DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$4.79M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$1.64M
5
FAAS
5
First Allied Advisory Services
California
$1.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
26
Harvest Investment Services
Illinois
$2.72M +$609K +7,927 +29%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.6M +$88.6K +1,154 +4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.57M +$136K +1,766 +6%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.33M +$147K +1,917 +7%
BF
30
BOK Financial
Oklahoma
$2.21M +$3.07K +40 +0.1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.14M +$594K +7,736 +39%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.07M +$831K +10,826 +67%
CB
33
Community Bank
New York
$2.02M +$187K +2,434 +10%
MA
34
Mutual Advisors
Nebraska
$1.98M +$7.38K +96 +0.4%
MIAN
35
Mariner Independent Advisor Network
Kansas
$1.77M +$111K +1,451 +7%
CB
36
Commerce Bank
Missouri
$1.71M +$9.6K +125 +0.6%
BWM
37
BerganKDV Wealth Management
Minnesota
$1.64M +$1.64M +21,402 New
FAAS
38
First Allied Advisory Services
California
$1.56M +$1.34M +17,431 +609%
CAL
39
Capital Analysts LLC
Pennsylvania
$1.55M -$2.15K -28 -0.1%
DAS
40
Dynamic Advisor Solutions
Arizona
$1.51M +$678K +8,825 +82%
CIM
41
Corda Investment Management
Texas
$1.51M -$48.4K -630 -3%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.41M +$804K +10,464 +132%
Ameriprise
43
Ameriprise
Minnesota
$1.4M -$373K -4,855 -21%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.38M -$210K -2,738 -13%
CBN
45
Cadence Bank NA
Texas
$1.27M -$1.61K -21 -0.1%
EH
46
Equitable Holdings
New York
$1.24M +$1.24M +16,095 New
AG
47
Advisor Group
Arizona
$1.21M -$35.5K -462 -3%
SFG
48
StrategIQ Financial Group
Indiana
$1.15M -$41.1K -535 -3%
PA
49
PSI Advisors
Florida
$1.11M +$1.11M +14,470 New
Principal Financial Group
50
Principal Financial Group
Iowa
$1.08M -$286K -3,726 -21%
1
2
3 4 5