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WisdomTree US High Dividend Fund

148 hedge funds and large institutions have $373M invested in WisdomTree US High Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
47
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$32K
SFS
127
Sowell Financial Services
Arkansas
$29K +$29K +383 New
GWAG
128
Garrett Wealth Advisory Group
Texas
$28.8K +$28.8K +386 New
MA
129
MUFG Americas
New York
$28K
TWA
130
TCI Wealth Advisors
Arizona
$23K
MSFP
131
Mark Sheptoff Financial Planning
Connecticut
$22K
AIC
132
Archer Investment Corporation
Indiana
$22K
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$73 +1 +0.4%
TC
134
Truvestments Capital
Florida
$20K
FFW
135
Fusion Family Wealth
New York
$19K
AIA
136
Armor Investment Advisors
North Carolina
$16K
BFEC
137
Benjamin F. Edwards & Company
Missouri
$16K +$2.61K +35 +19%
BAMG
138
Brand Asset Management Group
Missouri
$15K
AA
139
AlphaMark Advisors
Kentucky
$15K +$15K +200 New
NCM
140
Next Capital Management
New York
$15K +$15K +205 New
GEA
141
Glen Eagle Advisors
New Jersey
$14.9K
LWM
142
Liberty Wealth Management
California
$14K +$14K +186 New
LWCFA
143
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +151 New
WEC
144
Winslow Evans & Crocker
Massachusetts
$8K
LWA
145
Lowe Wealth Advisors
Maryland
$7K
AssetMark Inc
146
AssetMark Inc
California
$3K
SF
147
Synovus Financial
Georgia
$1K
SWP
148
Strategic Wealth Partners
Ohio
$46 -$16 -220 -26%
DLIC
149
Daido Life Insurance Company
Japan
-$35.8M -491,578 Closed
TPWA
150
TRUE Private Wealth Advisors
Oregon
-$44K -609 Closed