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WisdomTree US High Dividend Fund

147 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
38
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
126
Archford Capital Strategies
Illinois
$29K
MA
127
MUFG Americas
New York
$28K
US Bancorp
128
US Bancorp
Minnesota
$24K +$24K +325 New
HDIM
129
Hanson & Doremus Investment Management
Vermont
$22K
TWA
130
TCI Wealth Advisors
Arizona
$22K
MSFP
131
Mark Sheptoff Financial Planning
Connecticut
$22K
AIC
132
Archer Investment Corporation
Indiana
$22K
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$20K
FFW
134
Fusion Family Wealth
New York
$19K -$53.5K -735 -74%
TC
135
Truvestments Capital
Florida
$19K +$19K +268 New
AIA
136
Armor Investment Advisors
North Carolina
$16K
WCM
137
WealthBridge Capital Management
Ohio
$15K
GEA
138
Glen Eagle Advisors
New Jersey
$14.5K
BAMG
139
Brand Asset Management Group
Missouri
$14K
IAS
140
INR Advisory Services
Pennsylvania
$12K
CFA
141
Camarda Financial Advisors
Florida
$8K
WEC
142
Winslow Evans & Crocker
Massachusetts
$8K
LWA
143
Lowe Wealth Advisors
Maryland
$7K +$7K +99 New
AssetMark Inc
144
AssetMark Inc
California
$3K -$13.8K -175 -82%
SF
145
Synovus Financial
Georgia
$1K +$1K +12 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$744 +$744 +9,414 New
PWP
147
Personal Wealth Partners
Minnesota
-$233K -5,870 Closed
CGL
148
Clarius Group LLC
Washington
-$354K -5,438 Closed
FCIM
149
Fairview Capital Investment Management
California
-$345K -5,308 Closed
SIM
150
Sterling Investment Management
Arizona
-$240K -3,688 Closed