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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$9.98M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$974K
5
Jane Street
5
Jane Street
New York
$1.84M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$4.12M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
PVH
3
Psagot Value Holdings
Israel
$876K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
APP
5
Avantax Planning Partners
Iowa
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
JAG
76
Journey Advisory Group
Kentucky
$390K 5,624 +5,624 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$385K 5,551 -3,152 -36%
UCFA
78
United Capital Financial Advisors
Texas
$381K 5,496 -50 -0.9%
EWG
79
Executive Wealth Group
Washington
$378K 5,450 +94 +2%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$374K 5,402 +5,302 +5,302%
AWA
81
Arkadios Wealth Advisors
Georgia
$367K 5,295 +5,295 New
BHWA
82
Beacon Harbor Wealth Advisors
Virginia
$360K 5,190 +5,190 New
CWM
83
Cedar Wealth Management
California
$359K 5,172 +39 +0.8%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$339K 4,886 – –
BFPW
85
BOK Financial Private Wealth
Colorado
$337K 4,865 -8,506 -64%
FT
86
Fiduciary Trust
Massachusetts
$337K 4,863 – –
MWM
87
Maltin Wealth Management
New Jersey
$332K 4,780 +74 +2%
NEWAS
88
N.E.W. Advisory Services
Wisconsin
$314K 4,532 -2,861 -39%
PAM
89
Peak Asset Management
Colorado
$311K 4,483 – –
PAG
90
Private Advisor Group
New Jersey
$295K 4,255 -247 -5%
IWC
91
Integrated Wealth Concepts
Massachusetts
$285K 4,106 -296 -7%
TW
92
Transform Wealth
Colorado
$281K 4,048 -3,250 -45%
COCM
93
Charter Oak Capital Management
New Hampshire
$262K 3,778 +3,778 New
VCS
94
Vaughan & Co Securities
New Jersey
$257K 3,711 – –
FHB
95
First Hawaiian Bank
Hawaii
$253K 3,644 +203 +6%
RCA
96
Ranch Capital Advisors
Florida
$252K 3,643 -47 -1%
FCA
97
FinTrust Capital Advisors
South Carolina
$247K 3,559 -4,928 -58%
IFG
98
Investors Financial Group
Minnesota
$235K 3,385 – –
CA
99
Cetera Advisors
Colorado
$219K 3,154 +3,154 New
WB
100
Webster Bank
Connecticut
$216K 3,120 -3,282 -51%
2 3
4
5 6