DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

158 hedge funds and large institutions have $311M invested in WisdomTree US High Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
47
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$7M
2
RJA
2
Raymond James & Associates
Florida
$8.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.97M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
LPL Financial
5
LPL Financial
California
$15.4M

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$33.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.76M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$50K
5
BF
5
BOK Financial
Oklahoma
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$43.6M 556,940 – –
LW
2
Linscomb Wealth
Texas
$33.5M 438,487 -742,771 -63%
CAN
3
Cetera Advisor Networks
California
$19.2M 251,190 -17,638 -7%
Bank of America
4
Bank of America
North Carolina
$17.9M 235,098 -4,271 -2%
LPL Financial
5
LPL Financial
California
$15.4M 201,685 +24,999 +14%
Morgan Stanley
6
Morgan Stanley
New York
$15.4M 201,203 -19,526 -9%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$11.4M 150,000 – –
Wells Fargo
8
Wells Fargo
California
$10.7M 140,569 -3,357 -2%
UBS Group
9
UBS Group
Switzerland
$9.86M 129,227 +5,460 +4%
EAM
10
Evanson Asset Management
California
$9.66M 126,624 -1,389 -1%
RJA
11
Raymond James & Associates
Florida
$8.51M 111,491 +54,124 +94%
Principal Financial Group
12
Principal Financial Group
Iowa
$7M 91,769 +67,694 +281%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.97M 78,234 +40,691 +108%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.89M 77,202 -1,842 -2%
APP
15
Avantax Planning Partners
Iowa
$4.99M 65,340 -2,525 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.44M 58,135 -8,440 -13%
CG
17
Colony Group
Massachusetts
$3.51M 45,972 -13,379 -23%
PWM
18
PBMares Wealth Management
Virginia
$3.1M 40,614 -954 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.79M 36,503 +36,503 New
Mariner
20
Mariner
Kansas
$2.49M 32,605 -4,029 -11%
Jane Street
21
Jane Street
New York
$2.41M 31,520 +5,006 +19%
LCM
22
LVM Capital Management
Michigan
$2.34M 30,692 -1,780 -5%
KAS
23
Kestra Advisory Services
Texas
$2.08M 27,253 +584 +2%
Goldman Sachs
24
Goldman Sachs
New York
$1.91M 25,006 +18,260 +271%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.89M 24,707 +430 +2%
1
2 3 4 5