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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

155 hedge funds and large institutions have $324M invested in WisdomTree US High Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 11 closing their positions.

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
41
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$24.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.9M
3
Northern Trust
3
Northern Trust
Illinois
$795K
4
CCM
4
Coldstream Capital Management
Washington
$687K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.39M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.04M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$592K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LW
4
Linscomb Wealth
Texas
$32.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.9M +$873K +11,165 +85%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.72M +$178K +2,275 +12%
CB
28
Commerce Bank
Missouri
$1.68M – – –
SWP
29
ShoreHaven Wealth Partners
New Jersey
$1.64M +$194K +2,484 +13%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.6M +$19.2K +246 +1%
HIS
31
Harvest Investment Services
Illinois
$1.56M +$78 +1 +0%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.55M +$4.46K +57 +0.3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.55M +$251K +3,210 +19%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.48M -$19.6K -251 -1%
BWM
35
BerganKDV Wealth Management
Minnesota
$1.45M -$409K -5,232 -22%
CB
36
Community Bank
New York
$1.33M -$65.5K -838 -5%
AWM
37
AE Wealth Management
Kansas
$1.3M +$235K +3,000 +22%
Ameriprise
38
Ameriprise
Minnesota
$1.25M -$17.4K -222 -1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.18M +$513K +6,554 +77%
PPA
40
Parametric Portfolio Associates
Washington
$1.17M -$132K -1,690 -10%
Jane Street
41
Jane Street
New York
$1.15M -$1.32M -16,816 -53%
ERWM
42
Elk River Wealth Management
Colorado
$1.12M -$305K -3,896 -21%
ASN
43
Advisory Services Network
Georgia
$1.02M +$86K +1,100 +9%
William Blair & Company
44
William Blair & Company
Illinois
$1M -$31.3K -400 -3%
SFG
45
StrategIQ Financial Group
Indiana
$991K -$3.29K -42 -0.3%
CBN
46
Cadence Bank NA
Texas
$955K +$27.9K +356 +3%
EWA
47
Exencial Wealth Advisors
Oklahoma
$881K +$1.02K +13 +0.1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$831K -$1.88K -24 -0.2%
EWM
49
Empirical Wealth Management
Washington
$812K +$207K +2,650 +34%
Northern Trust
50
Northern Trust
Illinois
$795K +$795K +10,166 New
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