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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$4.79M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$1.64M
5
FAAS
5
First Allied Advisory Services
California
$1.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
101
Peak Asset Management
Colorado
$270K – – –
FHC
102
First Heartland Consultants
Missouri
$259K +$1.08K +14 +0.4%
CA
103
Cetera Advisors
Colorado
$253K +$253K +3,299 New
IFG
104
Investors Financial Group
Minnesota
$246K +$246K +3,200 New
IAA
105
Independent Advisor Alliance
North Carolina
$242K +$242K +3,145 New
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$241K +$14.4K +187 +6%
IFWM
107
Institute for Wealth Management
Colorado
$236K – – –
RCA
108
Resonant Capital Advisors
Wisconsin
$233K +$233K +3,033 New
WCF
109
West Coast Financial
California
$230K – – –
APW
110
Aurora Private Wealth
New Jersey
$227K +$227K +2,960 New
FHB
111
First Hawaiian Bank
Hawaii
$223K +$223K +2,901 New
1IA
112
1834 Investment Advisors
Wisconsin
$220K -$1.31K -17 -0.6%
Stifel Financial
113
Stifel Financial
Missouri
$219K -$4.22K -55 -2%
OPS
114
Orion Portfolio Solutions
Nebraska
$215K +$215K +2,803 New
PSUF
115
People's United Financial
Connecticut
$208K +$208K +2,710 New
WCM
116
WealthBridge Capital Management
Ohio
$205K +$205K +2,671 New
AF
117
Advisornet Financial
Minnesota
$203K -$59.5K -775 -23%
PA
118
Procyon Advisors
Connecticut
$185K +$185K +2,405 New
FHA
119
Flagship Harbor Advisors
Massachusetts
$184K – – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$174K -$2.38K -31 -1%
SFPG
121
Stonebridge Financial Planning Group
Florida
$159K +$159K +2,067 New
IA
122
IFP Advisors
Florida
$156K -$1.21K -16 -0.8%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$138K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$132K -$1.07K -14 -0.8%
VFA
125
Valeo Financial Advisors
Indiana
$116K – – –
3 4
5
6 7