DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

138 hedge funds and large institutions have $439M invested in WisdomTree US High Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
37
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$79.7M
3
UBS Group
3
UBS Group
Switzerland
$13.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.92M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$1.37M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$15K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.5M
4
Jane Street
4
Jane Street
New York
$1.39M
5
EAM
5
Evanson Asset Management
California
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
76
Truvestments Capital
Florida
$337K 4,675 +17 +0.4%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$333K 4,610 – –
SPIA
78
Steward Partners Investment Advisory
New York
$318K 4,413 -1,039 -19%
GW
79
GW & Wade
Massachusetts
$315K 4,365 -101 -2%
BWM
80
BerganKDV Wealth Management
Minnesota
$298K 4,132 +226 +6%
S
81
SignatureFD
Georgia
$285K 3,950 -1,155 -23%
NFG
82
Next Financial Group
Texas
$275K 3,812 +21 +0.6%
SIM
83
Sterling Investment Management
Arizona
$266K 3,688 – –
KJWM
84
Kiley Juergens Wealth Management
Washington
$261K 3,629 +1,456 +67%
PAM
85
Peak Asset Management
Colorado
$250K 3,471 – –
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$247K 3,417 -2,918 -46%
FHC
87
First Heartland Consultants
Missouri
$239K 3,310 +6 +0.2%
M&T Bank
88
M&T Bank
New York
$228K 3,160 -90 -3%
GRP
89
Global Retirement Partners
California
$227K 3,150 – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$225K 3,125 -177 -5%
WCF
91
West Coast Financial
California
$216K 3,000 – –
SWP
92
Stratos Wealth Partners
Ohio
$216K 2,988 – –
CA
93
Calton & Associates
Florida
$214K 2,962 – –
1IA
94
1834 Investment Advisors
Wisconsin
$214K 2,960 +90 +3%
DWM
95
Dynasty Wealth Management
Florida
$202K 2,794 +2,794 New
SWP
96
Strategic Wealth Partners
Ohio
$192K 2,658 -1,017 -28%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$157K 2,169 – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$144K 2,000 – –
FHA
99
Flagship Harbor Advisors
Massachusetts
$132K 1,826 – –
FFW
100
Fusion Family Wealth
New York
$129K 1,783 -1,731 -49%
2 3
4
5 6