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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

142 hedge funds and large institutions have $479M invested in WisdomTree US High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+20
Holders Change %
+16.39%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
34
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$52.4M
2
Mariner
2
Mariner
Kansas
$3.47M
3
Jane Street
3
Jane Street
New York
$3.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.68M
5
AW
5
ACG Wealth
Georgia
$1.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$32.7M
2
LW
2
Linscomb Wealth
Texas
$100M
3
APP
3
Avantax Planning Partners
Iowa
$9.48M
4
PVH
4
Psagot Value Holdings
Israel
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$797K -$1.75K -24 -0.2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$795K -$72.9K -1,001 -8%
AG
53
Advisor Group
Arizona
$778K -$134K -1,836 -15%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$761K +$545K +7,484 +252%
HighTower Advisors
55
HighTower Advisors
Illinois
$738K -$34.7K -473 -4%
CAL
56
Capital Advisors Ltd
Ohio
$725K -$24.3K -334 -3%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$702K -$4.01K -55 -0.6%
EA
58
Efficient Advisors
Ohio
$695K +$70.9K +973 +11%
Creative Planning
59
Creative Planning
Kansas
$667K +$108K +1,480 +19%
EWG
60
Executive Wealth Group
Washington
$648K +$648K +8,900 New
BRWA
61
B. Riley Wealth Advisors
Florida
$640K -$25K -343 -4%
FCIM
62
Fairview Capital Investment Management
California
$616K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$605K +$56.7K +779 +10%
FT
64
Fiduciary Trust
Massachusetts
$601K – – –
LNC
65
Lincoln National Corp
Pennsylvania
$596K +$280K +3,840 +88%
SB
66
Simmons Bank
Arkansas
$580K -$6.92K -95 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$555K -$17.6K -241 -3%
BWM
68
BerganKDV Wealth Management
Minnesota
$554K +$332K +4,564 +150%
SI
69
SII Investments
Wisconsin
$518K -$1.45M -19,918 -74%
Stifel Financial
70
Stifel Financial
Missouri
$516K -$687K -9,469 -57%
SWP
71
Stratos Wealth Partners
Ohio
$509K +$58.1K +799 +13%
SWP
72
Strategic Wealth Partners
Ohio
$505K +$505K +7,142 New
HCM
73
Hudson Capital Management
New Jersey
$498K +$498K +6,843 New
FFW
74
Fusion Family Wealth
New York
$453K -$162K -2,220 -26%
DADC
75
D.A. Davidson & Co
Montana
$450K +$25.5K +350 +6%
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3
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