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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

76 hedge funds and large institutions have $247M invested in WisdomTree US High Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
12
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFA
1
Camarda Financial Advisors
Florida
$2.45M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.14M
3
LPL Financial
3
LPL Financial
California
$7.77M
4
LW
4
Linscomb Wealth
Texas
$48.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
CW
2
Cobiz Wealth
Colorado
$10.7M
3
AIP
3
ARS Investment Partners
New York
$328K
4
Bank of America
4
Bank of America
North Carolina
$9.45M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$256K +$256K +4,654 New
BIA
52
Biondo Investment Advisors
Pennsylvania
$253K +$23.1K +420 +10%
FAAS
53
First Allied Advisory Services
California
$251K +$8.15K +148 +3%
LGWM
54
Litman Gregory Wealth Management
California
$244K -$28.4K -515 -10%
RJT
55
Raymond James Trust
Florida
$238K +$4.96K +90 +2%
Jane Street
56
Jane Street
New York
$238K +$238K +4,310 New
WAMC
57
Western Asset Management Company
California
$232K – – –
SFT
58
Simmons First Trust
Arkansas
$231K +$7.16K +130 +3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$198K +$55K +1,000 +38%
BRWA
60
B. Riley Wealth Advisors
Florida
$193K +$193K +3,500 New
Ameriprise
61
Ameriprise
Minnesota
$190K -$19.8K -358 -9%
SAM
62
Securian Asset Management
Minnesota
$165K – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$67K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$44K – – –
GGPS
65
Gary Goldberg Planning Services
New York
$36K – – –
CG
66
Colony Group
Massachusetts
$34K +$34K +621 New
IAS
67
INR Advisory Services
Pennsylvania
$27K – – –
WA
68
WFG Advisors
Texas
$24K +$216 +4 +0.9%
CA
69
CapWealth Advisors
Tennessee
$17K – – –
AIG
70
American International Group
New York
$16.5K -$142K -2,575 -90%
MFS
71
MSI Financial Services
Massachusetts
$16K +$6.44K +120 +67%
Citigroup
72
Citigroup
New York
$12K -$7.49K -131 -38%
QCMC
73
Quantum Capital Management (California)
California
$9K – – –
FMII
74
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +168 New
PAS
75
Partnervest Advisory Services
California
$8K – – –
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