DHS icon

WisdomTree US High Dividend Fund

144 hedge funds and large institutions have $303M invested in WisdomTree US High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
37
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
76
Webster Bank
Connecticut
$400K +$400K +6,402 New
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$397K +$35.1K +545 +10%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$385K -$942K -15,048 -71%
AWM
79
AE Wealth Management
Kansas
$360K +$28.3K +453 +9%
IFA
80
Interactive Financial Advisors
Illinois
$350K +$10.1K +161 +3%
UCFA
81
United Capital Financial Advisors
Texas
$347K -$9.76K -156 -3%
EWG
82
Executive Wealth Group
Washington
$335K +$2.94K +47 +0.9%
TRCT
83
Tower Research Capital (TRC)
New York
$323K -$649K -10,401 -67%
CWM
84
Cedar Wealth Management
California
$321K +$250 +4 +0.1%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$321K +$154K +2,467 +93%
FT
86
Fiduciary Trust
Massachusetts
$304K
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$302K -$48K -777 -14%
MWM
88
Maltin Wealth Management
New Jersey
$294K -$71.1K -1,138 -19%
PAG
89
Private Advisor Group
New Jersey
$281K -$66.9K -1,072 -19%
PAM
90
Peak Asset Management
Colorado
$280K
IWC
91
Integrated Wealth Concepts
Massachusetts
$275K -$9.81K -157 -3%
VCS
92
Vaughan & Co Securities
New Jersey
$232K
GW
93
GW & Wade
Massachusetts
$231K -$19.4K -310 -8%
RCA
94
Ranch Capital Advisors
Florida
$230K -$12.1K -194 -5%
SW
95
SVB Wealth
Massachusetts
$223K +$750 +12 +0.3%
EH
96
Equitable Holdings
New York
$216K -$672K -10,739 -76%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$216K +$12.5K +200 +6%
FHB
98
First Hawaiian Bank
Hawaii
$215K +$9.25K +148 +4%
IFG
99
Investors Financial Group
Minnesota
$212K +$212K +3,385 New
SRC
100
Sage Rhino Capital
California
$210K