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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
42
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
3
TRCT
Tower Research Capital (TRC)
New York
+$970K
4
Principal Financial Group
Principal Financial Group
Iowa
+$824K
5
EAM
Evanson Asset Management
California
+$603K

Top Sellers

1
LW
Linscomb Wealth
Texas
-$5.87M
2
AW
ACG Wealth
Georgia
-$2.47M
3
Jane Street
Jane Street
New York
-$2.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
5
BFPW
BOK Financial Private Wealth
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.64M -$105K -1,689 -6%
MA
27
Mutual Advisors
Nebraska
$1.63M +$10.6K +170 +0.7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.5M -$243K -3,903 -14%
BWM
29
BerganKDV Wealth Management
Minnesota
$1.49M – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$1.49M -$649K -10,412 -30%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.44M -$1.27M -20,389 -47%
CB
32
Commerce Bank
Missouri
$1.38M +$42.4K +680 +3%
CAL
33
Capital Analysts LLC
Pennsylvania
$1.32M -$15.4K -247 -1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.32M -$210K -3,369 -14%
MIAN
35
Mariner Independent Advisor Network
Kansas
$1.31M +$7.56K +121 +0.6%
Ameriprise
36
Ameriprise
Minnesota
$1.26M -$56.6K -908 -4%
BFPW
37
BOK Financial Private Wealth
Colorado
$1.14M -$1.5M -24,120 -57%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.13M -$821K -13,185 -42%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.13M -$75.7K -1,216 -6%
PPA
40
Parametric Portfolio Associates
Washington
$1.12M -$261K -4,189 -19%
CBN
41
Cadence Bank NA
Texas
$1.11M +$41.8K +671 +4%
CIM
42
Corda Investment Management
Texas
$1.11M -$33.6K -539 -3%
AW
43
ACG Wealth
Georgia
$1.08M -$2.47M -39,596 -70%
Citadel Advisors
44
Citadel Advisors
Florida
$1.03M -$630K -10,113 -38%
TRCT
45
Tower Research Capital (TRC)
New York
$970K +$970K +15,576 New
MML Investors Services
46
MML Investors Services
Massachusetts
$906K +$375K +6,026 +71%
EH
47
Equitable Holdings
New York
$884K -$30.2K -485 -3%
FAAS
48
First Allied Advisory Services
California
$843K +$5.54K +89 +0.7%
SFG
49
StrategIQ Financial Group
Indiana
$842K -$37.6K -603 -4%
Goldman Sachs
50
Goldman Sachs
New York
$837K +$161K +2,585 +24%
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