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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

71 hedge funds and large institutions have $251M invested in WisdomTree US High Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
4
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$51.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.26M
3
AP
3
Advisors Preferred
Maryland
$1.26M
4
BTS
4
BB&T Securities
Virginia
$6.29M
5
EAM
5
Evanson Asset Management
California
$8.37M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$0
2
CW
2
Cobiz Wealth
Colorado
$8.5M
3
HCM
3
Harvest Capital Management
New Hampshire
$12.9M
4
AssetMark Inc
4
AssetMark Inc
California
$14M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$266K +$7.87K +139 +3%
SFT
52
Simmons First Trust
Arkansas
$266K +$29K +513 +12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$259K +$56.3K +1,000 +28%
RJT
54
Raymond James Trust
Florida
$253K +$8.44K +149 +3%
LGWM
55
Litman Gregory Wealth Management
California
$250K – – –
WAMC
56
Western Asset Management Company
California
$238K – – –
Ameriprise
57
Ameriprise
Minnesota
$218K +$23.1K +407 +12%
WA
58
WFG Advisors
Texas
$209K +$184K +3,250 +732%
AIG
59
American International Group
New York
$178K +$161K +2,838 +946%
SAM
60
Securian Asset Management
Minnesota
$170K – – –
HHGA
61
Halbert Hargrove Global Advisors
California
$102K +$102K +1,805 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$69K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$45K – – –
GGPS
64
Gary Goldberg Planning Services
New York
$37K – – –
IAS
65
INR Advisory Services
Pennsylvania
$28K – – –
CFA
66
Carroll Financial Associates
North Carolina
$25K +$25K +450 New
Citigroup
67
Citigroup
New York
$22K +$9.78K +168 +80%
MFS
68
MSI Financial Services
Massachusetts
$17K – – –
CA
69
CapWealth Advisors
Tennessee
$17K – – –
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
PAS
71
Partnervest Advisory Services
California
$8K – – –
SI
72
Stephens Inc
Arkansas
– -$2.65M -48,113 Closed
FIM
73
Fernwood Investment Management
Massachusetts
– -$925K -16,775 Closed
HCM
74
Hollencrest Capital Management
California
– -$921K -16,700 Closed
AIP
75
ARS Investment Partners
New York
– -$328K -5,956 Closed
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