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WisdomTree US Total Dividend Fund

80 hedge funds and large institutions have $173M invested in WisdomTree US Total Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
21
Reduced
27
Closed
8
Calls
$167M
Puts
$11.9M
Net Calls
+$155M
Net Calls Change
+$161M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.1M 469,235 +33,546 +8%
LPL Financial
2
LPL Financial
California
$25.9M 317,056 +20,737 +7%
Wells Fargo
3
Wells Fargo
California
$14.3M 176,182 +36,078 +26%
Morgan Stanley
4
Morgan Stanley
New York
$12M 148,258 -32,942 -18%
Jane Street
5
Jane Street
New York
$7.86M 96,701 +82,532 +582%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.2M 76,228 +1,023 +1%
UBS Group
7
UBS Group
Switzerland
$5.73M 70,478 +27,224 +63%
JWA
8
JFS Wealth Advisors
Pennsylvania
$5.26M 64,757 -32,370 -33%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.95M 60,933 +10,233 +20%
Goldman Sachs
10
Goldman Sachs
New York
$4.08M 50,200 -8,243 -14%
CA
11
Clearstead Advisors
Ohio
$3.83M 47,133 +47,133 New
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$3.45M 42,457
CCA
13
Clearwater Capital Advisors
Illinois
$3.43M 41,973 +1,426 +4%
V
14
Veritable
Delaware
$3.39M 41,712
William Blair & Company
15
William Blair & Company
Illinois
$2.89M 35,618 +1,502 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.6M 31,992 -3,787 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.21M 27,169 +2,405 +10%
UCFA
18
United Capital Financial Advisors
Texas
$1.94M 23,873 -1,305 -5%
CIC
19
Cutler Investment Counsel
Oregon
$1.9M 23,416 +1,229 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$1.81M 22,214 +22,214 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.66M 20,538 +3,627 +21%
SEIA
22
Signature Estate & Investment Advisors
California
$1.58M 19,430 +3,185 +20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.19M 14,636 +10,975 +300%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.18M 14,573 -592 -4%
CWM
25
Concert Wealth Management
California
$1.16M 14,265 -7,741 -35%