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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

147 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
38
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$43.6M
2
DLIC
2
Daido Life Insurance Company
Japan
$35.6M
3
Bank of America
3
Bank of America
North Carolina
$28.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$5.79M
5
CAN
5
Cetera Advisor Networks
California
$18.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
IA
4
IFP Advisors
Florida
$34K
5
SGAM
5
Steinberg Global Asset Management
Florida
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
76
GW & Wade
Massachusetts
$316K – – –
FCB
77
First Command Bank
Texas
$289K – – –
FCFS
78
First Command Financial Services
Texas
$289K – – –
S
79
SignatureFD
Georgia
$286K – – –
EWM
80
Empirical Wealth Management
Washington
$280K -$136K -1,880 -33%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$270K -$76.8K -1,059 -22%
MFG
82
Magnus Financial Group
New York
$268K +$290 +4 +0.1%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$258K -$88.4K -1,217 -26%
NFG
84
Next Financial Group
Texas
$257K +$12.1K +167 +5%
NFH
85
NEXT Financial Holdings
Texas
$257K +$257K +3,549 New
PAM
86
Peak Asset Management
Colorado
$255K – – –
1IA
87
1834 Investment Advisors
Wisconsin
$251K +$35.2K +485 +16%
BWM
88
BerganKDV Wealth Management
Minnesota
$245K -$9.93K -137 -4%
FHC
89
First Heartland Consultants
Missouri
$241K +$289 +4 +0.1%
M&T Bank
90
M&T Bank
New York
$229K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$227K – – –
CA
92
Calton & Associates
Florida
$222K – – –
GRP
93
Global Retirement Partners
California
$217K – – –
SWP
94
Stratos Wealth Partners
Ohio
$217K +$217K +2,989 New
WCF
95
West Coast Financial
California
$217K +$217K +3,000 New
IFWM
96
Institute for Wealth Management
Colorado
$210K +$210K +2,888 New
LC
97
Lindbrook Capital
California
$173K – – –
SWP
98
Strategic Wealth Partners
Ohio
$167K -$27.5K -376 -14%
FHA
99
Flagship Harbor Advisors
Massachusetts
$163K -$19.9K -275 -11%
FHB
100
First Hawaiian Bank
Hawaii
$161K +$39.7K +549 +33%
2 3
4
5 6