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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$9.98M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$974K
5
Jane Street
5
Jane Street
New York
$1.84M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$4.12M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
PVH
3
Psagot Value Holdings
Israel
$876K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
APP
5
Avantax Planning Partners
Iowa
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$794K 11,438 +418 +4%
EWA
52
Exencial Wealth Advisors
Oklahoma
$780K 11,246 -224 -2%
CFG
53
Cooper Financial Group
California
$743K 10,719 +28 +0.3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$740K 10,667 -15 -0.1%
PA
55
Paracle Advisors
Washington
$718K 10,352 -823 -7%
PA
56
PSI Advisors
Florida
$703K 10,140 -2,693 -21%
SB
57
Simmons Bank
Arkansas
$701K 10,105 -1,121 -10%
ONB
58
Old National Bancorp
Indiana
$676K 9,741 -171 -2%
Truist Financial
59
Truist Financial
North Carolina
$637K 9,180 -1,748 -16%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$614K 8,855 -820 -8%
DADC
61
D.A. Davidson & Co
Montana
$554K 7,990 – –
EWM
62
Empirical Wealth Management
Washington
$550K 7,925 -344 -4%
EA
63
Efficient Advisors
Ohio
$546K 7,874 -1,430 -15%
CAL
64
Capital Advisors Ltd
Ohio
$524K 7,559 – –
Creative Planning
65
Creative Planning
Kansas
$503K 7,247 +37 +0.5%
AWM
66
AE Wealth Management
Kansas
$493K 7,105 +1,345 +23%
IA
67
IFP Advisors
Florida
$476K 6,896 -385 -5%
Goldman Sachs
68
Goldman Sachs
New York
$468K 6,746 – –
Neuberger Berman Group
69
Neuberger Berman Group
New York
$451K 6,504 -1,000 -13%
BRWA
70
B. Riley Wealth Advisors
Florida
$450K 6,482 -85 -1%
RZH
71
Relyea Zuckerberg Hanson
Connecticut
$427K 6,160 – –
IA
72
IFG Advisory
Georgia
$415K 5,991 -471 -7%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$414K 5,970 +5,970 New
IFA
74
Interactive Financial Advisors
Illinois
$393K 5,668 +69 +1%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$392K 5,656 +5,656 New
1 2
3
4 5