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WisdomTree US High Dividend Fund

116 hedge funds and large institutions have $468M invested in WisdomTree US High Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $439M → $468M (+$28.6M)

5% more funds holding

Funds holding: 111116 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.83% less ownership

Funds ownership: 36.87%36.04% (-0.83%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
41
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Linscomb Wealth
Texas
$102M +$1.75M +26,169 +2%
Morgan Stanley
2
Morgan Stanley
New York
$44.9M +$1.29M +19,245 +3%
AssetMark Inc
3
AssetMark Inc
California
$29.7M +$1.83M +27,364 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.3M +$492K +7,338 +2%
Bank of America
5
Bank of America
North Carolina
$25.2M +$3.18M +47,409 +14%
EB
6
Eastern Bank
Massachusetts
$23.5M +$459K +6,851 +2%
Wells Fargo
7
Wells Fargo
California
$20.7M +$764K +11,396 +4%
PVH
8
Psagot Value Holdings
Israel
$18.5M
CAN
9
Cetera Advisor Networks
California
$16.7M +$1.8M +26,905 +12%
LPL Financial
10
LPL Financial
California
$12.6M +$1.94M +28,886 +18%
Citadel Advisors
11
Citadel Advisors
Florida
$12.3M +$12.4M +185,644 New
EAM
12
Evanson Asset Management
California
$12.1M +$70.1K +1,045 +0.6%
RJA
13
Raymond James & Associates
Florida
$10.9M -$96K -1,432 -0.9%
UBS Group
14
UBS Group
Switzerland
$10.8M +$1.32M +19,626 +14%
Jane Street
15
Jane Street
New York
$8M +$4.57M +68,218 +131%
HCM
16
Harvest Capital Management
New Hampshire
$6.24M -$165K -2,460 -2%
CW
17
Cobiz Wealth
Colorado
$6.14M +$185K +2,760 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4.41M +$654K +9,747 +17%
CCA
19
Clearwater Capital Advisors
Illinois
$4.34M -$705K -10,520 -14%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.24M +$3.27M +48,741 New
LCM
21
LVM Capital Management
Michigan
$3.15M -$1.68M -25,112 -32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.89M -$870K -12,967 -23%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.81M +$183K +2,724 +7%
CFA
24
Camarda Financial Advisors
Florida
$2.59M -$1.85M -27,562 -41%
MFS
25
MSI Financial Services
Massachusetts
$2.39M -$109K -1,623 -4%