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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

71 hedge funds and large institutions have $220M invested in WisdomTree US High Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
14
Increased
27
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$44.3M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$996K
5
AIP
5
ARS Investment Partners
New York
$1.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31M
2
CFA
2
Camarda Financial Advisors
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$9.91M
4
HCM
4
Harvest Capital Management
New Hampshire
$14.4M
5
NA
5
Nottingham Advisors
New York
$226K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAMC
51
Western Asset Management Company
California
$219K +$219K +4,200 New
BIA
52
Biondo Investment Advisors
Pennsylvania
$217K +$217K +4,175 New
SFT
53
Simmons First Trust
Arkansas
$211K +$9.82K +189 +5%
Ameriprise
54
Ameriprise
Minnesota
$197K +$41.9K +807 +27%
SAM
55
Securian Asset Management
Minnesota
$156K – – –
AIG
56
American International Group
New York
$149K +$24K +462 +19%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$135K – – –
HHGA
58
Halbert Hargrove Global Advisors
California
$94K -$24.3K -467 -21%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$63K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$42K -$4.2K -80 -9%
GGPS
61
Gary Goldberg Planning Services
New York
$34K – – –
IAS
62
INR Advisory Services
Pennsylvania
$26K – – –
ECM
63
ETrade Capital Management
Virginia
$24K +$24K +462 New
WA
64
WFG Advisors
Texas
$23K +$157 +3 +0.7%
Citigroup
65
Citigroup
New York
$18K +$53 +1 +0.3%
CA
66
CapWealth Advisors
Tennessee
$16K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$13K – – –
MFS
68
MSI Financial Services
Massachusetts
$9K +$3.94K +78 +78%
QCMC
69
Quantum Capital Management (California)
California
$9K +$9K +170 New
PAS
70
Partnervest Advisory Services
California
$8K – – –
NES
71
New England Securities
New York
$5K +$5K +100 New
CFA
72
Camarda Financial Advisors
Florida
– -$3.25M -62,848 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
– -$405K -7,830 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$133K -2,563 Closed
IWC
75
Integrated Wealth Counsel
California
– -$21K -400 Closed
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