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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

116 hedge funds and large institutions have $468M invested in WisdomTree US High Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
41
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.3M
2
Jane Street
2
Jane Street
New York
$8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.24M
4
Bank of America
4
Bank of America
North Carolina
$25.2M
5
LPL Financial
5
LPL Financial
California
$12.6M

Top Sellers

1
CFA
1
Camarda Financial Advisors
Florida
$2.59M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.13M
3
LCM
3
LVM Capital Management
Michigan
$3.16M
4
SI
4
SII Investments
Wisconsin
$2.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$2.38M +$36.2K +544 +2%
TF
27
Trutina Financial
Washington
$2.17M -$28.1K -423 -1%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.13M -$1.56M -23,448 -42%
SI
29
SII Investments
Wisconsin
$2.08M -$890K -13,383 -30%
MBT
30
Montecito Bank & Trust
California
$1.95M +$1,000K +15,043 +105%
SG Americas Securities
31
SG Americas Securities
New York
$1.76M -$229K -3,447 -12%
CB
32
Commerce Bank
Missouri
$1.62M +$76.5K +1,150 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.6M +$28.9K +435 +2%
ONB
34
Old National Bancorp
Indiana
$1.57M +$6.65K +100 +0.4%
EWA
35
Exencial Wealth Advisors
Oklahoma
$1.55M -$160K -2,480 -9%
William Blair & Company
36
William Blair & Company
Illinois
$1.47M – – –
IA
37
IFP Advisors
Florida
$1.4M -$172K -2,583 -11%
CB
38
Community Bank
New York
$1.35M -$22.9K -345 -2%
Stifel Financial
39
Stifel Financial
Missouri
$1.29M -$473K -7,126 -27%
FDCC
40
Foster Dykema Cabot & Co
Massachusetts
$1.2M +$1.2M +18,116 New
FAAS
41
First Allied Advisory Services
California
$1.16M +$41.2K +620 +4%
FWM
42
Frontier Wealth Management
Missouri
$1.15M – – –
CWM
43
Concert Wealth Management
California
$1.13M -$14.6K -219 -1%
UCFA
44
United Capital Financial Advisors
Texas
$1.02M – – –
IFA
45
Interactive Financial Advisors
Illinois
$1.02M -$18.9K -284 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$981K +$71.6K +1,077 +8%
OIM
47
Opus Investment Management
Massachusetts
$971K +$971K +14,600 New
PAG
48
Private Advisor Group
New Jersey
$955K +$83.6K +1,279 +10%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$948K -$31.5K -474 -3%
BF
50
BOK Financial
Oklahoma
$944K -$2K -30 -0.2%
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