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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

104 hedge funds and large institutions have $376M invested in WisdomTree US High Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
24
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
Eastern Bank
Massachusetts
$21.6M
2
LW
Linscomb Wealth
Texas
$97.3M
3
AssetMark Inc
AssetMark Inc
California
$26.9M
4
UBS Group
UBS Group
Switzerland
$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.36M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$234K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
76
Bingham Osborn & Scarborough
California
$202K +$202K +3,185 New
MFT
77
Moisand Fitzgerald Tamayo
Florida
$191K -$16.9K -267 -8%
CK
78
Carnick & Kubik
Colorado
$133K +$133K +2,100 New
RIM
79
Ranger International Management
Illinois
$106K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$104K -$51.8K -819 -33%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$104K +$104K +1,637 New
DADC
82
D.A. Davidson & Co
Montana
$94K – – –
WA
83
WFG Advisors
Texas
$90K -$66.7K -1,059 -43%
LGWM
84
Litman Gregory Wealth Management
California
$70K +$70K +1,103 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$51K – – –
NFG
86
Next Financial Group
Texas
$50K – – –
First Manhattan
87
First Manhattan
New York
$47K -$10.5K -168 -18%
ACM
88
Armbruster Capital Management
New York
$44K – – –
BAM
89
Bruderman Asset Management
New York
$42K – – –
AIG
90
American International Group
New York
$37K -$174K -2,771 -82%
TFA
91
Transamerica Financial Advisors
Florida
$36K – – –
IA
92
IFP Advisors
Florida
$34K -$1.02M -14,120 -97%
CFA
93
Carroll Financial Associates
North Carolina
$32K – – –
KT
94
Kanaly Trust
Texas
$22K +$22K +350 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +335 New
MSFP
96
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
CYG
97
Clean Yield Group
Vermont
$14K +$14K +215 New
AIM
98
Arcadia Investment Management
Michigan
$12K +$12K +185 New
GWM
99
Geneos Wealth Management
Colorado
$12K +$12K +200 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$11K – – –
1 2 3
4
5