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WisdomTree US Total Dividend Fund
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Overview Fund Activity

66 hedge funds and large institutions have $167M invested in WisdomTree US Total Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
21
Reduced
25
Closed
5
Calls
$151M
Puts
$74.6M
Net Calls
+$76.2M
Net Calls Change
+$138M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$47.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
UBS Group
3
UBS Group
Switzerland
$6.52M
4
Bank of America
4
Bank of America
North Carolina
$32.3M
5
WIM
5
Waverton Investment Management
United Kingdom
$738K

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$980K
4
CS
4
Credit Suisse
Switzerland
$1.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$47.3M 665,611 +357,924 +116%
Bank of America
2
Bank of America
North Carolina
$32.3M 450,311 +46,013 +11%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M 197,130 -425 -0.2%
JWA
4
JFS Wealth Advisors
Pennsylvania
$10.8M 150,308 +2,339 +2%
Wells Fargo
5
Wells Fargo
California
$8.65M 120,706 +326 +0.3%
UBS Group
6
UBS Group
Switzerland
$6.52M 91,032 +53,298 +141%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$6.38M 89,040 +69,751 +362%
V
8
Veritable
Delaware
$3.03M 42,240 – –
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.93M 40,922 +5,923 +17%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.8M 39,121 +99 +0.3%
ICAS
11
Investors Capital Advisory Services
Massachusetts
$2.21M 30,900 +486 +2%
UCFA
12
United Capital Financial Advisors
Texas
$2.06M 28,807 -990 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.01M 28,104 -2,351 -8%
CS
14
Credit Suisse
Switzerland
$1.74M 24,327 -25,235 -51%
CWM
15
Concert Wealth Management
California
$1.71M 23,848 +1,443 +6%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.49M 20,819 -4,255 -17%
CIC
17
Cutler Investment Counsel
Oregon
$1.48M 20,645 +861 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.46M 20,403 -98,519 -83%
Comerica Bank
19
Comerica Bank
Texas
$1.16M 17,118 -6,947 -29%
Goldman Sachs
20
Goldman Sachs
New York
$1.11M 15,519 +9,557 +160%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.1M 15,320 +1,355 +10%
GW
22
GW & Wade
Massachusetts
$1.1M 15,277 +255 +2%
FCI
23
Financial Counselors Inc
Kansas
$1.04M 14,460 – –
Citadel Advisors
24
Citadel Advisors
Florida
$980K 13,687 -60,622 -82%
Jane Street
25
Jane Street
New York
$813K 11,351 -9,271 -45%
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