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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

152 hedge funds and large institutions have $277M invested in WisdomTree US High Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
51
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$3.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.2M
3
FTUS
3
Flow Traders U.S.
New York
$1.47M
4
CCA
4
Clearwater Capital Advisors
Illinois
$25M
5
CBN
5
Cadence Bank NA
Texas
$1.59M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
LPL Financial
2
LPL Financial
California
$13.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
APP
4
Avantax Planning Partners
Iowa
$4M
5
EAM
5
Evanson Asset Management
California
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.93M +$64.4K +836 +3%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.77M +$85K +1,104 +5%
BF
28
BOK Financial
Oklahoma
$1.74M +$1.74M +22,581 New
CB
29
Commerce Bank
Missouri
$1.65M +$769 +10 +0%
HIS
30
Harvest Investment Services
Illinois
$1.61M +$67.6K +878 +4%
CBN
31
Cadence Bank NA
Texas
$1.59M +$652K +8,477 +69%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.55M -$21.6K -281 -1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.53M +$5.08K +66 +0.3%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.47M +$11.1K +144 +0.8%
FTUS
35
Flow Traders U.S.
New York
$1.47M +$943K +12,249 +181%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.46M -$64.5K -838 -4%
AWM
37
AE Wealth Management
Kansas
$1.45M +$169K +2,190 +13%
BWM
38
BerganKDV Wealth Management
Minnesota
$1.43M – – –
CB
39
Community Bank
New York
$1.25M -$60.8K -790 -5%
Ameriprise
40
Ameriprise
Minnesota
$1.2M -$31.2K -405 -3%
PPA
41
Parametric Portfolio Associates
Washington
$1.13M -$17.8K -231 -2%
ERWM
42
Elk River Wealth Management
Colorado
$1.1M -$2.77K -36 -0.3%
ASN
43
Advisory Services Network
Georgia
$1.05M +$46.4K +603 +5%
SFG
44
StrategIQ Financial Group
Indiana
$991K +$16.2K +210 +2%
William Blair & Company
45
William Blair & Company
Illinois
$967K -$20.8K -270 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$861K +$359K +4,662 +72%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$816K -$1.23K -16 -0.2%
Northern Trust
48
Northern Trust
Illinois
$783K – – –
PA
49
PSI Advisors
Florida
$740K -$3.85K -50 -0.5%
Creative Planning
50
Creative Planning
Kansas
$723K +$5.47K +71 +0.8%
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