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WisdomTree US Total Dividend Fund
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Overview Fund Activity

116 hedge funds and large institutions have $220M invested in WisdomTree US Total Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
22
Reduced
35
Closed
24
Calls
$9.02M
Puts
$13.1M
Net Calls
-$4.06M
Net Calls Change
-$57.7M

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
3
SMG
Smart Money Group
Texas
+$4.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.37M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$6.72M
2
EW
Evoke Wealth
California
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.35M
4
CWM
Connecticut Wealth Management
Connecticut
-$1.33M
5
AIP
Almanack Investment Partners
Pennsylvania
-$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.5M -$493K -12,582 -1%
CWM
2
Connecticut Wealth Management
Connecticut
$30.5M -$1.33M -33,928 -4%
LPL Financial
3
LPL Financial
California
$23M +$9.29M +237,278 +68%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M -$527K -13,450 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.59M +$2.37M +60,618 +38%
UBS Group
6
UBS Group
Switzerland
$8.51M -$291K -7,430 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.26M -$338K -8,628 -4%
Wells Fargo
8
Wells Fargo
California
$7.3M -$327K -8,344 -4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.14M +$3.98M +101,618 +342%
Citadel Advisors
11
Citadel Advisors
Florida
$4.76M +$4.76M +121,536 New
RCAG
12
Rehmann Capital Advisory Group
Michigan
$4.72M +$4.72M +120,634 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.2M +$1.56M +39,906 +59%
SMG
14
Smart Money Group
Texas
$4.14M +$4.14M +105,756 New
V
15
Veritable
Delaware
$3.4M +$313K +7,994 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.79M -$483K -12,338 -15%
UCFA
17
United Capital Financial Advisors
Texas
$2.53M +$95.6K +2,442 +4%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$2.43M -$317K -8,086 -12%
Creative Planning
19
Creative Planning
Kansas
$2.4M +$2.22M +56,742 +1,220%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.3M +33,238 +126%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.23M -$139K -3,552 -6%
Jane Street
22
Jane Street
New York
$1.68M -$356K -9,090 -17%
William Blair & Company
23
William Blair & Company
Illinois
$1.6M -$64.7K -1,652 -4%
SPIA
24
Steward Partners Investment Advisory
New York
$1.51M +$49.4K +1,262 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.29M +$1.29M +1,166,866 New
1
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