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WisdomTree US Total Dividend Fund

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.8M 471,103 -1,817 -0.4%
LPL Financial
2
LPL Financial
California
$41.6M 447,869 +33,728 +8%
Morgan Stanley
3
Morgan Stanley
New York
$13.4M 143,932 -4,679 -3%
Wells Fargo
4
Wells Fargo
California
$12.4M 132,850 -48,954 -27%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.6M 124,398 +57,752 +87%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.33M 89,595 +5,201 +6%
Goldman Sachs
7
Goldman Sachs
New York
$8.18M 88,032 +36,410 +71%
Jane Street
8
Jane Street
New York
$7.62M 81,912 +42,242 +106%
UBS Group
9
UBS Group
Switzerland
$6.84M 73,535 +13,209 +22%
CA
10
Clearstead Advisors
Ohio
$4.84M 52,037 -342 -0.7%
V
11
Veritable
Delaware
$3.87M 41,572
CCA
12
Clearwater Capital Advisors
Illinois
$3.7M 39,745 -290 -0.7%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$3.64M 39,157 -1,970 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.02M 32,481 +2,351 +8%
William Blair & Company
15
William Blair & Company
Illinois
$2.97M 31,981 -2,182 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.82M 30,283 -174 -0.6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.33M 25,036 +3,413 +16%
SEIA
18
Signature Estate & Investment Advisors
California
$2.11M 22,728 -95 -0.4%
UCFA
19
United Capital Financial Advisors
Texas
$2.05M 22,068 -537 -2%
CIC
20
Cutler Investment Counsel
Oregon
$2.05M 22,026 +22,026 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.54M 16,576 -166 -1%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.29M 13,880 -2,857 -17%
BP
23
Ballentine Partners
Massachusetts
$1.23M 13,200
GW
24
GW & Wade
Massachusetts
$1.21M 13,011 -195 -1%
LC
25
LCNB Corp
Ohio
$1.18M 12,649 -40 -0.3%