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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

166 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
48
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.61M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
CA
3
Cetera Advisors
Colorado
$5.43M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$870K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.83M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
HIS
2
Harvest Investment Services
Illinois
$352K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.08M
4
EAM
4
Evanson Asset Management
California
$8.32M
5
PPA
5
Parametric Portfolio Associates
Washington
$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$154K +$5.13K +62 +3%
AWM
127
Avior Wealth Management
Nebraska
$151K – – –
CFO
128
CVA Family Office
Colorado
$149K +$7.66K +93 +5%
SFPG
129
Stonebridge Financial Planning Group
Florida
$110K – – –
First Manhattan
130
First Manhattan
New York
$106K – – –
QCG
131
Quadrant Capital Group
Ohio
$106K +$106K +1,290 New
SPIA
132
Steward Partners Investment Advisory
New York
$104K -$3.05K -37 -3%
BAM
133
Belpointe Asset Management
Nevada
$104K +$104K +1,259 New
CFGS
134
Concourse Financial Group Securities
Alabama
$99K – – –
WPWM
135
Western Pacific Wealth Management
Illinois
$95K +$95K +1,160 New
AA
136
Ancora Advisors
Ohio
$78K +$4.35K +53 +6%
APA
137
American Portfolios Advisors
New York
$76.4K +$495 +6 +0.7%
FCFS
138
First Command Financial Services
Texas
$64K – – –
WB
139
West Bancorporation
Iowa
$62K +$62K +750 New
FCB
140
First Command Bank
Texas
$60K – – –
NFSG
141
Newbridge Financial Services Group
Florida
$60K +$53.9K +650 +890%
EWM
142
EPG Wealth Management
Georgia
$57K -$5.32K -65 -9%
MIM
143
MTM Investment Management
South Carolina
$56K – – –
GAM
144
Gemmer Asset Management
California
$55K – – –
GWM
145
Geneos Wealth Management
Colorado
$55K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$50K – – –
SBL
147
Sargent Bickham Lagudis
Colorado
$48K – – –
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.3K – – –
CFA
149
Carroll Financial Associates
North Carolina
$36K – – –
EVM
150
Eaton Vance Management
Massachusetts
$36K – – –
4 5
6
7 8