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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

148 hedge funds and large institutions have $329M invested in WisdomTree US High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
65
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
Wells Fargo
3
Wells Fargo
California
$9.98M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$974K
5
Jane Street
5
Jane Street
New York
$1.84M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$4.12M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
PVH
3
Psagot Value Holdings
Israel
$876K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
APP
5
Avantax Planning Partners
Iowa
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$81.9M 1,181,258 -7,410 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940 – –
CAN
3
Cetera Advisor Networks
California
$18.6M 268,828 -788 -0.3%
Bank of America
4
Bank of America
North Carolina
$16.6M 239,369 -4,513 -2%
Morgan Stanley
5
Morgan Stanley
New York
$15.3M 220,729 +9,387 +4%
LPL Financial
6
LPL Financial
California
$12.3M 176,686 +63,330 +56%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$10.4M 150,000 – –
Wells Fargo
8
Wells Fargo
California
$9.98M 143,926 +28,469 +25%
EAM
9
Evanson Asset Management
California
$8.88M 128,013 -46 -0%
UBS Group
10
UBS Group
Switzerland
$8.58M 123,767 -7,584 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.48M 79,044 -1,015 -1%
APP
12
Avantax Planning Partners
Iowa
$4.71M 67,865 -14,477 -18%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.62M 66,575 -5,038 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$4.21M 60,656 +36,426 +150%
CG
15
Colony Group
Massachusetts
$4.12M 59,351 -65,979 -53%
RJA
16
Raymond James & Associates
Florida
$3.98M 57,367 -2,938 -5%
PWM
17
PBMares Wealth Management
Virginia
$2.88M 41,568 -712 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.6M 37,543 -995 -3%
Mariner
19
Mariner
Kansas
$2.54M 36,634 +962 +3%
BF
20
BOK Financial
Oklahoma
$2.28M 32,909 +816 +3%
LCM
21
LVM Capital Management
Michigan
$2.25M 32,472 -1,625 -5%
Jane Street
22
Jane Street
New York
$1.84M 26,514 +11,870 +81%
KAS
23
Kestra Advisory Services
Texas
$1.84M 26,669 +2,482 +10%
CCA
24
Clearwater Capital Advisors
Illinois
$1.75M 25,207 -1,823 -7%
MA
25
Mutual Advisors
Nebraska
$1.7M 24,464 +125 +0.5%
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