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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

142 hedge funds and large institutions have $479M invested in WisdomTree US High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+20
Holders Change %
+16.39%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
34
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$52.4M
2
Mariner
2
Mariner
Kansas
$3.47M
3
Jane Street
3
Jane Street
New York
$3.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.68M
5
AW
5
ACG Wealth
Georgia
$1.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$32.7M
2
LW
2
Linscomb Wealth
Texas
$100M
3
APP
3
Avantax Planning Partners
Iowa
$9.48M
4
PVH
4
Psagot Value Holdings
Israel
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.72M -$135K -1,860 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.31M +$468K +6,421 +25%
Ameriprise
28
Ameriprise
Minnesota
$2.28M +$690K +9,466 +43%
SFG
29
StrategIQ Financial Group
Indiana
$2.14M -$415K -5,702 -16%
AW
30
ACG Wealth
Georgia
$1.95M +$1.95M +26,832 New
MA
31
Mutual Advisors
Nebraska
$1.82M +$1.82M +24,968 New
CIM
32
Corda Investment Management
Texas
$1.73M +$68.8K +945 +4%
CB
33
Commerce Bank
Missouri
$1.66M -$111K -1,525 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.56M +$153K +2,103 +11%
FAAS
35
First Allied Advisory Services
California
$1.53M +$16.7K +229 +1%
EWA
36
Exencial Wealth Advisors
Oklahoma
$1.38M +$365K +5,012 +36%
IA
37
IFG Advisory
Georgia
$1.37M +$1.37M +35,896 New
CB
38
Community Bank
New York
$1.36M -$32.8K -450 -2%
BF
39
BOK Financial
Oklahoma
$1.32M +$44.6K +612 +4%
William Blair & Company
40
William Blair & Company
Illinois
$1.28M -$73.2K -1,005 -5%
CBN
41
Cadence Bank NA
Texas
$1.18M -$48K -659 -4%
CAL
42
Capital Analysts LLC
Pennsylvania
$1.14M -$28.6K -393 -2%
IA
43
IFP Advisors
Florida
$1.05M -$15.1K -208 -1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.05M – – –
UCFA
45
United Capital Financial Advisors
Texas
$957K -$80.1K -1,100 -8%
ONB
46
Old National Bancorp
Indiana
$911K -$817K -11,219 -47%
PA
47
Paracle Advisors
Washington
$900K -$23.7K -326 -3%
IFWM
48
Institute for Wealth Management
Colorado
$899K +$899K +12,317 New
IFA
49
Interactive Financial Advisors
Illinois
$862K -$26.2K -360 -3%
AF
50
Advisornet Financial
Minnesota
$840K +$840K +11,533 New
1
2
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