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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
42
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
3
TRCT
Tower Research Capital (TRC)
New York
+$970K
4
Principal Financial Group
Principal Financial Group
Iowa
+$824K
5
EAM
Evanson Asset Management
California
+$603K

Top Sellers

1
LW
Linscomb Wealth
Texas
-$5.87M
2
AW
ACG Wealth
Georgia
-$2.47M
3
Jane Street
Jane Street
New York
-$2.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
5
BFPW
BOK Financial Private Wealth
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Maltin Wealth Management
New Jersey
$364K +$3.3K +53 +0.9%
UCFA
77
United Capital Financial Advisors
Texas
$355K +$10.2K +164 +3%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$353K -$262K -4,211 -43%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$350K – – –
PAG
80
Private Advisor Group
New Jersey
$347K +$98.2K +1,577 +39%
IFA
81
Interactive Financial Advisors
Illinois
$339K +$9.91K +159 +3%
AWM
82
AE Wealth Management
Kansas
$331K +$331K +5,307 New
EWG
83
Executive Wealth Group
Washington
$331K +$3.49K +56 +1%
CWM
84
Cedar Wealth Management
California
$319K -$1.99K -32 -0.6%
FT
85
Fiduciary Trust
Massachusetts
$303K -$213K -3,423 -41%
IAA
86
Ironsides Asset Advisors
North Carolina
$293K – – –
IWC
87
Integrated Wealth Concepts
Massachusetts
$284K +$11.4K +183 +4%
GSWM
88
Golden State Wealth Management
California
$284K +$188K +3,892 +195%
PAM
89
Peak Asset Management
Colorado
$279K – – –
RCA
90
Ranch Capital Advisors
Florida
$253K -$42.7K -655 -14%
GW
91
GW & Wade
Massachusetts
$250K -$57.3K -918 -19%
FCFS
92
First Command Financial Services
Texas
$247K +$19.1K +307 +8%
FCB
93
First Command Bank
Texas
$247K +$19.1K +307 +8%
VCS
94
Vaughan & Co Securities
New Jersey
$231K -$1.99K -32 -0.9%
Jane Street
95
Jane Street
New York
$221K -$2.42M -38,762 -92%
SW
96
SVB Wealth
Massachusetts
$221K +$221K +3,555 New
MBT
97
Montecito Bank & Trust
California
$216K -$104K -1,675 -33%
SRC
98
Sage Rhino Capital
California
$209K +$209K +3,360 New
SPIA
99
Steward Partners Investment Advisory
New York
$208K -$106K -1,700 -34%
FHB
100
First Hawaiian Bank
Hawaii
$205K +$205K +3,293 New
2 3
4
5 6