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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

173 hedge funds and large institutions have $449M invested in WisdomTree US High Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$42M
2
CG
2
Colony Group
Massachusetts
$10.5M
3
PWM
3
PBMares Wealth Management
Virginia
$5.11M
4
BFPW
4
BOK Financial Private Wealth
Colorado
$4.79M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1.64M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.02M
2
APP
2
Avantax Planning Partners
Iowa
$7.39M
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$834K
5
AW
5
ACG Wealth
Georgia
$4.61M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$99.1M 1,289,918 -12,479 -1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940 – –
M&T Bank
3
M&T Bank
New York
$42M 1,012,067 +1,009,053 +33,479%
Morgan Stanley
4
Morgan Stanley
New York
$21.6M 280,769 +2,586 +0.9%
CAN
5
Cetera Advisor Networks
California
$20.8M 270,797 +4,922 +2%
Bank of America
6
Bank of America
North Carolina
$18.3M 238,213 -14,166 -6%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$11.5M 150,000 – –
UBS Group
8
UBS Group
Switzerland
$11.4M 148,790 +975 +0.7%
Wells Fargo
9
Wells Fargo
California
$10.6M 137,853 -806 -0.6%
CG
10
Colony Group
Massachusetts
$10.5M 136,922 +120,797 +749%
EAM
11
Evanson Asset Management
California
$9.97M 129,737 -290 -0.2%
LPL Financial
12
LPL Financial
California
$7.63M 99,292 +3,087 +3%
APP
13
Avantax Planning Partners
Iowa
$7.39M 96,247 -25,732 -21%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$6.32M 82,352 +4,496 +6%
RJA
15
Raymond James & Associates
Florida
$5.23M 68,067 -353 -0.5%
PWM
16
PBMares Wealth Management
Virginia
$5.11M 66,483 +66,483 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.02M 65,392 -54,664 -46%
LCM
18
LVM Capital Management
Michigan
$4.85M 63,113 -257 -0.4%
BFPW
19
BOK Financial Private Wealth
Colorado
$4.79M 62,318 +62,318 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.74M 61,700 +83 +0.1%
AW
21
ACG Wealth
Georgia
$4.61M 59,999 -12,541 -17%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.02M 52,372 -287 -0.5%
CCA
23
Clearwater Capital Advisors
Illinois
$3.64M 47,399 -2,567 -5%
PVH
24
Psagot Value Holdings
Israel
$3.22M 41,866 – –
Mariner
25
Mariner
Kansas
$3.09M 40,257 – –
1
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