DHS icon

WisdomTree US High Dividend Fund

144 hedge funds and large institutions have $303M invested in WisdomTree US High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
37
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$159K -$49.9K -800 -24%
WCG
102
Weaver Consulting Group
California
$149K -$53.7K -862 -27%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$125K +$814 +13 +0.7%
GRP
104
Global Retirement Partners
California
$119K
AWM
105
Avior Wealth Management
Nebraska
$114K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$112K
CFO
107
CVA Family Office
Colorado
$107K +$936 +15 +0.9%
SFPG
108
Stonebridge Financial Planning Group
Florida
$100K -$33.5K -520 -25%
CFGS
109
Concourse Financial Group Securities
Alabama
$75K +$48.8K +780 +186%
GSWM
110
Golden State Wealth Management
California
$68K -$298K -4,793 -81%
1IA
111
1834 Investment Advisors
Wisconsin
$68K -$69.2K -1,113 -50%
AA
112
Ancora Advisors
Ohio
$62K +$125 +2 +0.2%
VFA
113
Valeo Financial Advisors
Indiana
$60K -$22K -350 -27%
SIM
114
Sonora Investment Management
Arizona
$53K
FCB
115
First Command Bank
Texas
$48K -$201K -3,199 -81%
FCFS
116
First Command Financial Services
Texas
$48K -$201K -3,199 -81%
WB
117
West Bancorporation
Iowa
$47K
AIM
118
Arcadia Investment Management
Michigan
$46K
FHA
119
Flagship Harbor Advisors
Massachusetts
$46K +$27.9K +450 +154%
GWM
120
Geneos Wealth Management
Colorado
$41K
APA
121
American Portfolios Advisors
New York
$37.5K +$312 +5 +0.8%
SBL
122
Sargent Bickham Lagudis
Colorado
$36K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.2K
KPCM
124
Kings Point Capital Management
New York
$30K +$30K +487 New
CFA
125
Carroll Financial Associates
North Carolina
$28K