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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

166 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
48
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.61M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
CA
3
Cetera Advisors
Colorado
$5.43M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$870K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.83M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
HIS
2
Harvest Investment Services
Illinois
$352K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.08M
4
EAM
4
Evanson Asset Management
California
$8.32M
5
PPA
5
Parametric Portfolio Associates
Washington
$609K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
LVM Capital Management
Michigan
$2.18M -$73.1K -885 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.17M +$27.6K +335 +1%
SWP
28
ShoreHaven Wealth Partners
New Jersey
$2.11M +$8.25K +100 +0.4%
MA
29
Mutual Advisors
Nebraska
$2.11M +$13.8K +167 +0.7%
BF
30
BOK Financial
Oklahoma
$1.82M -$43K -521 -2%
CB
31
Commerce Bank
Missouri
$1.77M – – –
CBN
32
Cadence Bank NA
Texas
$1.71M +$4.54K +55 +0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.66M -$4.54K -55 -0.3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.65M +$6.36K +77 +0.4%
DAS
35
Dynamic Advisor Solutions
Arizona
$1.6M +$25.3K +306 +2%
AWM
36
AE Wealth Management
Kansas
$1.56M +$13.5K +163 +0.9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.55M -$19.7K -239 -1%
BWM
38
BerganKDV Wealth Management
Minnesota
$1.53M – – –
CB
39
Community Bank
New York
$1.5M +$157K +1,898 +12%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$1.25M +$1.25M +15,104 New
Ameriprise
41
Ameriprise
Minnesota
$1.22M -$61.7K -747 -5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.21M +$449K +5,438 +59%
ERWM
43
Elk River Wealth Management
Colorado
$1.1M -$76.4K -925 -6%
MIAN
44
Mariner Independent Advisor Network
Kansas
$1.08M -$831K -10,013 -43%
William Blair & Company
45
William Blair & Company
Illinois
$1.04M – – –
MPW
46
Melone Private Wealth
Michigan
$1.03M +$1.03M +12,458 New
SFG
47
StrategIQ Financial Group
Indiana
$1.02M -$44.5K -539 -4%
BRWA
48
B. Riley Wealth Advisors
Florida
$904K -$18.9K -229 -2%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$874K -$1.57K -19 -0.2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$870K +$870K +10,547 New
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