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WisdomTree US Total Dividend Fund

89 hedge funds and large institutions have $177M invested in WisdomTree US Total Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
33
Closed
7
Calls
$10.8M
Puts
$4.16M
Net Calls
+$6.62M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.1M +$133K +2,986 +0.3%
LPL Financial
2
LPL Financial
California
$40.5M +$594K +13,326 +1%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M -$74.8K -1,678 -0.6%
Wells Fargo
4
Wells Fargo
California
$10.7M -$1.17M -26,198 -10%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.35M +$361K +8,110 +5%
UBS Group
6
UBS Group
Switzerland
$6.62M +$66.7K +1,496 +1%
V
7
Veritable
Delaware
$3.52M -$187K -4,204 -5%
CCA
8
Clearwater Capital Advisors
Illinois
$3.5M -$43.5K -976 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.38M -$7.71M -172,912 -69%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.24M -$246K -5,530 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.95M +$50K +1,122 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.8M +$106K +2,372 +4%
Jane Street
13
Jane Street
New York
$2.72M -$4.58M -102,866 -63%
William Blair & Company
14
William Blair & Company
Illinois
$2.47M -$385K -8,630 -13%
CA
15
Clearstead Advisors
Ohio
$2.32M -$2.32M -52,014 -50%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.29M +$1.56M +35,026 +215%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.02M -$210K -4,712 -9%
CIC
18
Cutler Investment Counsel
Oregon
$1.96M -$1.16K -26 -0.1%
UCFA
19
United Capital Financial Advisors
Texas
$1.94M -$22.7K -510 -1%
SEIA
20
Signature Estate & Investment Advisors
California
$1.75M -$273K -6,130 -13%
LC
21
LCNB Corp
Ohio
$1.12M -$12K -270 -1%
GW
22
GW & Wade
Massachusetts
$1.08M -$76.4K -1,714 -7%
BP
23
Ballentine Partners
Massachusetts
$1.07M -$107K -2,400 -9%
JWA
24
JFS Wealth Advisors
Pennsylvania
$1.07M -$171K -3,828 -14%
MIAN
25
Mariner Independent Advisor Network
Kansas
$910K +$910K +20,436 New