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WisdomTree US Total Dividend Fund

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.9M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.3M +$334K +6,322 +0.6%
CWM
2
Connecticut Wealth Management
Connecticut
$42.8M -$404K -7,656 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$19.3M +$902K +17,084 +5%
LPL Financial
4
LPL Financial
California
$18.4M +$2.48M +46,908 +16%
UBS Group
5
UBS Group
Switzerland
$11.9M +$600K +11,362 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.6M +$89.8K +1,702 +0.8%
Wells Fargo
7
Wells Fargo
California
$10.3M -$22K -416 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.37M +$2.84M +53,858 +51%
IAA
9
Independent Advisor Alliance
North Carolina
$6.72M +$1.95M +37,000 +41%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.44M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.41M +$820K +15,536 +23%
V
12
Veritable
Delaware
$4.17M
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$3.7M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.56M +$3.2M +60,530 +881%
UCFA
15
United Capital Financial Advisors
Texas
$3.28M +$19.1K +362 +0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.2M -$75.7K -1,434 -2%
Jane Street
17
Jane Street
New York
$2.75M +$2.75M +52,030 New
William Blair & Company
18
William Blair & Company
Illinois
$2.24M -$5.07K -96 -0.2%
CCA
19
Clearwater Capital Advisors
Illinois
$2.07M -$419K -7,944 -17%
SPIA
20
Steward Partners Investment Advisory
New York
$1.96M -$24.7K -468 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.9M +$14.7K +278 +0.8%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.88M +$80.3K +1,522 +4%
EW
23
Evoke Wealth
California
$1.64M +$1.64M +52,332 New
CA
24
Clearstead Advisors
Ohio
$1.59M +$329K +6,230 +26%
CIC
25
Cutler Investment Counsel
Oregon
$1.58M +$26.7K +506 +2%