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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

104 hedge funds and large institutions have $376M invested in WisdomTree US High Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
24
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
Eastern Bank
Massachusetts
$21.6M
2
LW
Linscomb Wealth
Texas
$97.3M
3
AssetMark Inc
AssetMark Inc
California
$26.9M
4
UBS Group
UBS Group
Switzerland
$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.36M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$234K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Trutina Financial
Washington
$2.12M -$120K -1,894 -5%
KFP
27
Keystone Financial Planning
Ohio
$1.87M -$1.22M -19,278 -39%
ONB
28
Old National Bancorp
Indiana
$1.49M -$141K -2,233 -9%
CB
29
Commerce Bank
Missouri
$1.44M -$139K -2,200 -9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.39M -$74.5K -1,178 -5%
Jane Street
31
Jane Street
New York
$1.38M +$1.38M +21,878 New
EWA
32
Exencial Wealth Advisors
Oklahoma
$1.37M -$6.9K -109 -0.5%
CB
33
Community Bank
New York
$1.3M +$125K +1,975 +11%
FWM
34
Frontier Wealth Management
Missouri
$1.09M – – –
IFA
35
Interactive Financial Advisors
Illinois
$1.04M +$787K +12,448 +318%
PA
36
Paracle Advisors
Washington
$1.01M -$52.6K -831 -5%
FAAS
37
First Allied Advisory Services
California
$980K +$980K +15,651 New
UCFA
38
United Capital Financial Advisors
Texas
$971K -$38K -600 -4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$932K -$17.2K -272 -2%
PAG
40
Private Advisor Group
New Jersey
$927K -$110K -1,731 -11%
BF
41
BOK Financial
Oklahoma
$903K – – –
CWM
42
Concert Wealth Management
California
$835K +$10.9K +172 +1%
VWA
43
V Wealth Advisors
Kansas
$790K +$790K +12,448 New
CAL
44
Capital Analysts LLC
Pennsylvania
$749K -$157K -2,478 -17%
BRWA
45
B. Riley Wealth Advisors
Florida
$687K -$132K -2,093 -16%
Stifel Financial
46
Stifel Financial
Missouri
$681K -$253K -4,001 -27%
EA
47
Efficient Advisors
Ohio
$643K +$78.1K +1,234 +14%
Northern Trust
48
Northern Trust
Illinois
$568K +$17.4K +274 +3%
IAA
49
Ironsides Asset Advisors
North Carolina
$551K +$190K +3,000 +53%
ASN
50
Advisory Services Network
Georgia
$525K – – –
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