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WisdomTree US High Dividend Fund

144 hedge funds and large institutions have $303M invested in WisdomTree US High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
37
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$828K +$39.7K +636 +5%
PA
52
PSI Advisors
Florida
$801K -$11.8K -189 -1%
EWA
53
Exencial Wealth Advisors
Oklahoma
$717K -$21.6K -345 -3%
SB
54
Simmons Bank
Arkansas
$702K -$7.5K -120 -1%
PA
55
Paracle Advisors
Washington
$698K
JWCA
56
J.W. Cole Advisors
Florida
$689K +$689K +11,023 New
ASN
57
Advisory Services Network
Georgia
$688K +$41.4K +663 +6%
Truist Financial
58
Truist Financial
North Carolina
$683K +$8.94K +143 +1%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$678K +$28.4K +454 +4%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$668K -$471K -7,526 -41%
CFG
61
Cooper Financial Group
California
$668K +$6.12K +98 +0.9%
ONB
62
Old National Bancorp
Indiana
$619K -$13.9K -223 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$605K +$7K +112 +1%
EA
64
Efficient Advisors
Ohio
$581K -$13.6K -217 -2%
EWM
65
Empirical Wealth Management
Washington
$517K +$18.5K +296 +4%
DADC
66
D.A. Davidson & Co
Montana
$499K -$8.43K -135 -2%
CAL
67
Capital Advisors Ltd
Ohio
$472K -$18.7K -300 -4%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$469K +$469K +7,504 New
NEWAS
69
N.E.W. Advisory Services
Wisconsin
$462K -$128K -2,043 -22%
TW
70
Transform Wealth
Colorado
$456K -$7.81K -125 -2%
IA
71
IFP Advisors
Florida
$453K -$15.2K -244 -3%
Creative Planning
72
Creative Planning
Kansas
$451K -$11.3K -181 -2%
Goldman Sachs
73
Goldman Sachs
New York
$422K -$419K -6,694 -50%
BRWA
74
B. Riley Wealth Advisors
Florida
$411K +$313 +5 +0.1%
IA
75
IFG Advisory
Georgia
$403K -$44.2K -708 -10%