DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

138 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
26
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$17.5M
2
SGAM
Steinberg Global Asset Management
Florida
+$6.22M
3
TSS
Two Sigma Securities
New York
+$1.17M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$703K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$19.8M
2
RJA
Raymond James & Associates
Florida
-$9.02M
3
Morgan Stanley
Morgan Stanley
New York
-$2.5M
4
Bank of America
Bank of America
North Carolina
-$2.33M
5
AW
ACG Wealth
Georgia
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$20K – – –
HDIM
127
Hanson & Doremus Investment Management
Vermont
$20K – – –
MSFP
128
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$11.8K +175 +165%
AIA
130
Armor Investment Advisors
North Carolina
$15K – – –
GEA
131
Glen Eagle Advisors
New Jersey
$13.6K – – –
IAS
132
INR Advisory Services
Pennsylvania
$11K – – –
APA
133
American Portfolios Advisors
New York
$8.31K – – –
MPPLM
134
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K – – –
WEC
135
Winslow Evans & Crocker
Massachusetts
$6.81K – – –
SIS
136
Sound Income Strategies
Florida
$2K – – –
TC
137
Trilogy Capital
California
$2K +$2K +23 New
IA
138
IFG Advisory
Georgia
– -$1.37M -35,896 Closed
AW
139
ACG Wealth
Georgia
– -$1.95M -26,832 Closed
IFWM
140
Institute for Wealth Management
Colorado
– -$899K -12,317 Closed
SI
141
SII Investments
Wisconsin
– -$518K -7,098 Closed
HCM
142
Hudson Capital Management
New Jersey
– -$498K -6,843 Closed
MIH
143
Meitav Investment House
Israel
– -$357K -4,900 Closed
SCM
144
SOL Capital Management
Maryland
– -$310K -4,250 Closed
Northern Trust
145
Northern Trust
Illinois
– -$305K -4,191 Closed
FLI
146
Family Legacy Inc
South Carolina
– -$305K -4,191 Closed
SPC
147
Sigma Planning Corp
Michigan
– -$284K -3,895 Closed
KPAG
148
KLS Professional Advisors Group
New York
– -$237K -3,260 Closed
CA
149
Calton & Associates
Florida
– -$212K -2,855 Closed
DWM
150
Dynasty Wealth Management
Florida
– -$204K -2,794 Closed
3 4 5
6
7