M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$9.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$639K
4
Goldman Sachs
Goldman Sachs
New York
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AH
1
Achievement Holdings
Illinois
$73.8M +$73.8M +3,000,000 New
Morgan Stanley
2
Morgan Stanley
New York
$36.5M +$9.61M +257,212 +36%
Bank of America
3
Bank of America
North Carolina
$35.2M +$6.67M +178,382 +23%
AIA
4
Arrow Investment Advisors
Maryland
$23.2M -$126K -3,378 -0.5%
LPL Financial
5
LPL Financial
California
$21M +$1.05M +28,194 +5%
Wells Fargo
6
Wells Fargo
California
$18.6M +$2.4M +64,150 +15%
JWA
7
JFS Wealth Advisors
Pennsylvania
$11.9M -$295K -7,896 -2%
DWA
8
Dorsey Wright & Associates
California
$9.59M -$23.5M -629,348 -71%
TWA
9
Tillar-Wenstrup Advisors
Ohio
$6.42M +$588K +15,720 +10%
UCFA
10
United Capital Financial Advisors
Texas
$5.49M +$90.8K +2,430 +2%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$3.39M +$2.24K +60 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.24M +$1.42M +38,096 +79%
V
13
Veritable
Delaware
$3.21M – – –
CS
14
Credit Suisse
Switzerland
$2.94M -$100K -2,682 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.91M +$71.8K +1,920 +3%
UBS Group
16
UBS Group
Switzerland
$2.47M +$2.47M +66,180 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.36M +$93.1K +2,492 +4%
SG Americas Securities
18
SG Americas Securities
New York
$2.36M +$1.64M +43,778 +228%
Jane Street
19
Jane Street
New York
$2.25M +$2.25M +60,060 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.12M -$1.63M -43,610 -43%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$1.86M +$152K +4,064 +9%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.72M +$755K +20,198 +78%
CWM
23
Concert Wealth Management
California
$1.7M +$40.5K +1,086 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.45M +$1.19M +31,946 +462%
Comerica Bank
25
Comerica Bank
Texas
$1.29M +$1.29M +34,396 New
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