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WisdomTree US Total Dividend Fund
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Overview Fund Activity

86 hedge funds and large institutions have $217M invested in WisdomTree US Total Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
26
Closed
6
Calls
$15.1M
Puts
$3.7M
Net Calls
+$11.4M
Net Calls Change
-$144M

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$31.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$3.69M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.49M
5
Credit Agricole
5
Credit Agricole
France
$1.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.45M
2
UBS Group
2
UBS Group
Switzerland
$3.98M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.41M
4
FCI
4
Financial Counselors Inc
Kansas
$619K
5
LPL Financial
5
LPL Financial
California
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.7M 472,401 +3,166 +0.7%
MML Investors Services
2
MML Investors Services
Massachusetts
$31.6M 549,756 +549,756 New
LPL Financial
3
LPL Financial
California
$26.1M 310,961 -6,095 -2%
Wells Fargo
4
Wells Fargo
California
$14.8M 176,379 +197 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$13.2M 157,079 +8,821 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.94M 82,654 +6,426 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$5.38M 64,105 +41,891 +189%
JWA
8
JFS Wealth Advisors
Pennsylvania
$5.26M 64,757 – –
Jane Street
9
Jane Street
New York
$4.45M 53,011 -43,690 -45%
CA
10
Clearstead Advisors
Ohio
$4.33M 51,490 +4,357 +9%
Goldman Sachs
11
Goldman Sachs
New York
$4.26M 50,732 +532 +1%
UBS Group
12
UBS Group
Switzerland
$3.98M 47,353 -23,125 -33%
IAA
13
Independent Advisor Alliance
North Carolina
$3.69M 44,053 +44,053 New
V
14
Veritable
Delaware
$3.49M 41,572 -140 -0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.49M 41,532 +26,896 +184%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$3.48M 41,392 -1,065 -3%
CCA
17
Clearwater Capital Advisors
Illinois
$3.45M 41,252 -721 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.41M 40,579 -20,354 -33%
William Blair & Company
19
William Blair & Company
Illinois
$3.06M 36,175 +557 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.5M 29,800 -2,192 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.17M 25,777 -1,392 -5%
CIC
22
Cutler Investment Counsel
Oregon
$1.99M 23,631 +215 +0.9%
UCFA
23
United Capital Financial Advisors
Texas
$1.96M 23,319 -554 -2%
SEIA
24
Signature Estate & Investment Advisors
California
$1.87M 22,270 +2,840 +15%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.82M 21,719 +1,181 +6%
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