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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

76 hedge funds and large institutions have $247M invested in WisdomTree US High Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
12
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Evanson Asset Management
California
$7.27M
2
KFP
2
Keystone Financial Planning
Ohio
$4.37M
3
CFA
3
Camarda Financial Advisors
Florida
$2.45M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.14M
5
LPL Financial
5
LPL Financial
California
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30M
2
CW
2
Cobiz Wealth
Colorado
$10.7M
3
AIP
3
ARS Investment Partners
New York
$328K
4
Bank of America
4
Bank of America
North Carolina
$9.45M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$48.3M 875,710 +22,698 +3%
Morgan Stanley
2
Morgan Stanley
New York
$30M 543,701 -53,940 -9%
Wells Fargo
3
Wells Fargo
California
$19.8M 358,474 +4,061 +1%
AssetMark Inc
4
AssetMark Inc
California
$15.6M 282,843 +10,233 +4%
HCM
5
Harvest Capital Management
New Hampshire
$14.6M 264,050 -13,445 -5%
U
6
UBS
Switzerland
$11.6M 211,012 +16,641 +9%
CW
7
Cobiz Wealth
Colorado
$10.7M 194,151 -27,789 -13%
Bank of America
8
Bank of America
North Carolina
$9.45M 171,425 -19,407 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.21M 149,003 +20,788 +16%
LPL Financial
10
LPL Financial
California
$7.77M 140,932 +36,287 +35%
CAN
11
Cetera Advisor Networks
California
$7.61M 137,851 +2,685 +2%
EAM
12
Evanson Asset Management
California
$7.27M 131,979 +131,979 New
BTS
13
BB&T Securities
Virginia
$5.07M 9,203 +1 +0%
KFP
14
Keystone Financial Planning
Ohio
$4.37M 79,271 +79,271 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.63M 65,768 -16,290 -20%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.14M 56,966 +37,800 +197%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$2.99M 54,320 +5,253 +11%
TF
18
Trutina Financial
Washington
$2.99M 54,218 -142 -0.3%
SI
19
Stephens Inc
Arkansas
$2.65M 48,113 +249 +0.5%
LCM
20
LVM Capital Management
Michigan
$2.65M 48,100 +1,247 +3%
CFA
21
Camarda Financial Advisors
Florida
$2.45M 44,504 +44,504 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.78M 32,245 +2,088 +7%
TT
23
Tower Trust
Indiana
$1.66M 30,089 – –
CB
24
Commerce Bank
Missouri
$1.44M 26,100 +1,225 +5%
EWA
25
Exencial Wealth Advisors
Oklahoma
$1.41M 25,805 -367 -1%
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