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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
Jane Street
New York
$2.4M
2
Bank of America
Bank of America
North Carolina
$14.8M
3
Principal Financial Group
Principal Financial Group
Iowa
$2.07M
4
LPL Financial
LPL Financial
California
$6.55M
5
Citadel Advisors
Citadel Advisors
Florida
$1.51M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
CG
Colony Group
Massachusetts
$3.53M
3
Morgan Stanley
Morgan Stanley
New York
$13.4M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.35M
5
BFPW
BOK Financial Private Wealth
Colorado
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
151
AssetMark Inc
California
$1K – – –
SFG
152
Sowa Financial Group
Rhode Island
$1K – – –
M&T Bank
153
M&T Bank
New York
– -$42M -1,012,067 Closed
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
– -$791K -10,298 Closed
SRC
155
Sage Rhino Capital
California
– -$639K -8,360 Closed
TRCT
156
Tower Research Capital (TRC)
New York
– -$420K -5,465 Closed
MFG
157
Magnus Financial Group
New York
– -$286K -3,729 Closed
FHC
158
First Heartland Consultants
Missouri
– -$259K -3,369 Closed
CA
159
Cetera Advisors
Colorado
– -$253K -3,299 Closed
IFG
160
Investors Financial Group
Minnesota
– -$246K -3,200 Closed
IAA
161
Independent Advisor Alliance
North Carolina
– -$242K -3,145 Closed
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
– -$241K -3,138 Closed
IFWM
163
Institute for Wealth Management
Colorado
– -$236K -3,073 Closed
RCA
164
Resonant Capital Advisors
Wisconsin
– -$233K -3,033 Closed
WCF
165
West Coast Financial
California
– -$230K -3,000 Closed
APW
166
Aurora Private Wealth
New Jersey
– -$227K -2,960 Closed
FHB
167
First Hawaiian Bank
Hawaii
– -$223K -2,901 Closed
Stifel Financial
168
Stifel Financial
Missouri
– -$219K -2,852 Closed
PSUF
169
People's United Financial
Connecticut
– -$208K -2,710 Closed
WCM
170
WealthBridge Capital Management
Ohio
– -$205K -2,671 Closed
PA
171
Procyon Advisors
Connecticut
– -$185K -2,405 Closed
AP
172
Americana Partners
Texas
– -$108K -1,415 Closed
PWP
173
Personal Wealth Partners
Minnesota
– -$107K -1,388 Closed
MWP
174
MYCIO Wealth Partners
Pennsylvania
– -$77K -1,002 Closed
KPCM
175
Kings Point Capital Management
New York
– -$54K -700 Closed
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