DHS icon

WisdomTree US High Dividend Fund

148 hedge funds and large institutions have $373M invested in WisdomTree US High Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
47
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$97M 1,302,397 -7,743 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940
Morgan Stanley
3
Morgan Stanley
New York
$20.7M 278,183 -15,259 -5%
CAN
4
Cetera Advisor Networks
California
$19.8M 265,875 +2,620 +1%
Bank of America
5
Bank of America
North Carolina
$18.8M 252,379 -104,190 -29%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$11.2M 150,000
UBS Group
7
UBS Group
Switzerland
$11M 147,815 -4,423 -3%
Wells Fargo
8
Wells Fargo
California
$10.3M 138,659 -10,935 -7%
EAM
9
Evanson Asset Management
California
$9.68M 130,027 -5,004 -4%
APP
10
Avantax Planning Partners
Iowa
$9.08M 121,979 -354 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.94M 120,056 +65,082 +118%
LPL Financial
12
LPL Financial
California
$7.17M 96,205 +2,399 +3%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.8M 77,856 -1,579 -2%
AW
14
ACG Wealth
Georgia
$5.4M 72,540 +466 +0.6%
RJA
15
Raymond James & Associates
Florida
$5.1M 68,420 +3,346 +5%
LCM
16
LVM Capital Management
Michigan
$4.72M 63,370 +441 +0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.59M 61,617 +1,396 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.92M 52,659 -1,018 -2%
CCA
19
Clearwater Capital Advisors
Illinois
$3.72M 49,966 -1,488 -3%
PVH
20
Psagot Value Holdings
Israel
$3.12M 41,866 -87,865 -68%
Mariner
21
Mariner
Kansas
$3M 40,257 -1 -0%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.44M 32,753 -738 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.36M 31,667 -210 -0.7%
BF
24
BOK Financial
Oklahoma
$2.14M 28,700
HighTower Advisors
25
HighTower Advisors
Illinois
$2.12M 28,484 -1,253 -4%