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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

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
Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.34%
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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.4M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$2.07M
4
LPL Financial
4
LPL Financial
California
$6.55M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
CG
2
Colony Group
Massachusetts
$3.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.35M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Maltin Wealth Management
New Jersey
$328K +$1.59K +28 +0.5%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$318K +$318K +5,615 New
UCFA
78
United Capital Financial Advisors
Texas
$313K – – –
EWM
79
Empirical Wealth Management
Washington
$299K -$45.2K -798 -13%
IFA
80
Interactive Financial Advisors
Illinois
$299K +$10.2K +180 +4%
EWG
81
Executive Wealth Group
Washington
$297K +$1.7K +30 +0.6%
CWM
82
Cedar Wealth Management
California
$292K +$170 +3 +0.1%
MBT
83
Montecito Bank & Trust
California
$291K -$5.66K -100 -2%
SPIA
84
Steward Partners Investment Advisory
New York
$285K -$36.1K -640 -11%
IA
85
IFG Advisory
Georgia
$281K +$281K +4,972 New
GW
86
GW & Wade
Massachusetts
$279K – – –
IAA
87
Ironsides Asset Advisors
North Carolina
$266K – – –
RCA
88
Ranch Capital Advisors
Florida
$256K +$5.08K +90 +2%
PAM
89
Peak Asset Management
Colorado
$254K +$55K +970 +28%
IWC
90
Integrated Wealth Concepts
Massachusetts
$248K +$248K +4,376 New
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$247K -$397K -7,017 -62%
PAG
92
Private Advisor Group
New Jersey
$226K -$33.7K -596 -13%
VCS
93
Vaughan & Co Securities
New Jersey
$212K – – –
FCFS
94
First Command Financial Services
Texas
$207K – – –
FCB
95
First Command Bank
Texas
$207K – – –
WCG
96
Weaver Consulting Group
California
$188K -$228K -4,025 -55%
1IA
97
1834 Investment Advisors
Wisconsin
$176K +$14.3K +253 +9%
PFO
98
Pathstone Family Office
New Jersey
$170K +$170K +3,000 New
CAN
99
Claraphi Advisory Network
United States
$169K +$169K +2,980 New
OPS
100
Orion Portfolio Solutions
Nebraska
$161K +$2.71K +48 +2%
2 3
4
5 6