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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

126 hedge funds and large institutions have $486M invested in WisdomTree US High Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
22
Increased
40
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$10.1M
2
LPL Financial
2
LPL Financial
California
$16.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.92M
4
LCM
4
LVM Capital Management
Michigan
$5.37M
5
RJA
5
Raymond James & Associates
Florida
$12.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$1.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$313K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.4M
4
Jane Street
4
Jane Street
New York
$2.62M
5
CAN
5
Cetera Advisor Networks
California
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
Marietta Wealth Management
Georgia
$224K +$224K +3,334 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$203K +$191K +2,837 +1,576%
WCF
103
West Coast Financial
California
$202K +$202K +3,000 New
BFA
104
Benedict Financial Advisors
Georgia
$201K +$201K +2,994 New
WAMC
105
Western Asset Management Company
California
$196K -$7.41K -110 -4%
AG
106
Advisor Group
Arizona
$185K +$69.2K +1,024 +60%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$154K +$154K +2,350 New
FANJ
108
Financial Architects (New Jersey)
New Jersey
$142K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$135K +$81K +1,200 +150%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$115K +$115K +1,707 New
RIM
111
Ranger International Management
Illinois
$113K – – –
PA
112
Parallel Advisors
California
$53K +$53K +789 New
ACM
113
Armbruster Capital Management
New York
$47K – – –
BAM
114
Bruderman Asset Management
New York
$44K – – –
EDRH
115
Edmond de Rothschild Holding
Switzerland
$42K – – –
SBL
116
Sargent Bickham Lagudis
Colorado
$39K – – –
CFA
117
Carroll Financial Associates
North Carolina
$34K – – –
ACS
118
Archford Capital Strategies
Illinois
$33K +$33K +500 New
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
AIA
120
Armor Investment Advisors
North Carolina
$14K +$14K +215 New
HNB
121
Huntington National Bank
Ohio
$13K – – –
BKA
122
Brick & Kyle Associates
Pennsylvania
$12K – – –
IAS
123
INR Advisory Services
Pennsylvania
$11K – – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +105 New
WEC
125
Winslow Evans & Crocker
Massachusetts
$6.73K – – –
2 3 4
5
6