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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
47
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$7M
2
RJA
2
Raymond James & Associates
Florida
$8.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.97M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
LPL Financial
5
LPL Financial
California
$15.4M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$33.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$50K
5
BF
5
BOK Financial
Oklahoma
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$908K +$36K +472 +4%
CBN
52
Cadence Bank NA
Texas
$904K -$447K -5,859 -33%
TRCT
53
Tower Research Capital (TRC)
New York
$902K +$772K +10,124 +595%
EWA
54
Exencial Wealth Advisors
Oklahoma
$859K +$611 +8 +0.1%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$812K -$1.76K -23 -0.2%
PA
56
Paracle Advisors
Washington
$782K -$7.24K -95 -0.9%
CFG
57
Cooper Financial Group
California
$744K -$74K -970 -9%
PA
58
PSI Advisors
Florida
$744K -$29K -380 -4%
ONB
59
Old National Bancorp
Indiana
$743K – – –
SB
60
Simmons Bank
Arkansas
$706K -$65.6K -859 -9%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$691K +$15.1K +198 +2%
Truist Financial
62
Truist Financial
North Carolina
$689K -$11.1K -145 -2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$647K -$611K -8,003 -49%
FTUS
64
Flow Traders U.S.
New York
$634K +$634K +8,311 New
CAL
65
Capital Advisors Ltd
Ohio
$631K +$54K +707 +9%
DADC
66
D.A. Davidson & Co
Montana
$617K +$7.63K +100 +1%
EWM
67
Empirical Wealth Management
Washington
$590K -$14.7K -193 -2%
Creative Planning
68
Creative Planning
Kansas
$542K -$10.6K -139 -2%
BRWA
69
B. Riley Wealth Advisors
Florida
$512K +$17K +223 +3%
IA
70
IFP Advisors
Florida
$509K -$14.2K -187 -3%
AWA
71
Arkadios Wealth Advisors
Georgia
$508K +$104K +1,370 +26%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$496K – – –
RZH
73
Relyea Zuckerberg Hanson
Connecticut
$479K – – –
IFA
74
Interactive Financial Advisors
Illinois
$477K +$44.3K +580 +10%
IA
75
IFG Advisory
Georgia
$457K +$76 +1 +0%
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