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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.7M
4
WWM
4
WJ Wealth Management
Arizona
$7.37M
5
Wells Fargo
5
Wells Fargo
California
$17.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.15M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
APP
4
Avantax Planning Partners
Iowa
$3.69M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.23M -$21.6K -245 -0.7%
Mariner
27
Mariner
Kansas
$3.22M +$446K +5,061 +16%
SWP
28
ShoreHaven Wealth Partners
New Jersey
$2.98M +$729K +8,272 +32%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.6M +$285K +3,237 +12%
MIAN
30
Mariner Independent Advisor Network
Kansas
$2.47M +$1.32M +15,011 +115%
AWM
31
AE Wealth Management
Kansas
$2.39M +$718K +8,149 +43%
LCM
32
LVM Capital Management
Michigan
$2.32M -$4.41K -50 -0.2%
Ameriprise
33
Ameriprise
Minnesota
$2.29M +$987K +11,198 +76%
MA
34
Mutual Advisors
Nebraska
$2.29M +$40.5K +460 +2%
Truist Financial
35
Truist Financial
North Carolina
$2.12M +$1.32M +14,976 +166%
CBN
36
Cadence Bank NA
Texas
$1.99M +$159K +1,807 +9%
BF
37
BOK Financial
Oklahoma
$1.94M -$8.1K -92 -0.4%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.83M +$55.2K +627 +3%
CB
39
Commerce Bank
Missouri
$1.83M -$62.5K -710 -3%
CB
40
Community Bank
New York
$1.7M +$106K +1,202 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.7M +$52.2K +593 +3%
DAS
42
Dynamic Advisor Solutions
Arizona
$1.7M -$6.17K -70 -0.4%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$1.33M – – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.14M -$621K -7,051 -35%
William Blair & Company
45
William Blair & Company
Illinois
$1.11M – – –
ERWM
46
Elk River Wealth Management
Colorado
$1.1M -$81.1K -920 -7%
SFG
47
StrategIQ Financial Group
Indiana
$1.09M -$2.47K -28 -0.2%
MPW
48
Melone Private Wealth
Michigan
$1.04M -$61.6K -700 -6%
BWM
49
BerganKDV Wealth Management
Minnesota
$1M -$633K -7,183 -39%
BRWA
50
B. Riley Wealth Advisors
Florida
$940K -$24.9K -282 -3%
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