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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

116 hedge funds and large institutions have $468M invested in WisdomTree US High Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
41
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.3M
2
Jane Street
2
Jane Street
New York
$8M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.24M
4
Bank of America
4
Bank of America
North Carolina
$25.2M
5
LPL Financial
5
LPL Financial
California
$12.6M

Top Sellers

1
CFA
1
Camarda Financial Advisors
Florida
$2.59M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.13M
3
LCM
3
LVM Capital Management
Michigan
$3.16M
4
SI
4
SII Investments
Wisconsin
$2.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
Armbruster Capital Management
New York
$46K – – –
BAM
102
Bruderman Asset Management
New York
$44K – – –
EDRH
103
Edmond de Rothschild Holding
Switzerland
$42K +$42K +630 New
WA
104
WFG Advisors
Texas
$39K -$56.3K -845 -59%
CFA
105
Carroll Financial Associates
North Carolina
$33K – – –
MSFP
106
Mark Sheptoff Financial Planning
Connecticut
$23K +$3.23K +49 +16%
CYG
107
Clean Yield Group
Vermont
$14K – – –
GWM
108
Geneos Wealth Management
Colorado
$13K -$84.5K -1,300 -87%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$12K – – –
BKA
110
Brick & Kyle Associates
Pennsylvania
$12K – – –
IAS
111
INR Advisory Services
Pennsylvania
$11K – – –
WEC
112
Winslow Evans & Crocker
Massachusetts
$6.65K – – –
Mariner
113
Mariner
Kansas
$6K +$6K +96 New
Citigroup
114
Citigroup
New York
$2K – – –
SBL
115
Sargent Bickham Lagudis
Colorado
$39 +$39 +581 New
Goldman Sachs
116
Goldman Sachs
New York
– -$261K -3,915 Closed
CIBC World Market
117
CIBC World Market
Ontario, Canada
– -$214K -3,214 Closed
BOS
118
Bingham Osborn & Scarborough
California
– -$212K -3,185 Closed
MFT
119
Moisand Fitzgerald Tamayo
Florida
– -$201K -3,013 Closed
WCF
120
West Coast Financial
California
– -$200K -3,000 Closed
LGWM
121
Litman Gregory Wealth Management
California
– -$74K -1,103 Closed
First Manhattan
122
First Manhattan
New York
– -$50K -753 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
– -$34K -513 Closed
BlackRock
124
BlackRock
New York
– -$7K -100 Closed
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
– -$3K -45 Closed
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