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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

151 hedge funds and large institutions have $301M invested in WisdomTree US High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 30 closing their positions.

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
49
Reduced
51
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.27M
2
Jane Street
2
Jane Street
New York
$2.4M
3
Bank of America
3
Bank of America
North Carolina
$14.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$2.07M
5
LPL Financial
5
LPL Financial
California
$6.55M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
CG
2
Colony Group
Massachusetts
$3.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.35M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$72.5M 1,281,598 -8,320 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940 – –
CAN
3
Cetera Advisor Networks
California
$15.2M 269,214 -1,583 -0.6%
Bank of America
4
Bank of America
North Carolina
$14.8M 261,212 +22,999 +10%
Morgan Stanley
5
Morgan Stanley
New York
$13.4M 235,935 -44,834 -16%
UBS Group
6
UBS Group
Switzerland
$8.63M 152,522 +3,732 +3%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$8.49M 150,000 – –
Wells Fargo
8
Wells Fargo
California
$8.21M 144,995 +7,142 +5%
EAM
9
Evanson Asset Management
California
$7.17M 126,689 -3,048 -2%
LPL Financial
10
LPL Financial
California
$6.55M 115,667 +16,375 +16%
APP
11
Avantax Planning Partners
Iowa
$4.87M 86,110 -10,137 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.4M 77,679 +12,287 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.27M 75,413 +75,413 New
RJA
14
Raymond James & Associates
Florida
$3.88M 68,622 +555 +0.8%
CG
15
Colony Group
Massachusetts
$3.53M 62,305 -74,617 -54%
LCM
16
LVM Capital Management
Michigan
$3.42M 60,349 -2,764 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.36M 59,279 -2,421 -4%
PWM
18
PBMares Wealth Management
Virginia
$3.35M 59,148 -7,335 -11%
AW
19
ACG Wealth
Georgia
$3.22M 56,895 -3,104 -5%
BFPW
20
BOK Financial Private Wealth
Colorado
$2.4M 42,408 -19,910 -32%
Jane Street
21
Jane Street
New York
$2.4M 42,306 +28,310 +202%
PVH
22
Psagot Value Holdings
Israel
$2.37M 41,866 – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.35M 43,587 -38,765 -47%
Mariner
24
Mariner
Kansas
$2.27M 40,030 -227 -0.6%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.07M 36,624 +22,520 +160%
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