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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
42
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$2.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
3
TRCT
Tower Research Capital (TRC)
New York
+$970K
4
Principal Financial Group
Principal Financial Group
Iowa
+$824K
5
EAM
Evanson Asset Management
California
+$603K

Top Sellers

1
LW
Linscomb Wealth
Texas
-$5.87M
2
AW
ACG Wealth
Georgia
-$2.47M
3
Jane Street
Jane Street
New York
-$2.42M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.17M
5
BFPW
BOK Financial Private Wealth
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
101
Weaver Consulting Group
California
$203K -$4.43K -71 -2%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$203K +$203K +3,251 New
PFO
103
Pathstone Family Office
New Jersey
$187K – – –
OPS
104
Orion Portfolio Solutions
Nebraska
$167K -$11K -176 -6%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$166K +$43.4K +697 +35%
1IA
106
1834 Investment Advisors
Wisconsin
$137K -$56.2K -905 -29%
SFPG
107
Stonebridge Financial Planning Group
Florida
$129K +$125 +2 +0.1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$124K -$12.5K -200 -9%
GRP
109
Global Retirement Partners
California
$118K – – –
AWM
110
Avior Wealth Management
Nebraska
$114K – – –
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$112K – – –
CFO
112
CVA Family Office
Colorado
$106K +$1.12K +18 +1%
VFA
113
Valeo Financial Advisors
Indiana
$81K – – –
CAC
114
Certified Advisory Corp
Florida
$76K – – –
FANJ
115
Financial Architects (New Jersey)
New Jersey
$73K – – –
AA
116
Ancora Advisors
Ohio
$61K -$7.29K -118 -11%
SIM
117
Sonora Investment Management
Arizona
$53K – – –
CWM
118
Campbell Wealth Management
Virginia
$52K +$52K +830 New
WB
119
West Bancorporation
Iowa
$47K – – –
AIM
120
Arcadia Investment Management
Michigan
$45K – – –
GWM
121
Geneos Wealth Management
Colorado
$40K – – –
RE
122
RBC Europe
United Kingdom
$38K – – –
APA
123
American Portfolios Advisors
New York
$37.1K +$312 +5 +0.8%
SBL
124
Sargent Bickham Lagudis
Colorado
$36K – – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.1K – – –
3 4
5
6 7