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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

166 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
48
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.61M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
CA
3
Cetera Advisors
Colorado
$5.43M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$870K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.83M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
HIS
2
Harvest Investment Services
Illinois
$352K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.08M
4
EAM
4
Evanson Asset Management
California
$8.32M
5
PPA
5
Parametric Portfolio Associates
Washington
$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$473K +$3.8K +46 +0.8%
EWG
77
Executive Wealth Group
Washington
$466K +$4.95K +60 +1%
JAG
78
Journey Advisory Group
Kentucky
$464K – – –
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$459K +$248 +3 +0.1%
IFA
80
Interactive Financial Advisors
Illinois
$454K +$1.4K +17 +0.3%
MWM
81
Maltin Wealth Management
New Jersey
$449K +$4.29K +52 +1%
GWSG
82
GPS Wealth Strategies Group
Colorado
$415K – – –
UCFA
83
United Capital Financial Advisors
Texas
$403K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$402K -$153K -1,850 -28%
FT
85
Fiduciary Trust
Massachusetts
$401K – – –
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$390K +$83 +1 +0%
PAM
87
Peak Asset Management
Colorado
$370K – – –
FHB
88
First Hawaiian Bank
Hawaii
$365K +$15.2K +184 +4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$355K -$5.12K -62 -1%
HIS
90
Harvest Investment Services
Illinois
$352K -$1.37M -16,603 -80%
IWC
91
Integrated Wealth Concepts
Massachusetts
$346K +$78.8K +955 +30%
EWA
92
Exencial Wealth Advisors
Oklahoma
$344K +$344K +4,167 New
EA
93
Efficient Advisors
Ohio
$339K -$18.1K -219 -5%
AWA
94
Arkadios Wealth Advisors
Georgia
$337K -$108K -1,311 -24%
TW
95
Transform Wealth
Colorado
$334K – – –
CDIA
96
Capital Directions Investment Advisors
Georgia
$330K +$330K +4,000 New
FWCM
97
Ferguson Wellman Capital Management
Oregon
$327K – – –
COCM
98
Charter Oak Capital Management
New Hampshire
$306K +$83 +1 +0%
VCS
99
Vaughan & Co Securities
New Jersey
$301K – – –
AC
100
Avant Capital
Louisiana
$293K +$293K +3,544 New
2 3
4
5 6