WisdomTree US High Dividend Fund
90 hedge funds and large institutions have $294M invested in WisdomTree US High Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
10% less capital invested
Capital invested by funds: $327M → $294M (-$32.8M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Holders
90
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$7.34M | |
| 2 | +$3.4M | |
| 3 | +$2.23M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.94M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.65M |
Top Sellers
| 1 | -$18.1M | |
| 2 | -$2.43M | |
| 3 | -$2.4M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.02M |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
-$1.71M |