DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

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
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
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$2.2M
2
Jane Street
2
Jane Street
New York
$2.58M
3
AssetMark Inc
3
AssetMark Inc
California
$35.9M
4
FAAS
4
First Allied Advisory Services
California
$1.39M
5
FCIM
5
Fairview Capital Investment Management
California
$735K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.85M
2
LPL Financial
2
LPL Financial
California
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$38M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.62M
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$45K +660 New
ACM
107
Armbruster Capital Management
New York
$42K -$5.07K -75 -11%
SBL
108
Sargent Bickham Lagudis
Colorado
$40K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$35K +$136 +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 -$69 -1 -0.3%
HDIM
114
Hanson & Doremus Investment Management
Vermont
$21K – – –
SF
115
Synovus Financial
Georgia
$21K +$21K +300 New
AIA
116
Armor Investment Advisors
North Carolina
$15K – – –
NA
117
NewEdge Advisors
Louisiana
$11.3K +$11.3K +167 New
IAS
118
INR Advisory Services
Pennsylvania
$11K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$6.84K – – –
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
2 3 4
5
6