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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

95 hedge funds and large institutions have $327M invested in WisdomTree US High Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
22
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$76.2M
2
FIG
2
Fusion Investment Group
Pennsylvania
$2.88M
3
PAS
3
Partnervest Advisory Services
California
$2.53M
4
MFS
4
MSI Financial Services
Massachusetts
$1.57M
5
EA
5
Efficient Advisors
Ohio
$497K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.9M
3
Wells Fargo
3
Wells Fargo
California
$18.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.43M
5
AssetMark Inc
5
AssetMark Inc
California
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.77M 29,765 -1,370 -4%
ONB
27
Old National Bancorp
Indiana
$1.63M 27,336 -2,886 -10%
CB
28
Commerce Bank
Missouri
$1.59M 26,750 -4,720 -15%
MFS
29
MSI Financial Services
Massachusetts
$1.57M 26,419 +10,600 +67%
PAG
30
Private Advisor Group
New Jersey
$1.46M 24,599 -2,233 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.4M 23,532 -5,284 -18%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.39M 23,338 -21,394 -48%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.19M 20,058 -11,215 -36%
PA
34
Paracle Advisors
Washington
$1.19M 19,968 +26 +0.1%
CB
35
Community Bank
New York
$1.02M 17,145 -300 -2%
Stifel Financial
36
Stifel Financial
Missouri
$1.01M 16,945 -100 -0.6%
William Blair & Company
37
William Blair & Company
Illinois
$990K 16,650 -2,600 -14%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$940K 15,800 – –
CAL
39
Capital Analysts LLC
Pennsylvania
$935K 15,726 -892 -5%
UCFA
40
United Capital Financial Advisors
Texas
$930K 15,638 -5,287 -25%
BF
41
BOK Financial
Oklahoma
$894K 15,030 -50 -0.3%
BAAM
42
Baker Avenue Asset Management
California
$854K 14,366 -668 -4%
SG Americas Securities
43
SG Americas Securities
New York
$725K 12,185 +100 +0.8%
CWM
44
Concert Wealth Management
California
$720K 12,064 -1,553 -11%
BRWA
45
B. Riley Wealth Advisors
Florida
$708K 11,901 -1,894 -14%
FWM
46
Frontier Wealth Management
Missouri
$686K 11,535 +650 +6%
FT
47
Fiduciary Trust
Massachusetts
$609K 10,243 – –
SFT
48
Simmons First Trust
Arkansas
$579K 9,740 +275 +3%
Northern Trust
49
Northern Trust
Illinois
$531K 8,943 – –
NPC
50
National Planning Corporation
California
$514K 8,628 +405 +5%
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