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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

111 hedge funds and large institutions have $439M invested in WisdomTree US High Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
45
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVH
1
Psagot Value Holdings
Israel
$18.5M
2
RJA
2
Raymond James & Associates
Florida
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.8M
4
Bank of America
4
Bank of America
North Carolina
$22.1M
5
SFG
5
StrategIQ Financial Group
Indiana
$2.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.9M
2
UBS Group
2
UBS Group
Switzerland
$9.49M
3
Goldman Sachs
3
Goldman Sachs
New York
$261K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LW
5
Linscomb Wealth
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
76
CPWM LLC
Washington
$231K – – –
WAMC
77
Western Asset Management Company
California
$224K – – –
CIBC World Market
78
CIBC World Market
Ontario, Canada
$214K +$214K +3,214 New
BOS
79
Bingham Osborn & Scarborough
California
$212K – – –
MFT
80
Moisand Fitzgerald Tamayo
Florida
$201K – – –
IAA
81
Ironsides Asset Advisors
North Carolina
$200K -$380K -5,700 -66%
PAM
82
Peak Asset Management
Colorado
$200K +$200K +2,996 New
WCF
83
West Coast Financial
California
$200K +$200K +3,000 New
AIM
84
Arcadia Investment Management
Michigan
$159K +$147K +2,200 +1,189%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$141K +$31.6K +472 +29%
RIM
86
Ranger International Management
Illinois
$112K – – –
AG
87
Advisor Group
Arizona
$105K +$105K +1,604 New
DADC
88
D.A. Davidson & Co
Montana
$100K – – –
GWM
89
Geneos Wealth Management
Colorado
$100K +$86.7K +1,300 +650%
WA
90
WFG Advisors
Texas
$95K – – –
LGWM
91
Litman Gregory Wealth Management
California
$74K – – –
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73K +$73K +1,100 New
WP
93
WealthPLAN Partners
Nebraska
$53.4K +$53.4K +800 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$53K – – –
First Manhattan
95
First Manhattan
New York
$50K – – –
ACM
96
Armbruster Capital Management
New York
$46K – – –
BAM
97
Bruderman Asset Management
New York
$44K – – –
CFA
98
Carroll Financial Associates
North Carolina
$34K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$34K +$11.8K +178 +53%
NFG
100
Next Financial Group
Texas
$27K -$26.5K -399 -50%
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