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WisdomTree US High Dividend Fund

144 hedge funds and large institutions have $303M invested in WisdomTree US High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
37
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
1
Linscomb Wealth
Texas
$74.3M +$85.9K +1,375 +0.1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M
CAN
3
Cetera Advisor Networks
California
$16.8M +$8K +128 +0%
Bank of America
4
Bank of America
North Carolina
$15.2M +$66.7K +1,067 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$13.2M -$1.03M -16,542 -7%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$9.37M
UBS Group
7
UBS Group
Switzerland
$8.21M -$887K -14,188 -10%
EAM
8
Evanson Asset Management
California
$8M -$520K -8,317 -6%
CG
9
Colony Group
Massachusetts
$7.83M +$1.83M +29,364 +31%
Wells Fargo
10
Wells Fargo
California
$7.22M -$369K -5,897 -5%
LPL Financial
11
LPL Financial
California
$7.08M +$308K +4,921 +5%
APP
12
Avantax Planning Partners
Iowa
$5.15M -$277K -4,434 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5M +$287K +4,594 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.47M +$157K +2,521 +4%
RJA
15
Raymond James & Associates
Florida
$3.77M -$237K -3,801 -6%
PWM
16
PBMares Wealth Management
Virginia
$2.64M -$467K -7,481 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.41M -$273K -4,367 -10%
Mariner
18
Mariner
Kansas
$2.23M -$54.9K -879 -2%
LCM
19
LVM Capital Management
Michigan
$2.13M -$1.33M -21,206 -38%
PVH
20
Psagot Value Holdings
Israel
$2.07M -$548K -8,762 -21%
BF
21
BOK Financial
Oklahoma
$2.01M +$40.3K +645 +2%
CB
22
Community Bank
New York
$1.91M +$4.69K +75 +0.2%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.89M -$1.23M -19,642 -39%
CCA
24
Clearwater Capital Advisors
Illinois
$1.69M -$8.94K -143 -0.5%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.6M -$38K -609 -2%