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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$4.79M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$1.64M
5
FAAS
5
First Allied Advisory Services
California
$1.56M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$113K +$1.38K +18 +1%
AP
127
Americana Partners
Texas
$108K +$108K +1,415 New
PWP
128
Personal Wealth Partners
Minnesota
$107K +$463 +6 +0.4%
GRP
129
Global Retirement Partners
California
$96K – – –
CAC
130
Certified Advisory Corp
Florida
$94K – – –
FANJ
131
Financial Architects (New Jersey)
New Jersey
$90K -$73.8K -959 -45%
AA
132
Ancora Advisors
Ohio
$85K +$85K +1,104 New
US Bancorp
133
US Bancorp
Minnesota
$81K +$47.9K +622 +145%
JSC
134
Jackson Square Capital
California
$79K +$79K +1,023 New
MWP
135
MYCIO Wealth Partners
Pennsylvania
$77K – – –
AIC
136
Ameritas Investment Company
Nebraska
$76K +$2.14K +28 +3%
SFSIG
137
San Francisco Sentry Investment Group
California
$71K – – –
SIM
138
Sonora Investment Management
Arizona
$65K – – –
EWM
139
EPG Wealth Management
Georgia
$60K +$60K +779 New
WB
140
West Bancorporation
Iowa
$58K +$58K +750 New
AIM
141
Arcadia Investment Management
Michigan
$56K – – –
KPCM
142
Kings Point Capital Management
New York
$54K – – –
GWM
143
Geneos Wealth Management
Colorado
$51K +$51K +675 New
AWA
144
Arkadios Wealth Advisors
Georgia
$47.2K +$47.2K +610 New
RE
145
RBC Europe
United Kingdom
$46.9K – – –
TPWA
146
TRUE Private Wealth Advisors
Oregon
$46K +$46K +609 New
APA
147
American Portfolios Advisors
New York
$45.1K -$6.68K -87 -13%
SBL
148
Sargent Bickham Lagudis
Colorado
$45K – – –
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.4K – – –
NFG
150
Next Financial Group
Texas
$37K – – –
4 5
6
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