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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

142 hedge funds and large institutions have $479M invested in WisdomTree US High Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+20
Holders Change %
+16.39%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
34
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$52.4M
2
Mariner
2
Mariner
Kansas
$3.47M
3
Jane Street
3
Jane Street
New York
$3.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.68M
5
AW
5
ACG Wealth
Georgia
$1.95M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$32.7M
2
LW
2
Linscomb Wealth
Texas
$100M
3
APP
3
Avantax Planning Partners
Iowa
$9.48M
4
PVH
4
Psagot Value Holdings
Israel
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
126
Edmond de Rothschild Holding
Switzerland
$31K +$31K +420 New
MA
127
MUFG Americas
New York
$28K – – –
TWA
128
TCI Wealth Advisors
Arizona
$23K – – –
HDIM
129
Hanson & Doremus Investment Management
Vermont
$22K – – –
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
RFC
131
Regions Financial Corp
Alabama
$22K +$22K +300 New
AIA
132
Armor Investment Advisors
North Carolina
$16K – – –
BWP
133
Baldwin Wealth Partners
Massachusetts
$16K +$16K +215 New
GEA
134
Glen Eagle Advisors
New Jersey
$14.6K – – –
IAS
135
INR Advisory Services
Pennsylvania
$12K – – –
APA
136
American Portfolios Advisors
New York
$8.89K +$8.89K +122 New
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +110 New
WEC
139
Winslow Evans & Crocker
Massachusetts
$7.28K – – –
MPPLM
140
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K +$7K +98 New
SIS
141
Sound Income Strategies
Florida
$2K +$2K +27 New
VF
142
Virtu Financial
New York
– -$1.25M -17,943 Closed
SC
143
Scotia Capital
Ontario, Canada
– -$1.19M -17,000 Closed
VWA
144
V Wealth Advisors
Kansas
– -$837K -12,053 Closed
BIA
145
Biondo Investment Advisors
Pennsylvania
– -$702K -10,045 Closed
FWM
146
Frontier Wealth Management
Missouri
– -$447K -6,392 Closed
NPC
147
National Planning Corporation
California
– -$426K -6,096 Closed
TSS
148
Two Sigma Securities
New York
– -$384K -5,489 Closed
ACM
149
Armbruster Capital Management
New York
– -$43K -621 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
– -$3K -50 Closed
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