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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

138 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$17.5M
2
SGAM
Steinberg Global Asset Management
Florida
+$6.22M
3
TSS
Two Sigma Securities
New York
+$1.17M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$703K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$19.8M
2
RJA
Raymond James & Associates
Florida
-$9.02M
3
Morgan Stanley
Morgan Stanley
New York
-$2.5M
4
Bank of America
Bank of America
North Carolina
-$2.33M
5
AW
ACG Wealth
Georgia
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$148K – – –
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$136K – – –
AIM
103
Arcadia Investment Management
Michigan
$131K -$3.39K -50 -3%
WDL
104
Well Done LLC
Michigan
$106K +$106K +1,553 New
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$94K +$751 +11 +0.8%
SP
106
SWS Partners
Ohio
$87K – – –
CAC
107
Certified Advisory Corp
Florida
$87K – – –
MOS
108
MGO One Seven
Ohio
$81K – – –
NWM
109
Northwest Wealth Management
Iowa
$75K +$75K +1,107 New
RCG
110
Ruggie Capital Group
Florida
$61K – – –
PA
111
Parallel Advisors
California
$54K – – –
SFSIG
112
San Francisco Sentry Investment Group
California
$53K – – –
KPCM
113
Kings Point Capital Management
New York
$48K – – –
BAM
114
Bruderman Asset Management
New York
$45K +$45K +660 New
WCM
115
Whitener Capital Management
North Carolina
$41K – – –
SBL
116
Sargent Bickham Lagudis
Colorado
$40K – – –
Deutsche Bank
117
Deutsche Bank
Germany
$39K +$39K +575 New
ACS
118
Archford Capital Strategies
Illinois
$36K +$36K +500 New
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.1K – – –
CFA
120
Carroll Financial Associates
North Carolina
$30K – – –
EDRH
121
Edmond de Rothschild Holding
Switzerland
$29K – – –
MA
122
MUFG Americas
New York
$26K – – –
AWM
123
Avior Wealth Management
Nebraska
$26K +$26K +375 New
CFA
124
Camarda Financial Advisors
Florida
$23K -$179K -2,589 -89%
TWA
125
TCI Wealth Advisors
Arizona
$21K – – –
3 4
5
6 7