DHS icon

WisdomTree US High Dividend Fund

151 hedge funds and large institutions have $301M invested in WisdomTree US High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
49
Reduced
51
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
126
American Portfolios Advisors
New York
$33.4K +$113 +2 +0.3%
SBL
127
Sargent Bickham Lagudis
Colorado
$33K
FHA
128
Flagship Harbor Advisors
Massachusetts
$31K -$106K -1,848 -77%
NFG
129
Next Financial Group
Texas
$29K +$2.02K +36 +7%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.3K
JSC
131
Jackson Square Capital
California
$26K -$32.5K -568 -56%
AWA
132
Arkadios Wealth Advisors
Georgia
$25.9K -$8.61K -152 -25%
CFA
133
Carroll Financial Associates
North Carolina
$25K
CFGS
134
Concourse Financial Group Securities
Alabama
$24K
GEA
135
Glen Eagle Advisors
New Jersey
$22.6K
SFS
136
Sowell Financial Services
Arkansas
$22K
SFSIG
137
San Francisco Sentry Investment Group
California
$20K -$33.3K -575 -63%
TWA
138
TCI Wealth Advisors
Arizona
$18K
BW
139
Bison Wealth
Georgia
$17K
AIC
140
Archer Investment Corporation
Indiana
$17K
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$17K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$55 +1 +0.3%
AIA
143
Armor Investment Advisors
North Carolina
$12K
AA
144
AlphaMark Advisors
Kentucky
$11K
BFEC
145
Benjamin F. Edwards & Company
Missouri
$10K
FFW
146
Fusion Family Wealth
New York
$9K -$5.68K -101 -39%
CIAS
147
CBIZ Investment Advisory Services
Ohio
$9K -$13K
WT
148
Washington Trust
Rhode Island
$9K +$9K +155 New
WEC
149
Winslow Evans & Crocker
Massachusetts
$6K
SF
150
Synovus Financial
Georgia
$1K