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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$4.79M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$1.64M
5
FAAS
5
First Allied Advisory Services
California
$1.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$1.08M -$125K -1,625 -10%
SB
52
Simmons Bank
Arkansas
$1.07M +$50.7K +660 +5%
William Blair & Company
53
William Blair & Company
Illinois
$1.02M – – –
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$1M +$1M +13,003 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$994K +$9.76K +127 +1%
EWA
56
Exencial Wealth Advisors
Oklahoma
$928K -$20.4K -265 -2%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$875K -$21.7K -283 -2%
ONB
58
Old National Bancorp
Indiana
$850K – – –
PPA
59
Parametric Portfolio Associates
Washington
$849K +$158K +2,058 +23%
Goldman Sachs
60
Goldman Sachs
New York
$834K -$1.06M -13,851 -56%
PA
61
Paracle Advisors
Washington
$815K – – –
CFG
62
Cooper Financial Group
California
$794K -$20.8K -271 -3%
Citadel Advisors
63
Citadel Advisors
Florida
$792K -$668K -8,697 -46%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$791K – – –
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$721K +$721K +9,423 New
FCA
66
FinTrust Capital Advisors
South Carolina
$694K +$227K +2,950 +49%
ASN
67
Advisory Services Network
Georgia
$692K -$118K -1,535 -15%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$659K +$74.2K +966 +13%
EA
69
Efficient Advisors
Ohio
$640K +$2.61K +34 +0.4%
SRC
70
Sage Rhino Capital
California
$639K – – –
FT
71
Fiduciary Trust
Massachusetts
$636K – – –
Creative Planning
72
Creative Planning
Kansas
$614K +$25K +326 +4%
DADC
73
D.A. Davidson & Co
Montana
$609K +$23.8K +310 +4%
CAL
74
Capital Advisors Ltd
Ohio
$604K +$15.2K +198 +3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$583K -$77.5K -1,009 -12%
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