WisdomTree US High Dividend Fund
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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
33% less capital invested
Capital invested by funds: $449M → $301M (-$148M)
63% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 30
Holders
151
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
1 | +$1.6M | |
2 | +$1.3M | |
3 | +$1.27M | |
4 |
LPL Financial
San Diego,
California
|
+$927K |
5 |
Citadel Advisors
Miami,
Florida
|
+$926K |
Top Sellers
1 | -$42M | |
2 | -$4.22M | |
3 | -$2.54M | |
4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.09M |
5 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$1.13M |