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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

143 hedge funds and large institutions have $294M invested in WisdomTree US High Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
33
Reduced
45
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.7M
2
AW
2
ACG Wealth
Georgia
$3.87M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.27M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.68M
5
CAN
5
Cetera Advisor Networks
California
$14.3M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
SGAM
2
Steinberg Global Asset Management
Florida
$1.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LW
4
Linscomb Wealth
Texas
$84.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$270K -$35K -534 -11%
FCFS
77
First Command Financial Services
Texas
$260K -$260K -3,993 -50%
FCB
78
First Command Bank
Texas
$260K -$260K -3,993 -50%
S
79
SignatureFD
Georgia
$257K – – –
MFG
80
Magnus Financial Group
New York
$241K +$241K +3,694 New
SIM
81
Sterling Investment Management
Arizona
$240K – – –
PWP
82
Personal Wealth Partners
Minnesota
$233K +$233K +5,870 New
BWM
83
BerganKDV Wealth Management
Minnesota
$229K -$40K -614 -15%
PAM
84
Peak Asset Management
Colorado
$229K +$2.74K +42 +1%
NFG
85
Next Financial Group
Texas
$220K -$28K -430 -11%
FHC
86
First Heartland Consultants
Missouri
$217K +$1.04K +16 +0.5%
M&T Bank
87
M&T Bank
New York
$206K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$204K +$130 +2 +0.1%
CA
89
Calton & Associates
Florida
$200K +$6.72K +103 +3%
GRP
90
Global Retirement Partners
California
$195K -$9.75K -150 -5%
WHG
91
Westwood Holdings Group
Texas
$195K +$195K +3,000 New
1IA
92
1834 Investment Advisors
Wisconsin
$194K +$978 +15 +0.5%
SWP
93
Strategic Wealth Partners
Ohio
$182K – – –
FHA
94
Flagship Harbor Advisors
Massachusetts
$164K +$45.4K +700 +38%
LC
95
Lindbrook Capital
California
$155K +$155K +2,391 New
FANJ
96
Financial Architects (New Jersey)
New Jersey
$141K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$130K – – –
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$130K +$130K +2,000 New
FHB
99
First Hawaiian Bank
Hawaii
$109K +$13.3K +204 +14%
AIC
100
Ameritas Investment Company
Nebraska
$104K +$104K +1,594 New
2 3
4
5 6