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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
47
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$7M
2
RJA
2
Raymond James & Associates
Florida
$8.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.97M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
LPL Financial
5
LPL Financial
California
$15.4M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$33.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$50K
5
BF
5
BOK Financial
Oklahoma
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFG
101
Investors Financial Group
Minnesota
$258K – – –
CA
102
Cetera Advisors
Colorado
$241K – – –
WB
103
Webster Bank
Connecticut
$238K – – –
PVH
104
Psagot Value Holdings
Israel
$233K -$731K -9,572 -76%
WCF
105
West Coast Financial
California
$229K – – –
MCC
106
Money Concepts Capital
Florida
$228K +$2.21K +29 +1%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$218K +$70.8K +931 +48%
IWC
108
Integrated Wealth Concepts
Massachusetts
$216K -$97.1K -1,273 -31%
PAG
109
Private Advisor Group
New Jersey
$215K -$109K -1,434 -34%
FCA
110
FinTrust Capital Advisors
South Carolina
$211K -$60.2K -790 -22%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$205K -$20.2K -265 -9%
FFN
112
Focus Financial Network
Minnesota
$200K +$200K +2,625 New
GAM
113
Gemmer Asset Management
California
$200K +$200K +2,620 New
GW
114
GW & Wade
Massachusetts
$200K +$200K +2,623 New
GRP
115
Global Retirement Partners
California
$198K +$53K +694 +37%
AWM
116
Avior Wealth Management
Nebraska
$140K +$76 +1 +0.1%
PWA
117
Phoenix Wealth Advisors
North Carolina
$137K -$54.4K -710 -28%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$137K – – –
1IA
119
1834 Investment Advisors
Wisconsin
$135K +$51.8K +680 +62%
CFO
120
CVA Family Office
Colorado
$134K +$1.07K +14 +0.8%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$131K +$918 +12 +0.7%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$105K +$105K +1,379 New
SFPG
123
Stonebridge Financial Planning Group
Florida
$101K – – –
First Manhattan
124
First Manhattan
New York
$98K – – –
SIM
125
Sonora Investment Management
Arizona
$95K +$30.4K +400 +47%
3 4
5
6 7