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WisdomTree US High Dividend Fund

138 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
26
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
76
BB&T Securities
Virginia
$322K +$68 +1 +0%
FFW
77
Fusion Family Wealth
New York
$305K -$119K -1,742 -28%
SG Americas Securities
78
SG Americas Securities
New York
$305K -$37.7K -553 -11%
GW
79
GW & Wade
Massachusetts
$304K -$85.4K -1,254 -22%
VF
80
Virtu Financial
New York
$303K +$303K +4,445 New
FCFS
81
First Command Financial Services
Texas
$290K
FCB
82
First Command Bank
Texas
$290K
DAS
83
Dynamic Advisor Solutions
Arizona
$280K +$280K +4,111 New
LNC
84
Lincoln National Corp
Pennsylvania
$274K -$284K -4,170 -51%
BWM
85
BerganKDV Wealth Management
Minnesota
$268K -$250K -3,672 -48%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$268K +$59K +865 +28%
NFG
87
Next Financial Group
Texas
$264K +$2.92K +43 +1%
RJT
88
Raymond James Trust
Florida
$253K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$247K -$66.8K -1,000 -21%
FHC
90
First Heartland Consultants
Missouri
$245K -$24.3K -357 -9%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$245K +$20.1K +295 +9%
1IA
92
1834 Investment Advisors
Wisconsin
$242K +$72.2K +1,062 +43%
Renaissance Technologies
93
Renaissance Technologies
New York
$238K +$238K +3,500 New
PAM
94
Peak Asset Management
Colorado
$236K
M&T Bank
95
M&T Bank
New York
$223K -$31.2K -459 -12%
SEI Investments
96
SEI Investments
Pennsylvania
$206K +$61.4K +903 +42%
SWP
97
Stratos Wealth Partners
Ohio
$204K -$274K -4,007 -57%
WCF
98
West Coast Financial
California
$204K
WP
99
WealthPLAN Partners
Nebraska
$201K +$201K +2,960 New
SPIA
100
Steward Partners Investment Advisory
New York
$150K +$13.9K +204 +10%