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WisdomTree US High Dividend Fund

151 hedge funds and large institutions have $301M invested in WisdomTree US High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

8.41% less ownership

Funds ownership: 50.62%42.21% (-8.4%)

13% less funds holding

Funds holding: 173151 (-22)

33% less capital invested

Capital invested by funds: $449M → $301M (-$148M)

63% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 30

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
49
Reduced
51
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Maltin Wealth Management
New Jersey
$328K +$1.96K +28 +0.5%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$318K +$393K +5,615 New
UCFA
78
United Capital Financial Advisors
Texas
$313K
EWM
79
Empirical Wealth Management
Washington
$299K -$55.9K -798 -13%
IFA
80
Interactive Financial Advisors
Illinois
$299K +$12.6K +180 +4%
EWG
81
Executive Wealth Group
Washington
$297K +$2.1K +30 +0.6%
CWM
82
Cedar Wealth Management
California
$292K +$210 +3 +0.1%
MBT
83
Montecito Bank & Trust
California
$291K -$7K -100 -2%
SPIA
84
Steward Partners Investment Advisory
New York
$285K -$44.8K -640 -11%
IA
85
IFG Advisory
Georgia
$281K +$348K +4,972 New
GW
86
GW & Wade
Massachusetts
$279K
IAA
87
Ironsides Asset Advisors
North Carolina
$266K
RCA
88
Ranch Capital Advisors
Florida
$256K +$6.3K +90 +2%
PAM
89
Peak Asset Management
Colorado
$254K +$67.9K +970 +28%
IWC
90
Integrated Wealth Concepts
Massachusetts
$248K +$306K +4,376 New
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$247K -$491K -7,017 -62%
PAG
92
Private Advisor Group
New Jersey
$226K -$41.7K -596 -13%
VCS
93
Vaughan & Co Securities
New Jersey
$212K
FCB
94
First Command Bank
Texas
$207K
FCFS
95
First Command Financial Services
Texas
$207K
WCG
96
Weaver Consulting Group
California
$188K -$282K -4,025 -55%
1IA
97
1834 Investment Advisors
Wisconsin
$176K +$17.7K +253 +9%
PFO
98
Pathstone Family Office
New Jersey
$170K +$210K +3,000 New
CAN
99
Claraphi Advisory Network
United States
$169K +$209K +2,980 New
OPS
100
Orion Portfolio Solutions
Nebraska
$161K +$3.36K +48 +2%