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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

75 hedge funds and large institutions have $278M invested in WisdomTree US High Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
39
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$61.5M
2
SFT
2
Simmons First Trust
Arkansas
$4.41M
3
AssetMark Inc
3
AssetMark Inc
California
$17.6M
4
Jane Street
4
Jane Street
New York
$2.79M
5
ONB
5
Old National Bancorp
Indiana
$1.88M

Top Sellers

1
HCM
1
Harvest Capital Management
New Hampshire
$10.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.58M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.97M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$61.5M 1,034,928 +120,312 +13%
Morgan Stanley
2
Morgan Stanley
New York
$31.9M 537,407 -3,231 -0.6%
Wells Fargo
3
Wells Fargo
California
$22.4M 377,094 +22,343 +6%
AssetMark Inc
4
AssetMark Inc
California
$17.6M 296,511 +49,643 +20%
U
5
UBS
Switzerland
$12.4M 208,448 +12,875 +7%
Bank of America
6
Bank of America
North Carolina
$10.6M 177,618 -6,384 -3%
HCM
7
Harvest Capital Management
New Hampshire
$10.4M 175,505 -52,045 -23%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.3M 173,283 +18,097 +12%
CAN
9
Cetera Advisor Networks
California
$9.49M 159,762 +7,140 +5%
EAM
10
Evanson Asset Management
California
$9.12M 153,445 +5,461 +4%
CW
11
Cobiz Wealth
Colorado
$8.31M 139,818 -10,431 -7%
LPL Financial
12
LPL Financial
California
$7.66M 129,032 +1,078 +0.8%
BTS
13
BB&T Securities
Virginia
$6.55M 11,029 -84 -0.8%
SFT
14
Simmons First Trust
Arkansas
$4.41M 74,271 +69,565 +1,478%
KFP
15
Keystone Financial Planning
Ohio
$4.2M 70,776 -704 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.97M 66,865 -26,110 -28%
TF
17
Trutina Financial
Washington
$3.18M 53,569 +1,088 +2%
LCM
18
LVM Capital Management
Michigan
$3.16M 53,110 +80 +0.2%
CFA
19
Camarda Financial Advisors
Florida
$3.11M 52,386 +3,637 +7%
Jane Street
20
Jane Street
New York
$2.79M 46,914 +46,914 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.58M 43,363 -31,946 -42%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.22M 37,300 +959 +3%
ONB
23
Old National Bancorp
Indiana
$1.88M 31,622 +31,622 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.8M 30,356 +5,093 +20%
SI
25
SII Investments
Wisconsin
$1.75M 29,347 +7,965 +37%
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