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WisdomTree US High Dividend Fund

147 hedge funds and large institutions have $422M invested in WisdomTree US High Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
38
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$94.7M 1,306,073 +3,969 +0.3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940 +556,940 New
DLIC
3
Daido Life Insurance Company
Japan
$35.6M 491,578 +491,578 New
Bank of America
4
Bank of America
North Carolina
$28.4M 392,564 +144,995 +59%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M 347,678 -16,433 -5%
CAN
6
Cetera Advisor Networks
California
$18.4M 253,815 +33,776 +15%
UBS Group
7
UBS Group
Switzerland
$11.5M 158,368 -29,959 -16%
Wells Fargo
8
Wells Fargo
California
$11M 152,307 -24,233 -14%
FMLI
9
Fukoku Mutual Life Insurance
Japan
$10.9M 150,000
EAM
10
Evanson Asset Management
California
$9.85M 135,917 -2,695 -2%
PVH
11
Psagot Value Holdings
Israel
$9.4M 129,731 -179 -0.1%
APP
12
Avantax Planning Partners
Iowa
$8.65M 119,333 +7,819 +7%
LPL Financial
13
LPL Financial
California
$6.68M 92,196 +5,526 +6%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.79M 79,948 +75,338 +1,634%
CW
15
Cobiz Wealth
Colorado
$5.3M 73,103 -1,189 -2%
HCM
16
Harvest Capital Management
New Hampshire
$5.24M 72,345 -2,600 -3%
RJA
17
Raymond James & Associates
Florida
$4.7M 64,909 +4,315 +7%
LCM
18
LVM Capital Management
Michigan
$4.57M 63,029 -270 -0.4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.38M 60,492 +6,220 +11%
AW
20
ACG Wealth
Georgia
$4.28M 59,060 -381 -0.6%
CCA
21
Clearwater Capital Advisors
Illinois
$4.08M 56,309 -615 -1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.77M 52,011 -444 -0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.65M 50,288 +3,285 +7%
Mariner
24
Mariner
Kansas
$2.92M 40,254 -503 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.45M 33,744 +2,443 +8%