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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

152 hedge funds and large institutions have $277M invested in WisdomTree US High Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
51
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$3.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.2M
3
FTUS
3
Flow Traders U.S.
New York
$1.47M
4
CCA
4
Clearwater Capital Advisors
Illinois
$25M
5
CBN
5
Cadence Bank NA
Texas
$1.59M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
LPL Financial
2
LPL Financial
California
$13.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
APP
4
Avantax Planning Partners
Iowa
$4M
5
EAM
5
Evanson Asset Management
California
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$415K -$48.7K -633 -11%
MWM
77
Maltin Wealth Management
New Jersey
$415K +$39.9K +518 +11%
CAWM
78
Capital Advisors Wealth Management
Washington
$410K -$231 -3 -0.1%
GWSG
79
GPS Wealth Strategies Group
Colorado
$387K – – –
UCFA
80
United Capital Financial Advisors
Texas
$376K -$12.2K -158 -3%
FT
81
Fiduciary Trust
Massachusetts
$374K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$364K -$12.5K -162 -3%
PAM
83
Peak Asset Management
Colorado
$345K – – –
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$336K -$42.8K -555 -11%
EA
85
Efficient Advisors
Ohio
$333K -$17.3K -224 -5%
FHB
86
First Hawaiian Bank
Hawaii
$327K +$13.9K +181 +4%
TW
87
Transform Wealth
Colorado
$312K – – –
FWCM
88
Ferguson Wellman Capital Management
Oregon
$305K – – –
BFPW
89
BOK Financial Private Wealth
Colorado
$295K -$27.5K -357 -9%
COCM
90
Charter Oak Capital Management
New Hampshire
$285K -$846 -11 -0.3%
VCS
91
Vaughan & Co Securities
New Jersey
$281K -$3.93K -51 -1%
IFG
92
Investors Financial Group
Minnesota
$263K +$2.84K +37 +1%
SCM
93
Schnieders Capital Management
California
$257K – – –
IWC
94
Integrated Wealth Concepts
Massachusetts
$249K +$16.5K +215 +7%
GRP
95
Global Retirement Partners
California
$247K -$7.71K -100 -3%
RCA
96
Ranch Capital Advisors
Florida
$247K -$2.16K -28 -0.9%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$245K +$38.5K +500 +19%
Stifel Financial
98
Stifel Financial
Missouri
$238K -$100K -1,299 -30%
WCF
99
West Coast Financial
California
$231K – – –
PAG
100
Private Advisor Group
New Jersey
$218K +$462 +6 +0.2%
2 3
4
5 6