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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

94 hedge funds and large institutions have $370M invested in WisdomTree US High Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
17
Increased
35
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.1M
2
SFT
2
Simmons First Trust
Arkansas
$11.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18M
4
LW
4
Linscomb Wealth
Texas
$75.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.24M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$469K
2
LPL Financial
2
LPL Financial
California
$6.8M
3
William Blair & Company
3
William Blair & Company
Illinois
$1.16M
4
KFP
4
Keystone Financial Planning
Ohio
$3.22M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Partnervest Advisory Services
California
$1.9M +$22.8K +371 +1%
ONB
27
Old National Bancorp
Indiana
$1.89M -$139K -2,265 -7%
CB
28
Commerce Bank
Missouri
$1.87M +$32.9K +535 +2%
PAG
29
Private Advisor Group
New Jersey
$1.81M +$736K +11,950 +68%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.79M -$112K -1,821 -6%
Deutsche Bank
31
Deutsche Bank
Germany
$1.72M -$18.5K -300 -1%
EWA
32
Exencial Wealth Advisors
Oklahoma
$1.63M +$9.98K +162 +0.6%
Citadel Advisors
33
Citadel Advisors
Florida
$1.58M +$1.58M +25,655 New
Jane Street
34
Jane Street
New York
$1.43M +$1.43M +23,147 New
RJA
35
Raymond James & Associates
Florida
$1.36M +$738K +11,976 +119%
PA
36
Paracle Advisors
Washington
$1.28M -$188K -3,061 -13%
William Blair & Company
37
William Blair & Company
Illinois
$1.16M -$480K -7,800 -29%
Stifel Financial
38
Stifel Financial
Missouri
$1.04M +$34.2K +556 +3%
CB
39
Community Bank
New York
$1.02M +$1.02M +16,520 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.01M -$1.11K -18 -0.1%
CAL
41
Capital Analysts LLC
Pennsylvania
$1,000K +$64.3K +1,044 +7%
UCFA
42
United Capital Financial Advisors
Texas
$976K +$62.7K +1,018 +7%
BF
43
BOK Financial
Oklahoma
$905K +$102K +1,654 +13%
CWM
44
Concert Wealth Management
California
$865K -$21.1K -342 -2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$854K – – –
SG Americas Securities
46
SG Americas Securities
New York
$744K +$744K +12,085 New
CBN
47
Cadence Bank NA
Texas
$726K -$4K -65 -0.5%
MFS
48
MSI Financial Services
Massachusetts
$638K +$365K +5,931 +134%
FT
49
Fiduciary Trust
Massachusetts
$631K – – –
NPC
50
National Planning Corporation
California
$575K +$214K +3,495 +59%
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