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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$4.79M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$1.64M
5
FAAS
5
First Allied Advisory Services
California
$1.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
AlphaCore Capital
California
$548K +$548K +7,134 New
WCG
77
Weaver Consulting Group
California
$547K – – –
BRWA
78
B. Riley Wealth Advisors
Florida
$504K +$461 +6 +0.1%
FWM
79
Frontier Wealth Management
Missouri
$491K – – –
TW
80
Transform Wealth
Colorado
$483K +$483K +6,286 New
EWM
81
Empirical Wealth Management
Washington
$467K – – –
MWM
82
Maltin Wealth Management
New Jersey
$443K +$443K +5,763 New
SPIA
83
Steward Partners Investment Advisory
New York
$436K – – –
UCFA
84
United Capital Financial Advisors
Texas
$425K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$420K +$48.2K +627 +13%
MBT
86
Montecito Bank & Trust
California
$403K – – –
EWG
87
Executive Wealth Group
Washington
$401K +$4.92K +64 +1%
CWM
88
Cedar Wealth Management
California
$396K -$14.5K -189 -4%
IFA
89
Interactive Financial Advisors
Illinois
$392K +$4.08K +53 +1%
GW
90
GW & Wade
Massachusetts
$378K +$64.1K +835 +20%
Truist Financial
91
Truist Financial
North Carolina
$377K +$377K +4,908 New
IAA
92
Ironsides Asset Advisors
North Carolina
$361K – – –
PAG
93
Private Advisor Group
New Jersey
$353K -$29.4K -383 -8%
RCA
94
Ranch Capital Advisors
Florida
$342K -$1.46K -19 -0.4%
S
95
SignatureFD
Georgia
$315K – – –
VCS
96
Vaughan & Co Securities
New Jersey
$287K +$287K +3,743 New
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$286K – – –
MFG
98
Magnus Financial Group
New York
$286K +$844 +11 +0.3%
FCB
99
First Command Bank
Texas
$281K – – –
FCFS
100
First Command Financial Services
Texas
$281K – – –
2 3
4
5 6