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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

95 hedge funds and large institutions have $327M invested in WisdomTree US High Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
22
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$76.2M
2
FIG
2
Fusion Investment Group
Pennsylvania
$2.88M
3
PAS
3
Partnervest Advisory Services
California
$2.53M
4
MFS
4
MSI Financial Services
Massachusetts
$1.57M
5
EA
5
Efficient Advisors
Ohio
$497K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.9M
3
Wells Fargo
3
Wells Fargo
California
$18.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.43M
5
AssetMark Inc
5
AssetMark Inc
California
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
WFG Advisors
Texas
$191K 3,219 – –
MAA
77
Managed Account Advisors
New Jersey
$180K 3,033 +1,841 +154%
WRM
78
Westport Resources Management
Connecticut
$179K 3,007 -3,567 -54%
AIG
79
American International Group
New York
$114K 1,919 -3,220 -63%
HHGA
80
Halbert Hargrove Global Advisors
California
$107K 1,805 +1,805 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$99K 1,675 – –
FANJ
82
Financial Architects (New Jersey)
New Jersey
$59K 1,000 +1,000 New
First Manhattan
83
First Manhattan
New York
$54K 921 – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$48K 800 – –
BAM
85
Bruderman Asset Management
New York
$39K 660 – –
NFG
86
Next Financial Group
Texas
$35K 603 +1 +0.2%
TFA
87
Transamerica Financial Advisors
Florida
$34K 556 – –
CFA
88
Carroll Financial Associates
North Carolina
$27K 450 – –
MAS
89
Madden Advisory Services
Florida
$11K 198 +198 New
IAS
90
INR Advisory Services
Pennsylvania
$10K 167 – –
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$10K 168 – –
Canada Life
92
Canada Life
Manitoba, Canada
$6K 100 – –
Citigroup
93
Citigroup
New York
$1K 24 -719 -97%
EWA
94
Exencial Wealth Advisors
Oklahoma
– – -27,950 Closed
RJFSA
95
Raymond James Financial Services Advisors
Florida
– – -16,359 Closed
CBN
96
Cadence Bank NA
Texas
– – -12,292 Closed
Creative Planning
97
Creative Planning
Kansas
– – -6,644 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
– – -5,279 Closed
FAAS
99
First Allied Advisory Services
California
– – -4,380 Closed
Fisher Asset Management
100
Fisher Asset Management
Washington
– – -3,628 Closed
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