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WisdomTree US Total Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $218M invested in WisdomTree US Total Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
20
Closed
10
Calls
$15.9M
Puts
$16.2M
Net Calls
-$298K
Net Calls Change
+$3.01M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.17M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.49M
3
IAA
Independent Advisor Alliance
North Carolina
+$4.41M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.01M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.16M
2
Jane Street
Jane Street
New York
-$2.82M
3
BP
Ballentine Partners
Massachusetts
-$1.02M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$707K
5
GVAG
Great Valley Advisor Group
Delaware
-$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.4M +$1.44M +30,452 +3%
LPL Financial
2
LPL Financial
California
$46.6M +$1.36M +28,672 +3%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M +$1.29M +27,200 +10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$14.3M +$4.49M +94,978 +46%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.38M +$281K +5,942 +3%
Wells Fargo
6
Wells Fargo
California
$9.35M -$5.16M -109,046 -36%
UBS Group
7
UBS Group
Switzerland
$9.01M +$1.79M +37,802 +25%
IAA
8
Independent Advisor Alliance
North Carolina
$5.6M +$4.41M +93,308 +373%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$5.17M +87,332 +1,917%
V
10
Veritable
Delaware
$3.74M – – –
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$3.35M +$326K +6,882 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.08M +$189 +4 +0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.02M -$12K -254 -0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$3.01M +$3.01M +63,504 New
CCA
15
Clearwater Capital Advisors
Illinois
$2.89M -$356K -7,528 -11%
Goldman Sachs
16
Goldman Sachs
New York
$2.35M -$2.93K -62 -0.1%
UCFA
17
United Capital Financial Advisors
Texas
$2.03M +$3.78K +80 +0.2%
William Blair & Company
18
William Blair & Company
Illinois
$2.02M +$189 +4 +0%
SPIA
19
Steward Partners Investment Advisory
New York
$1.82M -$662 -14 -0%
LC
20
LCNB Corp
Ohio
$1.58M +$37.9K +800 +2%
MIAN
21
Mariner Independent Advisor Network
Kansas
$1.53M +$5.44K +114 +0.4%
KCM
22
Kendall Capital Management
Maryland
$1.5M -$114K -2,400 -7%
CIC
23
Cutler Investment Counsel
Oregon
$1.36M -$37.4K -790 -3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.34M -$707K -14,956 -35%
GW
25
GW & Wade
Massachusetts
$1.11M -$26.2K -554 -2%
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