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WisdomTree US Total Dividend Fund
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Overview Fund Activity

65 hedge funds and large institutions have $143M invested in WisdomTree US Total Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
16
Reduced
26
Closed
9
Calls
$31.7M
Puts
$52.5M
Net Calls
-$20.8M
Net Calls Change
-$43.8M

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$3.19M
2
William Blair & Company
2
William Blair & Company
Illinois
$2.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
4
Bank of America
North Carolina
$31.7M
5
Wells Fargo
5
Wells Fargo
California
$10.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.1M
2
WIM
2
Waverton Investment Management
United Kingdom
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$4.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$16M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$31.7M 413,385 +15,524 +4%
LPL Financial
2
LPL Financial
California
$21.1M 275,235 -267,904 -49%
Morgan Stanley
3
Morgan Stanley
New York
$16M 208,345 -18,689 -8%
Wells Fargo
4
Wells Fargo
California
$10.6M 137,809 +13,434 +11%
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.1M 132,242 -16,957 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.65M 60,584 -63,520 -51%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.19M 54,600 +6,634 +14%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$3.26M 42,457 -1,200 -3%
V
9
Veritable
Delaware
$3.2M 41,712 -528 -1%
CCA
10
Clearwater Capital Advisors
Illinois
$3.19M 41,473 +41,473 New
UBS Group
11
UBS Group
Switzerland
$2.96M 38,615 -4,206 -10%
William Blair & Company
12
William Blair & Company
Illinois
$2.73M 35,561 +32,111 +931%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.71M 35,313 +186 +0.5%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$2.41M 31,389 -320 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.4M 31,299 +31,299 New
UCFA
16
United Capital Financial Advisors
Texas
$2.09M 27,182 -1,163 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.02M 26,276 -161 -0.6%
CWM
18
Concert Wealth Management
California
$1.86M 24,194 +20 +0.1%
CIC
19
Cutler Investment Counsel
Oregon
$1.7M 22,182 -2,848 -11%
FCI
20
Financial Counselors Inc
Kansas
$1.11M 14,460 – –
GW
21
GW & Wade
Massachusetts
$1.11M 14,451 -834 -5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.08M 14,044 +1,148 +9%
SEIA
23
Signature Estate & Investment Advisors
California
$1.04M 13,561 +4,071 +43%
SCG
24
Sonata Capital Group
Washington
$813K 10,590 +200 +2%
Comerica Bank
25
Comerica Bank
Texas
$711K 9,022 -612 -6%
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