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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

152 hedge funds and large institutions have $277M invested in WisdomTree US High Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
51
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$3.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.2M
3
BF
3
BOK Financial
Oklahoma
$1.74M
4
FTUS
4
Flow Traders U.S.
New York
$1.47M
5
CCA
5
Clearwater Capital Advisors
Illinois
$25M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$0
2
LPL Financial
2
LPL Financial
California
$13.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
APP
4
Avantax Planning Partners
Iowa
$4M
5
EAM
5
Evanson Asset Management
California
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$32.4M 421,386 +5,917 +1%
CCA
2
Clearwater Capital Advisors
Illinois
$25M 324,234 +11,857 +4%
CAN
3
Cetera Advisor Networks
California
$18.6M 241,662 +2,585 +1%
Morgan Stanley
4
Morgan Stanley
New York
$18.2M 236,618 +34,405 +17%
Bank of America
5
Bank of America
North Carolina
$17.9M 232,656 -2,705 -1%
LPL Financial
6
LPL Financial
California
$13.6M 176,250 -26,525 -13%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$11.5M 150,000 – –
Wells Fargo
8
Wells Fargo
California
$11M 142,554 -847 -0.6%
RJA
9
Raymond James & Associates
Florida
$9.37M 121,685 +3,829 +3%
UBS Group
10
UBS Group
Switzerland
$9.05M 117,550 -337 -0.3%
EAM
11
Evanson Asset Management
California
$8.6M 110,522 -11,391 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.99M 77,808 +608 +0.8%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.76M 61,786 +2,661 +5%
APP
14
Avantax Planning Partners
Iowa
$4M 51,901 -12,958 -20%
CA
15
Cetera Advisors
Colorado
$3.97M 51,628 +48,473 +1,536%
CG
16
Colony Group
Massachusetts
$3.35M 43,563 -875 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.22M 41,831 +3,010 +8%
PWM
18
PBMares Wealth Management
Virginia
$2.9M 37,727 -1,482 -4%
KAS
19
Kestra Advisory Services
Texas
$2.72M 35,332 +1,672 +5%
Mariner
20
Mariner
Kansas
$2.46M 32,005 -396 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.43M 31,607 +1,074 +4%
LCM
22
LVM Capital Management
Michigan
$2.1M 27,292 -1,925 -7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2M 25,988 -976 -4%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$1.96M 25,485 +4,491 +21%
MA
25
Mutual Advisors
Nebraska
$1.95M 25,348 +736 +3%
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