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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

111 hedge funds and large institutions have $439M invested in WisdomTree US High Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
45
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVH
1
Psagot Value Holdings
Israel
$18.5M
2
RJA
2
Raymond James & Associates
Florida
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.8M
4
Bank of America
4
Bank of America
North Carolina
$22.1M
5
SFG
5
StrategIQ Financial Group
Indiana
$2.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.9M
2
UBS Group
2
UBS Group
Switzerland
$9.49M
3
Goldman Sachs
3
Goldman Sachs
New York
$261K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LW
5
Linscomb Wealth
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$2.35M +$2.35M +35,234 New
TF
27
Trutina Financial
Washington
$2.21M -$29.4K -441 -1%
SG
28
Societe Generale
$1.99M +$1.99M +29,876 New
SG Americas Securities
29
SG Americas Securities
New York
$1.99M +$1.99M +29,876 New
Stifel Financial
30
Stifel Financial
Missouri
$1.78M +$1.06M +15,842 +147%
EWA
31
Exencial Wealth Advisors
Oklahoma
$1.77M +$322K +4,832 +22%
IA
32
IFP Advisors
Florida
$1.58M +$1.55M +23,202 +4,916%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.57M +$104K +1,564 +7%
ONB
34
Old National Bancorp
Indiana
$1.57M – – –
CB
35
Commerce Bank
Missouri
$1.55M +$28.4K +425 +2%
William Blair & Company
36
William Blair & Company
Illinois
$1.47M -$1.17M -17,555 -44%
CB
37
Community Bank
New York
$1.38M +$11.7K +175 +0.9%
FWM
38
Frontier Wealth Management
Missouri
$1.15M – – –
CWM
39
Concert Wealth Management
California
$1.15M +$268K +4,020 +30%
FAAS
40
First Allied Advisory Services
California
$1.13M +$82.8K +1,234 +8%
IFA
41
Interactive Financial Advisors
Illinois
$1.05M -$47.1K -705 -4%
UCFA
42
United Capital Financial Advisors
Texas
$1.03M +$3.35K +50 +0.3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$982K – – –
MBT
44
Montecito Bank & Trust
California
$957K +$957K +14,337 New
BF
45
BOK Financial
Oklahoma
$949K -$3K -45 -0.3%
PA
46
Paracle Advisors
Washington
$926K -$141K -2,115 -13%
BRWA
47
B. Riley Wealth Advisors
Florida
$913K +$188K +2,812 +26%
PAG
48
Private Advisor Group
New Jersey
$893K -$88.4K -1,320 -9%
VWA
49
V Wealth Advisors
Kansas
$842K +$9.17K +137 +1%
CAL
50
Capital Analysts LLC
Pennsylvania
$803K +$12.9K +193 +2%
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