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WisdomTree US High Dividend Fund

121 hedge funds and large institutions have $472M invested in WisdomTree US High Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 37.91%38.37% (+0.46%)

1% less capital invested

Capital invested by funds: $479M → $472M (-$6.78M)

2% less funds holding

Funds holding: 124121 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
9
Increased
29
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Linscomb Wealth
Texas
$103M -$828K -12,100 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$38M -$1.46M -21,284 -4%
AssetMark Inc
3
AssetMark Inc
California
$35.9M +$1.38M +20,175 +4%
Bank of America
4
Bank of America
North Carolina
$26.6M -$1.05M -15,343 -4%
DLIC
5
Daido Life Insurance Company
Japan
$24.6M
Wells Fargo
6
Wells Fargo
California
$19.4M -$517K -7,559 -3%
PVH
7
Psagot Value Holdings
Israel
$19M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.7M +$491K +7,168 +3%
CAN
9
Cetera Advisor Networks
California
$15M +$245K +3,582 +2%
RJA
10
Raymond James & Associates
Florida
$14M +$551K +8,050 +4%
APP
11
Avantax Planning Partners
Iowa
$13M -$974K -14,236 -7%
EAM
12
Evanson Asset Management
California
$12.6M +$371K +5,419 +3%
UBS Group
13
UBS Group
Switzerland
$12.1M +$154K +2,256 +1%
LPL Financial
14
LPL Financial
California
$12.1M -$1.94M -28,409 -14%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$10.3M
HCM
16
Harvest Capital Management
New Hampshire
$6.43M -$58.2K -850 -0.9%
CW
17
Cobiz Wealth
Colorado
$5.9M -$90.2K -1,318 -2%
LCM
18
LVM Capital Management
Michigan
$5.11M -$103K -1,508 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.59M -$284K -4,145 -6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.41M +$172K +2,509 +4%
CCA
21
Clearwater Capital Advisors
Illinois
$4.01M -$33.1K -483 -0.8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.81M +$243K +3,547 +7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.7M -$103K -1,508 -4%
Jane Street
24
Jane Street
New York
$2.58M +$1.93M +28,133 +294%
SFG
25
StrategIQ Financial Group
Indiana
$2.48M +$224K +3,275 +10%