DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

95 hedge funds and large institutions have $327M invested in WisdomTree US High Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
22
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$76.2M
2
FIG
2
Fusion Investment Group
Pennsylvania
$2.88M
3
PAS
3
Partnervest Advisory Services
California
$2.53M
4
MFS
4
MSI Financial Services
Massachusetts
$1.57M
5
EA
5
Efficient Advisors
Ohio
$497K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.9M
3
Wells Fargo
3
Wells Fargo
California
$18.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.43M
5
AssetMark Inc
5
AssetMark Inc
California
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$509K 8,551 – –
EA
52
Efficient Advisors
Ohio
$497K 8,364 +8,364 New
BIA
53
Biondo Investment Advisors
Pennsylvania
$483K 8,130 – –
HighTower Advisors
54
HighTower Advisors
Illinois
$483K 8,130 +1,313 +19%
CAL
55
Capital Advisors Ltd
Ohio
$462K 7,763 +2,234 +40%
SPC
56
Sigma Planning Corp
Michigan
$413K 6,941 -1,503 -18%
Ameriprise
57
Ameriprise
Minnesota
$403K 6,779 +2,455 +57%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$386K 6,490 +83 +1%
VKH
59
Virtu KCG Holdings
New York
$357K 6,004 -1,230 -17%
IAA
60
Ironsides Asset Advisors
North Carolina
$339K 5,700 – –
RMDI
61
R.M. Davis Inc
Maine
$321K 5,400 – –
BTS
62
BB&T Securities
Virginia
$319K 5,376 +2 +0%
TC
63
Toews Corporation
New Jersey
$291K 4,886 – –
CA
64
CapWealth Advisors
Tennessee
$280K 4,705 +883 +23%
RJT
65
Raymond James Trust
Florida
$275K 4,630 – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$274K 4,600 – –
WA
67
Wealth Architects
California
$274K 4,610 – –
SCM
68
SOL Capital Management
Maryland
$268K 4,500 – –
Bank of New York Mellon
69
Bank of New York Mellon
New York
$255K 4,291 +4,291 New
IFA
70
Interactive Financial Advisors
Illinois
$239K 4,015 -225 -5%
HF
71
HRT Financial
New York
$236K 3,978 +3,978 New
BFA
72
Benedict Financial Advisors
Georgia
$234K 3,917 -64 -2%
M&T Bank
73
M&T Bank
New York
$228K 3,828 – –
CL
74
CPWM LLC
Washington
$206K 3,464 – –
WAMC
75
Western Asset Management Company
California
$199K 3,345 – –
1 2
3
4 5