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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
42
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
3
TRCT
Tower Research Capital (TRC)
New York
+$970K
4
Principal Financial Group
Principal Financial Group
Iowa
+$824K
5
EAM
Evanson Asset Management
California
+$603K

Top Sellers

1
LW
Linscomb Wealth
Texas
-$5.87M
2
AW
ACG Wealth
Georgia
-$2.47M
3
Jane Street
Jane Street
New York
-$2.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
5
BFPW
BOK Financial Private Wealth
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$828K – – –
PA
52
PSI Advisors
Florida
$811K -$3.86K -62 -0.5%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$798K – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$786K +$146K +2,336 +23%
EWA
55
Exencial Wealth Advisors
Oklahoma
$736K -$3.68K -59 -0.5%
SB
56
Simmons Bank
Arkansas
$707K -$215K -3,456 -23%
PA
57
Paracle Advisors
Washington
$696K +$34.6K +556 +5%
Truist Financial
58
Truist Financial
North Carolina
$671K +$52.7K +847 +9%
CFG
59
Cooper Financial Group
California
$660K -$2.37K -38 -0.4%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$648K +$15.6K +251 +2%
ASN
61
Advisory Services Network
Georgia
$645K +$45.8K +735 +8%
ONB
62
Old National Bancorp
Indiana
$631K -$46.1K -740 -7%
FCA
63
FinTrust Capital Advisors
South Carolina
$599K -$53K -851 -8%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$596K +$124K +1,990 +26%
EA
65
Efficient Advisors
Ohio
$593K +$43.5K +698 +8%
NEWAS
66
N.E.W. Advisory Services
Wisconsin
$588K +$588K +9,436 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$551K -$32.1K -515 -6%
DADC
68
D.A. Davidson & Co
Montana
$506K +$4.67K +75 +0.9%
EWM
69
Empirical Wealth Management
Washington
$497K +$168K +2,696 +51%
CAL
70
Capital Advisors Ltd
Ohio
$490K – – –
IA
71
IFP Advisors
Florida
$465K +$369K +5,973 +385%
TW
72
Transform Wealth
Colorado
$462K -$15.6K -250 -3%
Creative Planning
73
Creative Planning
Kansas
$460K -$173K -2,786 -27%
IA
74
IFG Advisory
Georgia
$446K +$137K +2,198 +44%
BRWA
75
B. Riley Wealth Advisors
Florida
$409K +$312 +5 +0.1%
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