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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 %
CFA
151
Carroll Financial Associates
North Carolina
$34K – – –
CFGS
152
Concourse Financial Group Securities
Alabama
$32K +$32K +420 New
GEA
153
Glen Eagle Advisors
New Jersey
$30.7K +$15.4K +200 +100%
SFS
154
Sowell Financial Services
Arkansas
$29K – – –
MA
155
MUFG Americas
New York
$29K – – –
TWA
156
TCI Wealth Advisors
Arizona
$24K – – –
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
AIC
158
Archer Investment Corporation
Indiana
$23K – – –
BW
159
Bison Wealth
Georgia
$23K +$23K +304 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$228 +3 +1%
FFW
161
Fusion Family Wealth
New York
$20K – – –
AIA
162
Armor Investment Advisors
North Carolina
$17K – – –
BAMG
163
Brand Asset Management Group
Missouri
$15K – – –
AA
164
AlphaMark Advisors
Kentucky
$15K – – –
TCWM
165
Total Clarity Wealth Management
Illinois
$15K +$15K +195 New
BFEC
166
Benjamin F. Edwards & Company
Missouri
$14K -$2.72K -35 -16%
CIAS
167
CBIZ Investment Advisory Services
Ohio
$13K – – –
LWA
168
Lowe Wealth Advisors
Maryland
$8K – – –
WEC
169
Winslow Evans & Crocker
Massachusetts
$8K – – –
DY
170
Dowling & Yahnke
California
$8K +$8K +99 New
AssetMark Inc
171
AssetMark Inc
California
$2K -$1.04K -13 -34%
SFG
172
Sowa Financial Group
Rhode Island
$2K +$2K +24 New
SF
173
Synovus Financial
Georgia
$1K +$77 +1 +8%
SHWM
174
Silicon Hills Wealth Management
Texas
$54 +$54 +1 New
CA
175
Calton & Associates
Florida
– -$235K -3,151 Closed
4 5 6
7
8