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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
47
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$7M
2
RJA
2
Raymond James & Associates
Florida
$8.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.97M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
LPL Financial
5
LPL Financial
California
$15.4M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$33.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$50K
5
BF
5
BOK Financial
Oklahoma
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.86M -$4.88K -64 -0.3%
BWM
27
BerganKDV Wealth Management
Minnesota
$1.81M -$8.09K -106 -0.4%
Citadel Advisors
28
Citadel Advisors
Florida
$1.76M -$2.87M -37,661 -62%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.67M +$216K +2,836 +15%
CB
30
Commerce Bank
Missouri
$1.64M -$32.8K -430 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.55M +$1.55M +20,246 New
HIS
32
Harvest Investment Services
Illinois
$1.53M -$39.7K -521 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.51M +$5.72K +75 +0.4%
MIAN
34
Mariner Independent Advisor Network
Kansas
$1.5M +$38K +498 +3%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.46M -$1.14K -15 -0.1%
SWP
36
ShoreHaven Wealth Partners
New Jersey
$1.41M +$1.41M +18,510 New
CCA
37
Clearwater Capital Advisors
Illinois
$1.41M -$515K -6,748 -27%
ERWM
38
Elk River Wealth Management
Colorado
$1.39M -$265K -3,478 -16%
CB
39
Community Bank
New York
$1.36M -$220K -2,890 -14%
SPIA
40
Steward Partners Investment Advisory
New York
$1.34M +$1.24M +16,218 +1,250%
PPA
41
Parametric Portfolio Associates
Washington
$1.27M +$84.5K +1,107 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.27M +$16.1K +211 +1%
Ameriprise
43
Ameriprise
Minnesota
$1.23M -$83.4K -1,093 -6%
BF
44
BOK Financial
Oklahoma
$1.1M -$1.41M -18,435 -56%
CIM
45
Corda Investment Management
Texas
$1.1M -$82.9K -1,087 -7%
AWM
46
AE Wealth Management
Kansas
$1.04M +$494K +6,473 +91%
William Blair & Company
47
William Blair & Company
Illinois
$1.01M – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$998K +$103K +1,348 +11%
AW
49
ACG Wealth
Georgia
$978K -$87.7K -1,150 -8%
SFG
50
StrategIQ Financial Group
Indiana
$970K -$48.7K -638 -5%
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