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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

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

8.41% less ownership

Funds ownership: 50.62%42.21% (-8.4%)

13% less funds holding

Funds holding: 173151 (-22)

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
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.33%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Linscomb Wealth
Texas
$72.5M -$583K -8,320 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M
CAN
3
Cetera Advisor Networks
California
$15.2M -$111K -1,583 -0.6%
Bank of America
4
Bank of America
North Carolina
$14.8M +$1.61M +22,999 +10%
Morgan Stanley
5
Morgan Stanley
New York
$13.4M -$3.14M -44,834 -16%
UBS Group
6
UBS Group
Switzerland
$8.63M +$261K +3,732 +3%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$8.49M
Wells Fargo
8
Wells Fargo
California
$8.21M +$500K +7,142 +5%
EAM
9
Evanson Asset Management
California
$7.17M -$213K -3,048 -2%
LPL Financial
10
LPL Financial
California
$6.55M +$1.15M +16,375 +16%
APP
11
Avantax Planning Partners
Iowa
$4.87M -$710K -10,137 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.4M +$860K +12,287 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.27M +$5.28M +75,413 New
RJA
14
Raymond James & Associates
Florida
$3.88M +$38.9K +555 +0.8%
CG
15
Colony Group
Massachusetts
$3.53M -$5.22M -74,617 -54%
LCM
16
LVM Capital Management
Michigan
$3.42M -$194K -2,764 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.35M -$170K -2,421 -4%
PWM
18
PBMares Wealth Management
Virginia
$3.35M -$514K -7,335 -11%
AW
19
ACG Wealth
Georgia
$3.22M -$217K -3,104 -5%
BFPW
20
BOK Financial Private Wealth
Colorado
$2.4M -$1.39M -19,910 -32%
Jane Street
21
Jane Street
New York
$2.4M +$1.98M +28,310 +202%
PVH
22
Psagot Value Holdings
Israel
$2.37M
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.35M -$2.71M -38,765 -47%
Mariner
24
Mariner
Kansas
$2.27M -$15.9K -227 -0.6%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.07M +$1.58M +22,520 +160%