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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

151 hedge funds and large institutions have $301M invested in WisdomTree US High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
49
Reduced
51
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.4M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$2.07M
4
LPL Financial
4
LPL Financial
California
$6.55M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
CG
2
Colony Group
Massachusetts
$3.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.35M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PSI Advisors
Florida
$740K -$78.4K -1,386 -10%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$724K -$7.18K -127 -1%
EWA
53
Exencial Wealth Advisors
Oklahoma
$672K -$11.7K -206 -2%
ONB
54
Old National Bancorp
Indiana
$616K -$11K -195 -2%
Goldman Sachs
55
Goldman Sachs
New York
$614K – – –
CFG
56
Cooper Financial Group
California
$602K +$16.8K +297 +3%
PA
57
Paracle Advisors
Washington
$601K – – –
JCM
58
Janney Capital Management
Pennsylvania
$601K +$601K +10,612 New
FCA
59
FinTrust Capital Advisors
South Carolina
$593K +$81.6K +1,440 +16%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$582K -$942K -16,648 -62%
Creative Planning
61
Creative Planning
Kansas
$576K +$123K +2,178 +27%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$574K +$88.8K +1,570 +18%
Truist Financial
63
Truist Financial
North Carolina
$562K +$284K +5,030 +102%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$559K +$348K +6,149 +165%
ASN
65
Advisory Services Network
Georgia
$545K +$34.8K +615 +7%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$530K -$3.68K -65 -0.7%
EA
67
Efficient Advisors
Ohio
$499K +$27.7K +490 +6%
FWM
68
Frontier Wealth Management
Missouri
$492K +$130K +2,301 +36%
MML Investors Services
69
MML Investors Services
Massachusetts
$482K -$535K -9,451 -53%
FT
70
Fiduciary Trust
Massachusetts
$469K – – –
DADC
71
D.A. Davidson & Co
Montana
$456K +$6.8K +120 +2%
CAL
72
Capital Advisors Ltd
Ohio
$445K – – –
TW
73
Transform Wealth
Colorado
$434K +$78.5K +1,387 +22%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$429K -$906 -16 -0.2%
BRWA
75
B. Riley Wealth Advisors
Florida
$372K +$113 +2 +0%
1 2
3
4 5