DHS icon

WisdomTree US High Dividend Fund

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$42K +$42K +606 New
SBL
127
Sargent Bickham Lagudis
Colorado
$40K
RA
128
Reby Advisors
Connecticut
$40K +$40K +580 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.7K
CFA
130
Carroll Financial Associates
North Carolina
$31K
US Bancorp
131
US Bancorp
Minnesota
$30K
GEA
132
Glen Eagle Advisors
New Jersey
$27.7K
SFS
133
Sowell Financial Services
Arkansas
$27K
TCOV
134
Trust Company of Vermont
Vermont
$26K +$26K +375 New
SFSIG
135
San Francisco Sentry Investment Group
California
$24K
NFG
136
Next Financial Group
Texas
$22K +$206 +3 +0.9%
AIC
137
Archer Investment Corporation
Indiana
$20.8K
KPCM
138
Kings Point Capital Management
New York
$20K -$14.5K -205 -42%
RIM
139
Rockbridge Investment Management
New York
$20K
AIA
140
Armor Investment Advisors
North Carolina
$15K
AA
141
AlphaMark Advisors
Kentucky
$14K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$6.94K -102 -35%
CIAS
143
CBIZ Investment Advisory Services
Ohio
$12K -$10K
APA
144
American Portfolios Advisors
New York
$8.46K -$33.2K -478 -80%
WEC
145
Winslow Evans & Crocker
Massachusetts
$7K
S
146
SignatureFD
Georgia
$7K +$7K +101 New
NFSG
147
Newbridge Financial Services Group
Florida
$5K
CH
148
Canton Hathaway
Rhode Island
$3K +$3K +43 New
AssetMark Inc
149
AssetMark Inc
California
$2K
HighTower Advisors
150
HighTower Advisors
Illinois
-$1.6M -25,684 Closed