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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $309M invested in WisdomTree US High Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
42
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
$5.98M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.7M
3
TRCT
Tower Research Capital (TRC)
New York
$970K
4
Principal Financial Group
Principal Financial Group
Iowa
$3.11M
5
EAM
Evanson Asset Management
California
$8.5M

Top Sellers

1
LW
Linscomb Wealth
Texas
$74M
2
AW
ACG Wealth
Georgia
$1.08M
3
Jane Street
Jane Street
New York
$221K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.67M
5
BFPW
BOK Financial Private Wealth
Colorado
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$74M -$5.87M -94,305 -7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M – – –
CAN
3
Cetera Advisor Networks
California
$16.8M +$17.1K +274 +0.1%
Bank of America
4
Bank of America
North Carolina
$15.1M -$1.15M -18,397 -7%
Morgan Stanley
5
Morgan Stanley
New York
$14.2M -$502K -8,051 -3%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$9.34M – – –
UBS Group
7
UBS Group
Switzerland
$9.07M -$435K -6,983 -5%
EAM
8
Evanson Asset Management
California
$8.5M +$603K +9,687 +8%
Wells Fargo
9
Wells Fargo
California
$7.56M -$1.47M -23,641 -16%
LPL Financial
10
LPL Financial
California
$6.75M -$450K -7,232 -6%
CG
11
Colony Group
Massachusetts
$5.98M +$2.1M +33,661 +54%
APP
12
Avantax Planning Partners
Iowa
$5.41M +$41.5K +666 +0.8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.7M +$1.01M +16,186 +27%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.3M -$394K -6,321 -8%
RJA
15
Raymond James & Associates
Florida
$3.99M -$281K -4,516 -7%
LCM
16
LVM Capital Management
Michigan
$3.45M -$314K -5,046 -8%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.11M +$824K +13,228 +36%
PWM
18
PBMares Wealth Management
Virginia
$3.1M -$585K -9,387 -16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.67M -$2.17M -34,774 -45%
PVH
20
Psagot Value Holdings
Israel
$2.61M – – –
Mariner
21
Mariner
Kansas
$2.28M -$217K -3,479 -9%
BF
22
BOK Financial
Oklahoma
$1.96M +$164K +2,628 +9%
CB
23
Community Bank
New York
$1.9M +$36.8K +590 +2%
CCA
24
Clearwater Capital Advisors
Illinois
$1.69M -$286K -4,588 -14%
HIS
25
Harvest Investment Services
Illinois
$1.67M +$601K +9,647 +56%
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