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WisdomTree US High Dividend Fund

147 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
38
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$839K +$527K +7,270 +169%
CAL
52
Capital Advisors Ltd
Ohio
$785K -$16.6K -229 -2%
PA
53
Paracle Advisors
Washington
$769K -$18.1K -250 -2%
ASN
54
Advisory Services Network
Georgia
$769K -$4.42K -61 -0.6%
CFG
55
Cooper Financial Group
California
$746K +$1.38K +19 +0.2%
SRC
56
Sage Rhino Capital
California
$696K +$696K +9,610 New
EA
57
Efficient Advisors
Ohio
$689K +$22.7K +314 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$685K -$132K -1,826 -16%
EWG
59
Executive Wealth Group
Washington
$673K +$4.78K +66 +0.7%
FT
60
Fiduciary Trust
Massachusetts
$600K
Creative Planning
61
Creative Planning
Kansas
$565K -$25.3K -349 -4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$535K +$535K +7,385 New
WCG
63
Weaver Consulting Group
California
$527K +$527K +7,348 New
BRWA
64
B. Riley Wealth Advisors
Florida
$474K -$181K -2,504 -28%
DADC
65
D.A. Davidson & Co
Montana
$473K +$7.97K +110 +2%
AF
66
Advisornet Financial
Minnesota
$463K -$169K -2,327 -27%
FWM
67
Frontier Wealth Management
Missouri
$463K
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$435K +$51.7K +714 +13%
IAA
69
Ironsides Asset Advisors
North Carolina
$413K
DAS
70
Dynamic Advisor Solutions
Arizona
$405K +$21.8K +300 +6%
Stifel Financial
71
Stifel Financial
Missouri
$381K +$81.2K +1,116 +27%
PAG
72
Private Advisor Group
New Jersey
$374K -$112K -1,542 -23%
MBT
73
Montecito Bank & Trust
California
$360K +$360K +4,970 New
IFA
74
Interactive Financial Advisors
Illinois
$326K -$10.1K -140 -3%
BTS
75
BB&T Securities
Virginia
$324K