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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
47
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$7M
2
RJA
2
Raymond James & Associates
Florida
$8.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.97M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
LPL Financial
5
LPL Financial
California
$15.4M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$33.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$50K
5
BF
5
BOK Financial
Oklahoma
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$433K +$993 +13 +0.2%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$432K -$23K -302 -5%
JAG
78
Journey Advisory Group
Kentucky
$429K – – –
CAWM
79
Capital Advisors Wealth Management
Washington
$425K +$425K +5,568 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$424K +$229 +3 +0.1%
EWG
81
Executive Wealth Group
Washington
$419K +$3.36K +44 +0.8%
UCFA
82
United Capital Financial Advisors
Texas
$419K – – –
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$411K -$381 -5 -0.1%
MWM
84
Maltin Wealth Management
New Jersey
$405K +$40.3K +528 +11%
CWM
85
Cedar Wealth Management
California
$396K +$1.3K +17 +0.3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$375K +$375K +4,916 New
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$373K – – –
FT
88
Fiduciary Trust
Massachusetts
$371K – – –
EA
89
Efficient Advisors
Ohio
$367K -$234K -3,065 -39%
PAM
90
Peak Asset Management
Colorado
$342K – – –
BFPW
91
BOK Financial Private Wealth
Colorado
$329K -$42.4K -555 -11%
GWM
92
Geneos Wealth Management
Colorado
$324K -$13.6K -174 -4%
TW
93
Transform Wealth
Colorado
$309K – – –
FWCM
94
Ferguson Wellman Capital Management
Oregon
$303K +$303K +3,965 New
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$286K -$62.2K -810 -18%
COCM
96
Charter Oak Capital Management
New Hampshire
$284K -$4.66K -61 -2%
VCS
97
Vaughan & Co Securities
New Jersey
$283K – – –
FHB
98
First Hawaiian Bank
Hawaii
$278K – – –
RCA
99
Ranch Capital Advisors
Florida
$261K -$16.4K -215 -6%
Stifel Financial
100
Stifel Financial
Missouri
$261K +$261K +3,418 New
2 3
4
5 6