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WisdomTree US High Dividend Fund

121 hedge funds and large institutions have $472M invested in WisdomTree US High Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 37.91%38.37% (+0.46%)

1% less capital invested

Capital invested by funds: $479M → $472M (-$6.78M)

2% less funds holding

Funds holding: 124121 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
9
Increased
29
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$137K
RIM
102
Ranger International Management
Illinois
$115K
RCG
103
Ruggie Capital Group
Florida
$62K
PA
104
Parallel Advisors
California
$54K
HNB
105
Huntington National Bank
Ohio
$48K
BAM
106
Bruderman Asset Management
New York
$45K +$45.2K +660 New
ACM
107
Armbruster Capital Management
New York
$42K -$5.13K -75 -11%
SBL
108
Sargent Bickham Lagudis
Colorado
$40K
SPIA
109
Steward Partners Investment Advisory
New York
$35K +$137 +2 +0.4%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
CFA
111
Carroll Financial Associates
North Carolina
$30K
NFG
112
Next Financial Group
Texas
$25K
MSFP
113
Mark Sheptoff Financial Planning
Connecticut
$24K -$68 -1 -0.3%
HDIM
114
Hanson & Doremus Investment Management
Vermont
$21K
SF
115
Synovus Financial
Georgia
$21K +$20.5K +300 New
AIA
116
Armor Investment Advisors
North Carolina
$15K
NA
117
NewEdge Advisors
Louisiana
$11.3K +$11.4K +167 New
IAS
118
INR Advisory Services
Pennsylvania
$11K
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$7K
WEC
120
Winslow Evans & Crocker
Massachusetts
$6.83K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$3K
PA
122
Paracle Advisors
Washington
-$876K -12,807 Closed
CA
123
Cetera Advisors
Colorado
-$653K -9,545 Closed
PFS
124
Prospera Financial Services
Texas
-$364K -5,317 Closed
HWM
125
Highwater Wealth Management
Colorado
-$234K -3,417 Closed