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WisdomTree US Total Dividend Fund
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Overview Fund Activity

72 hedge funds and large institutions have $159M invested in WisdomTree US Total Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
21
Reduced
24
Closed
3
Calls
$22.3M
Puts
$28.5M
Net Calls
-$6.14M
Net Calls Change
+$14.7M

Top Buyers

1
WIM
1
Waverton Investment Management
United Kingdom
$9.13M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.57M
3
VKH
3
Virtu KCG Holdings
New York
$3.23M
4
Bank of America
4
Bank of America
North Carolina
$34M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$7.59M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$286K
3
Morgan Stanley
3
Morgan Stanley
New York
$14.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.96M
5
CWM
5
Concert Wealth Management
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34M 435,689 +22,304 +5%
LPL Financial
2
LPL Financial
California
$22.9M 296,319 +21,084 +8%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M 181,200 -27,145 -13%
Wells Fargo
4
Wells Fargo
California
$10.9M 140,104 +2,295 +2%
WIM
5
Waverton Investment Management
United Kingdom
$9.13M 116,901 +116,901 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$7.59M 97,127 -35,115 -27%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.88M 75,205 +20,605 +38%
Goldman Sachs
8
Goldman Sachs
New York
$4.57M 58,443 +53,289 +1,034%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.96M 50,700 -9,884 -16%
UBS Group
10
UBS Group
Switzerland
$3.38M 43,254 +4,639 +12%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$3.32M 42,457 – –
V
12
Veritable
Delaware
$3.26M 41,712 – –
VKH
13
Virtu KCG Holdings
New York
$3.23M 41,282 +41,282 New
CCA
14
Clearwater Capital Advisors
Illinois
$3.14M 40,547 -926 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.8M 35,779 +466 +1%
William Blair & Company
16
William Blair & Company
Illinois
$2.67M 34,116 -1,445 -4%
UCFA
17
United Capital Financial Advisors
Texas
$1.97M 25,178 -2,004 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.94M 24,764 -1,512 -6%
CIC
19
Cutler Investment Counsel
Oregon
$1.73M 22,187 +5 +0%
CWM
20
Concert Wealth Management
California
$1.72M 22,006 -2,188 -9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.32M 16,911 +2,867 +20%
SEIA
22
Signature Estate & Investment Advisors
California
$1.27M 16,245 +2,684 +20%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.19M 15,165 +15,165 New
GW
24
GW & Wade
Massachusetts
$1.11M 14,200 -251 -2%
Jane Street
25
Jane Street
New York
$1.11M 14,169 +14,169 New
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