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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

94 hedge funds and large institutions have $370M invested in WisdomTree US High Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
17
Increased
35
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.1M
2
SFT
2
Simmons First Trust
Arkansas
$11.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18M
4
LW
4
Linscomb Wealth
Texas
$75.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.24M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$469K
2
LPL Financial
2
LPL Financial
California
$6.8M
3
William Blair & Company
3
William Blair & Company
Illinois
$1.16M
4
KFP
4
Keystone Financial Planning
Ohio
$3.22M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$527K +$527K +8,551 New
SPC
52
Sigma Planning Corp
Michigan
$520K +$520K +8,445 New
BAAM
53
Baker Avenue Asset Management
California
$520K +$520K +8,452 New
Northern Trust
54
Northern Trust
Illinois
$496K +$145K +2,350 +41%
BIA
55
Biondo Investment Advisors
Pennsylvania
$476K +$22.5K +365 +5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$469K -$2.16M -35,182 -82%
HighTower Advisors
57
HighTower Advisors
Illinois
$435K +$31.6K +512 +8%
RMDI
58
R.M. Davis Inc
Maine
$419K – – –
Creative Planning
59
Creative Planning
Kansas
$401K -$127K -2,059 -24%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$378K +$378K +6,130 New
IAA
61
Ironsides Asset Advisors
North Carolina
$351K -$18.5K -300 -5%
AIG
62
American International Group
New York
$298K -$19.8K -321 -6%
WA
63
Wealth Architects
California
$294K +$294K +4,780 New
RJT
64
Raymond James Trust
Florida
$285K +$10.2K +165 +4%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$283K – – –
SCM
66
SOL Capital Management
Maryland
$277K – – –
IFA
67
Interactive Financial Advisors
Illinois
$265K -$29.3K -476 -10%
Ameriprise
68
Ameriprise
Minnesota
$262K -$177K -2,868 -40%
FAAS
69
First Allied Advisory Services
California
$258K -$5.88K -96 -2%
WA
70
WFG Advisors
Texas
$256K -$25.7K -417 -9%
BFA
71
Benedict Financial Advisors
Georgia
$245K +$245K +3,970 New
M&T Bank
72
M&T Bank
New York
$236K – – –
VFS
73
VSR Financial Services
Kansas
$221K +$221K +3,587 New
WAMC
74
Western Asset Management Company
California
$216K -$12.7K -205 -6%
CL
75
CPWM LLC
Washington
$212K +$1.79K +29 +0.9%
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