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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$9.98M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$974K
5
Jane Street
5
Jane Street
New York
$1.84M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$4.12M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
PVH
3
Psagot Value Holdings
Israel
$876K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
APP
5
Avantax Planning Partners
Iowa
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.68M 24,277 +217 +0.9%
Principal Financial Group
27
Principal Financial Group
Iowa
$1.67M 24,075 -6,135 -20%
BWM
28
BerganKDV Wealth Management
Minnesota
$1.66M 23,884 +5,792 +32%
CB
29
Commerce Bank
Missouri
$1.52M 21,850 -1,165 -5%
ERWM
30
Elk River Wealth Management
Colorado
$1.51M 21,681 +21,681 New
CB
31
Community Bank
New York
$1.44M 20,770 -9,785 -32%
HIS
32
Harvest Investment Services
Illinois
$1.42M 20,510 -3,938 -16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.37M 19,717 +5,916 +43%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.34M 19,346 -1,721 -8%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.33M 19,190 -4,648 -19%
MIAN
36
Mariner Independent Advisor Network
Kansas
$1.33M 19,174 -607 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.32M 19,007 +2,547 +15%
STA
38
Summit Trail Advisors
New York
$1.3M 18,711 +2,190 +13%
CBN
39
Cadence Bank NA
Texas
$1.23M 17,709 -46 -0.3%
Ameriprise
40
Ameriprise
Minnesota
$1.2M 17,248 -1,588 -8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.14M 16,480 +3,227 +24%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.14M 16,384 -182 -1%
PPA
43
Parametric Portfolio Associates
Washington
$1.08M 15,506 +750 +5%
CIM
44
Corda Investment Management
Texas
$1.07M 15,450 -927 -6%
Federated Hermes
45
Federated Hermes
Pennsylvania
$974K 14,046 +14,046 New
AW
46
ACG Wealth
Georgia
$969K 13,973 -231 -2%
SFG
47
StrategIQ Financial Group
Indiana
$926K 13,349 -100 -0.7%
William Blair & Company
48
William Blair & Company
Illinois
$918K 13,230 -55 -0.4%
PVH
49
Psagot Value Holdings
Israel
$876K 12,624 -20,480 -62%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$814K 11,729 +875 +8%
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