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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

104 hedge funds and large institutions have $376M invested in WisdomTree US High Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
24
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
Eastern Bank
Massachusetts
$21.6M
2
LW
Linscomb Wealth
Texas
$97.3M
3
AssetMark Inc
AssetMark Inc
California
$26.9M
4
UBS Group
UBS Group
Switzerland
$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.36M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$234K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$97.3M +$8.04M +127,057 +9%
Morgan Stanley
2
Morgan Stanley
New York
$35M +$3.08M +48,685 +10%
AssetMark Inc
3
AssetMark Inc
California
$26.9M +$5.37M +84,798 +25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$23.3M -$301K -4,764 -1%
EB
5
Eastern Bank
Massachusetts
$21.6M +$21.6M +342,077 New
Wells Fargo
6
Wells Fargo
California
$17.3M +$473K +7,470 +3%
LPL Financial
7
LPL Financial
California
$16.9M +$1.95M +31,041 +13%
Bank of America
8
Bank of America
North Carolina
$14.7M -$4.05M -63,955 -22%
CAN
9
Cetera Advisor Networks
California
$14M +$184K +2,909 +1%
UBS Group
10
UBS Group
Switzerland
$11.7M +$4.86M +76,770 +71%
EAM
11
Evanson Asset Management
California
$10.7M -$514K -8,123 -5%
HCM
12
Harvest Capital Management
New Hampshire
$6.26M -$71.8K -1,135 -1%
CW
13
Cobiz Wealth
Colorado
$5.63M -$824K -13,023 -13%
LCM
14
LVM Capital Management
Michigan
$4.83M -$132K -2,080 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$4.36M +$3.34M +52,714 +327%
CFA
16
Camarda Financial Advisors
Florida
$4.17M -$197K -3,108 -4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.45M +$794K +12,754 +30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.96M -$1.51M -23,811 -34%
Goldman Sachs
19
Goldman Sachs
New York
$2.92M -$1.52M -23,951 -34%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.58M -$163K -2,573 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.57M -$2.88M -45,570 -53%
William Blair & Company
22
William Blair & Company
Illinois
$2.51M +$234K +3,700 +10%
SI
23
SII Investments
Wisconsin
$2.49M +$450K +7,115 +22%
RJA
24
Raymond James & Associates
Florida
$2.29M +$768K +12,134 +51%
MFS
25
MSI Financial Services
Massachusetts
$2.27M +$257K +4,055 +13%
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