DTD icon

WisdomTree US Total Dividend Fund

95 hedge funds and large institutions have $184M invested in WisdomTree US Total Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
25
Closed
15
Calls
$9.35M
Puts
$12.7M
Net Calls
-$3.31M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.1M -$83.1K -1,964 -0.2%
LPL Financial
2
LPL Financial
California
$40.5M +$568K +13,436 +1%
Wells Fargo
3
Wells Fargo
California
$13M +$3.15M +74,486 +32%
Morgan Stanley
4
Morgan Stanley
New York
$11.7M -$303K -7,166 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.8M +$5.28M +124,768 +150%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.14M +$339K +8,014 +4%
UBS Group
7
UBS Group
Switzerland
$6.46M +$24.5K +580 +0.4%
V
8
Veritable
Delaware
$3.34M
CCA
9
Clearwater Capital Advisors
Illinois
$2.9M -$91.6K -2,164 -3%
Jane Street
10
Jane Street
New York
$2.82M -$1.36M -32,156 -33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.75M +$103K +2,432 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.71M -$81.9K -1,936 -3%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$2.7M -$336K -7,938 -11%
Goldman Sachs
14
Goldman Sachs
New York
$2.11M +$1.81M +42,668 +600%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.83M -$88K -2,080 -5%
UCFA
16
United Capital Financial Advisors
Texas
$1.81M -$11.8K -278 -0.6%
William Blair & Company
17
William Blair & Company
Illinois
$1.8M +$169 +4 +0%
SPIA
18
Steward Partners Investment Advisory
New York
$1.63M +$1.61M +38,134 +9,534%
KCM
19
Kendall Capital Management
Maryland
$1.44M -$84.6K -2,000 -6%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.4M -$111K -2,534 -7%
LC
21
LCNB Corp
Ohio
$1.38M +$84.6K +2,000 +7%
CIC
22
Cutler Investment Counsel
Oregon
$1.25M -$654K -15,460 -34%
IAA
23
Independent Advisor Alliance
North Carolina
$1.14M +$127K +2,786 +13%
GW
24
GW & Wade
Massachusetts
$1.02M +$254 +6 +0%
BP
25
Ballentine Partners
Massachusetts
$1.02M