DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

142 hedge funds and large institutions have $479M invested in WisdomTree US High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
142
Holders Change
+20
Holders Change %
+16.39%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
34
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$52.4M
2
Mariner
2
Mariner
Kansas
$3.47M
3
Jane Street
3
Jane Street
New York
$3.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.68M
5
AW
5
ACG Wealth
Georgia
$1.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$32.7M
2
LW
2
Linscomb Wealth
Texas
$100M
3
APP
3
Avantax Planning Partners
Iowa
$9.48M
4
PVH
4
Psagot Value Holdings
Israel
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$223K -$11.6K -159 -5%
WCF
102
West Coast Financial
California
$219K – – –
CFA
103
Camarda Financial Advisors
Florida
$213K -$110K -1,510 -34%
CA
104
Calton & Associates
Florida
$212K +$212K +2,855 New
DWM
105
Dynasty Wealth Management
Florida
$204K +$204K +2,794 New
1IA
106
1834 Investment Advisors
Wisconsin
$182K +$182K +2,497 New
FANJ
107
Financial Architects (New Jersey)
New Jersey
$158K – – –
KJWM
108
Kiley Juergens Wealth Management
Washington
$158K +$158K +2,173 New
SEI Investments
109
SEI Investments
Pennsylvania
$155K -$15.5K -213 -9%
SPIA
110
Steward Partners Investment Advisory
New York
$146K -$4.81K -66 -3%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$146K – – –
AIM
112
Arcadia Investment Management
Michigan
$144K -$73.1K -1,005 -34%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$99K +$798 +11 +0.8%
SP
114
SWS Partners
Ohio
$95K +$95K +1,303 New
CAC
115
Certified Advisory Corp
Florida
$93K +$93K +1,289 New
MOS
116
MGO One Seven
Ohio
$87K +$87K +1,192 New
MGIA
117
Moneta Group Investment Advisors
Missouri
$77K +$77K +1,058 New
RCG
118
Ruggie Capital Group
Florida
$66K – – –
PA
119
Parallel Advisors
California
$57K – – –
SFSIG
120
San Francisco Sentry Investment Group
California
$56K – – –
KPCM
121
Kings Point Capital Management
New York
$51K +$51K +700 New
WCM
122
Whitener Capital Management
North Carolina
$44K +$44K +608 New
SBL
123
Sargent Bickham Lagudis
Colorado
$42K – – –
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K – – –
CFA
125
Carroll Financial Associates
North Carolina
$32K – – –
2 3 4
5
6