DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

68 hedge funds and large institutions have $162M invested in WisdomTree US Total Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
23
Reduced
22
Closed
8
Calls
$71.7M
Puts
$48.8M
Net Calls
+$22.9M
Net Calls Change
-$53.2M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$4.89M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.9M
5
TCM
5
Tradition Capital Management
New Jersey
$572K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
UBS Group
3
UBS Group
Switzerland
$3.18M
4
CS
4
Credit Suisse
Switzerland
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$40M 543,139 -122,472 -18%
Bank of America
2
Bank of America
North Carolina
$29.5M 397,861 -52,450 -12%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M 227,034 +29,904 +15%
JWA
4
JFS Wealth Advisors
Pennsylvania
$11.1M 149,199 -1,109 -0.7%
Wells Fargo
5
Wells Fargo
California
$9.23M 124,375 +3,669 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.21M 124,104 +35,064 +39%
WIM
7
Waverton Investment Management
United Kingdom
$4.89M 65,805 +55,503 +539%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.56M 47,966 +37,426 +355%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$3.24M 43,657 +2,735 +7%
UBS Group
10
UBS Group
Switzerland
$3.18M 42,821 -48,211 -53%
V
11
Veritable
Delaware
$3.14M 42,240 – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.61M 35,127 -3,994 -10%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$2.35M 31,709 +809 +3%
UCFA
14
United Capital Financial Advisors
Texas
$2.1M 28,345 -462 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.96M 26,437 -1,667 -6%
CIC
16
Cutler Investment Counsel
Oregon
$1.86M 25,030 +4,385 +21%
CWM
17
Concert Wealth Management
California
$1.8M 24,174 +326 +1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.15M 15,507 +187 +1%
GW
19
GW & Wade
Massachusetts
$1.14M 15,285 +8 +0.1%
FCI
20
Financial Counselors Inc
Kansas
$1.07M 14,460 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$958K 12,896 -7,923 -38%
SCG
22
Sonata Capital Group
Washington
$771K 10,390 +500 +5%
Comerica Bank
23
Comerica Bank
Texas
$722K 9,634 -7,484 -44%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$718K 9,689 +1,693 +21%
SEIA
25
Signature Estate & Investment Advisors
California
$704K 9,490 +1,344 +16%
1
2 3 4