DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

95 hedge funds and large institutions have $327M invested in WisdomTree US High Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
22
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$76.2M
2
FIG
2
Fusion Investment Group
Pennsylvania
$2.88M
3
PAS
3
Partnervest Advisory Services
California
$2.53M
4
MFS
4
MSI Financial Services
Massachusetts
$1.57M
5
EA
5
Efficient Advisors
Ohio
$497K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.9M
3
Wells Fargo
3
Wells Fargo
California
$18.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.43M
5
AssetMark Inc
5
AssetMark Inc
California
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$76.2M 1,280,586 +15,293 +1%
Morgan Stanley
2
Morgan Stanley
New York
$45.9M 771,615 -95,781 -11%
AssetMark Inc
3
AssetMark Inc
California
$20.1M 337,424 -32,714 -9%
Wells Fargo
4
Wells Fargo
California
$18.4M 310,000 -52,292 -14%
Bank of America
5
Bank of America
North Carolina
$18M 303,320 -8,376 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.6M 295,217 +217 +0.1%
EAM
7
Evanson Asset Management
California
$12.5M 210,318 +6,387 +3%
CAN
8
Cetera Advisor Networks
California
$11.9M 196,002 – –
LPL Financial
9
LPL Financial
California
$8.32M 139,635 +782 +0.6%
UBS Group
10
UBS Group
Switzerland
$7.82M 131,561 -167,620 -56%
CW
11
Cobiz Wealth
Colorado
$7.36M 123,768 -10,090 -8%
HCM
12
Harvest Capital Management
New Hampshire
$6.23M 104,775 -23,390 -18%
LCM
13
LVM Capital Management
Michigan
$4.99M 83,887 +1,970 +2%
CFA
14
Camarda Financial Advisors
Florida
$4.7M 79,064 -3,869 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.41M 74,151 -30,988 -29%
Goldman Sachs
16
Goldman Sachs
New York
$4.01M 67,474 -4,136 -6%
KFP
17
Keystone Financial Planning
Ohio
$2.9M 48,675 -409 -0.8%
FIG
18
Fusion Investment Group
Pennsylvania
$2.88M 48,457 +11,470 +31%
Jane Street
19
Jane Street
New York
$2.69M 45,209 -16,484 -27%
SI
20
SII Investments
Wisconsin
$2.65M 44,547 +1,308 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.61M 43,804 -478 -1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.61M 43,560 -3,256 -7%
PAS
23
Partnervest Advisory Services
California
$2.53M 42,591 +11,239 +36%
Citadel Advisors
24
Citadel Advisors
Florida
$2.43M 40,954 -51,135 -56%
TF
25
Trutina Financial
Washington
$2.19M 36,825 -9,423 -20%
1
2 3 4 5