DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

91 hedge funds and large institutions have $178M invested in WisdomTree US Total Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
35
Closed
6
Calls
$16.4M
Puts
$12.7M
Net Calls
+$3.66M
Net Calls Change
-$2.96M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.66M
2
KCM
Kendall Capital Management
Maryland
+$1.46M
3
LPL Financial
LPL Financial
California
+$1.31M
4
HB
Homrich & Berg
Georgia
+$636K
5
Bank of America
Bank of America
North Carolina
+$517K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.86M
3
SEIA
Signature Estate & Investment Advisors
California
-$1.68M
4
LC
LCNB Corp
Ohio
-$1.12M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.6M +$517K +11,338 +1%
LPL Financial
2
LPL Financial
California
$42.7M +$1.31M +28,668 +3%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$389K -8,526 -3%
Wells Fargo
4
Wells Fargo
California
$10.6M -$335K -7,346 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.38M -$157K -3,452 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$7.12M +$3.66M +80,238 +106%
UBS Group
7
UBS Group
Switzerland
$6.94M +$168K +3,682 +2%
V
8
Veritable
Delaware
$3.6M – – –
CCA
9
Clearwater Capital Advisors
Illinois
$3.57M -$12.1K -266 -0.3%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.27M -$44.2K -970 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.99M -$23.1K -508 -0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.84M -$25.2K -552 -0.9%
CA
13
Clearstead Advisors
Ohio
$2.35M -$23.7K -520 -1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.02M – – –
CIC
15
Cutler Investment Counsel
Oregon
$2.01M +$4.56K +100 +0.2%
UCFA
16
United Capital Financial Advisors
Texas
$1.96M -$27.3K -600 -1%
William Blair & Company
17
William Blair & Company
Illinois
$1.96M -$562K -12,340 -22%
KCM
18
Kendall Capital Management
Maryland
$1.69M +$1.46M +32,000 +630%
GW
19
GW & Wade
Massachusetts
$1.1M -$9.84K -216 -0.9%
BP
20
Ballentine Partners
Massachusetts
$1.09M +$547 +12 +0.1%
JWA
21
JFS Wealth Advisors
Pennsylvania
$1.06M -$28.9K -634 -3%
SCG
22
Sonata Capital Group
Washington
$849K -$5.47K -120 -0.6%
RJA
23
Raymond James & Associates
Florida
$758K -$7.11K -156 -0.9%
HB
24
Homrich & Berg
Georgia
$636K +$636K +13,952 New
Jane Street
25
Jane Street
New York
$614K -$2.16M -47,476 -78%
1
2 3 4