DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
Jane Street
4
Jane Street
New York
$6.64M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$23M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CG
4
Colony Group
Massachusetts
$2.35M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
26
Avantax Planning Partners
Iowa
$3.37M -$76.7K -932 -2%
NRI
27
NFP Retirement Inc
California
$3.37M +$3.37M +40,897 New
KAS
28
Kestra Advisory Services
Texas
$3.2M +$183K +2,221 +6%
Mariner
29
Mariner
Kansas
$3.18M +$167K +2,034 +6%
DFA
30
DHK Financial Advisors
New Hampshire
$3.1M +$33.2K +404 +1%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$3.09M +$304K +3,698 +11%
PWM
32
PBMares Wealth Management
Virginia
$3.08M -$12.8K -155 -0.4%
MIAN
33
Mariner Independent Advisor Network
Kansas
$2.89M +$572K +6,939 +25%
FEM
34
Fulcrum Equity Management
Texas
$2.81M +$2.81M +34,188 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.7M +$264K +3,209 +11%
EH
36
Equitable Holdings
New York
$2.45M +$1.77M +21,477 +258%
CG
37
Colony Group
Massachusetts
$2.35M -$699K -8,494 -23%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.3M +$707K +8,589 +44%
AWM
39
AE Wealth Management
Kansas
$2.19M -$40.7K -495 -2%
MA
40
Mutual Advisors
Nebraska
$2.17M +$29.3K +356 +1%
LCM
41
LVM Capital Management
Michigan
$2.17M -$2.47K -30 -0.1%
CBN
42
Cadence Bank NA
Texas
$1.86M +$1.07K +13 +0.1%
CB
43
Commerce Bank
Missouri
$1.83M +$130K +1,575 +8%
OCM
44
One Capital Management
California
$1.79M +$1.79M +21,711 New
BF
45
BOK Financial
Oklahoma
$1.78M -$33.4K -406 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.76M +$54K +658 +3%
Goldman Sachs
47
Goldman Sachs
New York
$1.73M +$1.73M +21,043 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.58M +$515K +6,257 +48%
DAS
49
Dynamic Advisor Solutions
Arizona
$1.54M -$46.4K -564 -3%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$1.53M +$1.29M +15,691 +546%
1
2
3 4 5