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WisdomTree US Total Dividend Fund
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Overview Fund Activity

97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
24
Closed
7
Calls
$11.4M
Puts
$12.5M
Net Calls
-$1.17M
Net Calls Change
-$4.83M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.75M
2
SFS
2
Sowell Financial Services
Arkansas
$1.7M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.65M
4
LC
4
LCNB Corp
Ohio
$1.47M
5
EWM
5
Evercore Wealth Management
New York
$908K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4M
2
CA
2
Clearstead Advisors
Ohio
$1.57M
3
CCA
3
Clearwater Capital Advisors
Illinois
$3.4M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.7M 486,451 +8,186 +2%
LPL Financial
2
LPL Financial
California
$45.3M 471,539 +2,673 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M 141,743 +2,913 +2%
Wells Fargo
4
Wells Fargo
California
$11.1M 116,036 -42 -0%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.85M 92,118 +194 +0.2%
UBS Group
6
UBS Group
Switzerland
$7.3M 76,025 -99 -0.1%
Jane Street
7
Jane Street
New York
$4.75M 49,453 +42,712 +634%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4M 41,637 -36,424 -47%
V
9
Veritable
Delaware
$3.79M 39,470 – –
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.45M 35,907 – –
CCA
11
Clearwater Capital Advisors
Illinois
$3.4M 35,360 -3,764 -10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.17M 33,006 +218 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3M 31,283 +90 +0.3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.18M 22,675 -5 -0%
CIC
15
Cutler Investment Counsel
Oregon
$2.16M 22,531 +468 +2%
UCFA
16
United Capital Financial Advisors
Texas
$2.07M 21,577 +64 +0.3%
William Blair & Company
17
William Blair & Company
Illinois
$2.05M 21,293 -203 -0.9%
KCM
18
Kendall Capital Management
Maryland
$1.73M 18,040 -500 -3%
SFS
19
Sowell Financial Services
Arkansas
$1.7M 49,264 +49,264 New
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.65M 17,224 +17,224 New
CA
21
Clearstead Advisors
Ohio
$1.57M 16,383 -9,387 -36%
LC
22
LCNB Corp
Ohio
$1.47M 15,264 +15,264 New
GW
23
GW & Wade
Massachusetts
$1.16M 12,049 +3 +0%
BP
24
Ballentine Partners
Massachusetts
$1.15M 12,000 -6 -0%
JWA
25
JFS Wealth Advisors
Pennsylvania
$1.11M 11,503 -146 -1%
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