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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

94 hedge funds and large institutions have $370M invested in WisdomTree US High Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
17
Increased
35
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.1M
2
SFT
2
Simmons First Trust
Arkansas
$11.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18M
4
LW
4
Linscomb Wealth
Texas
$75.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.24M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$469K
2
LPL Financial
2
LPL Financial
California
$6.8M
3
William Blair & Company
3
William Blair & Company
Illinois
$1.16M
4
KFP
4
Keystone Financial Planning
Ohio
$3.22M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
76
Bingham Osborn & Scarborough
California
$200K +$200K +3,249 New
SAM
77
Securian Asset Management
Minnesota
$185K – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$116K +$23.9K +390 +26%
First Manhattan
79
First Manhattan
New York
$56K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$49K – – –
GGPS
81
Gary Goldberg Planning Services
New York
$41K – – –
NFG
82
Next Financial Group
Texas
$31K -$213K -3,443 -87%
NES
83
New England Securities
New York
$31K – – –
IAS
84
INR Advisory Services
Pennsylvania
$30K – – –
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$23K +367 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18K +300 New
WEC
87
Winslow Evans & Crocker
Massachusetts
$15.4K – – –
AA
88
Apriem Advisors
California
$12K – – –
MAS
89
Madden Advisory Services
Florida
$12K – – –
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
BRWA
91
B. Riley Wealth Advisors
Florida
$6.27K +$2.26K +7,897 +56%
Canada Life
92
Canada Life
Manitoba, Canada
$6K – – –
Citigroup
93
Citigroup
New York
$1K -$20.3K -486 -95%
VKH
94
Virtu KCG Holdings
New York
– -$319K -5,382 Closed
HHGA
95
Halbert Hargrove Global Advisors
California
– -$107K -1,805 Closed
CA
96
CapWealth Advisors
Tennessee
– -$18K -300 Closed
RIA
97
Regal Investment Advisors
Michigan
– -$7K -125 Closed
CTB
98
Country Trust Bank
Illinois
– -$5.93K -100 Closed
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