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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$9.98M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$974K
5
Jane Street
5
Jane Street
New York
$1.84M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$4.12M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
PVH
3
Psagot Value Holdings
Israel
$876K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
APP
5
Avantax Planning Partners
Iowa
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
101
M&T Bank
New York
$209K 3,014 +3,014 New
WCF
102
West Coast Financial
California
$208K 3,000 +3,000 New
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$205K 2,950 -501 -15%
MCC
104
Money Concepts Capital
Florida
$205K 2,958 +2,958 New
PWA
105
Phoenix Wealth Advisors
North Carolina
$173K 2,498 +2,498 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$134K 1,934 -3,200 -62%
GRP
107
Global Retirement Partners
California
$132K 1,900 – –
AWM
108
Avior Wealth Management
Nebraska
$127K 1,835 – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$125K 1,800 – –
CFO
110
CVA Family Office
Colorado
$121K 1,745 +30 +2%
TRCT
111
Tower Research Capital (TRC)
New York
$118K 1,701 -3,474 -67%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$118K 1,700 -296 -15%
SPIA
113
Steward Partners Investment Advisory
New York
$90K 1,297 -1,250 -49%
SFPG
114
Stonebridge Financial Planning Group
Florida
$90K 1,300 -250 -16%
First Manhattan
115
First Manhattan
New York
$89K 1,295 +1,295 New
CFGS
116
Concourse Financial Group Securities
Alabama
$83K 1,200 – –
1IA
117
1834 Investment Advisors
Wisconsin
$76K 1,093 – –
VFA
118
Valeo Financial Advisors
Indiana
$66K 955 – –
AA
119
Ancora Advisors
Ohio
$62K 893 -96 -10%
SIM
120
Sonora Investment Management
Arizona
$59K 850 – –
MIM
121
MTM Investment Management
South Carolina
$54K 779 +779 New
AIM
122
Arcadia Investment Management
Michigan
$51K 730 – –
GWM
123
Geneos Wealth Management
Colorado
$51K 4,317 +3,642 +540%
FCFS
124
First Command Financial Services
Texas
$46K 661 -103 -13%
FCB
125
First Command Bank
Texas
$46K 661 -103 -13%
3 4
5
6 7