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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.6M
4
CAM
4
Concorde Asset Management
Michigan
$4.37M
5
GLA
5
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65.8M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
3
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
4
Wells Fargo
California
$30.4M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
26
Ledge Wealth Management
Minnesota
$5.2M -$650K -7,898 -11%
RJA
27
Raymond James & Associates
Florida
$5.05M -$153K -1,864 -3%
CAM
28
Concorde Asset Management
Michigan
$4.37M +$4.37M +53,085 New
LCM
29
LVM Capital Management
Michigan
$4.28M -$130K -1,575 -3%
CG
30
Colony Group
Massachusetts
$3.89M +$501K +6,085 +15%
PWM
31
Pacific Wealth Management
California
$3.85M +$221K +2,682 +6%
NRI
32
NFP Retirement Inc
California
$3.37M -$55K -668 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.29M -$1.61M -19,576 -33%
APP
34
Avantax Planning Partners
Iowa
$3.25M +$15.8K +192 +0.5%
DFA
35
DHK Financial Advisors
New Hampshire
$3.2M +$32.3K +392 +1%
GLA
36
Good Life Advisors
Pennsylvania
$3.09M +$3.09M +37,618 New
Jane Street
37
Jane Street
New York
$3.07M +$3.07M +37,292 New
PWM
38
PBMares Wealth Management
Virginia
$3.06M -$26.6K -323 -0.9%
MA
39
Mutual Advisors
Nebraska
$2.98M +$238K +2,898 +9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.73M +$485K +5,893 +22%
FRA
41
FFG Retirement Advisors
Colorado
$2.6M +$2.6M +31,592 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.43M +$1.82M +22,112 +299%
QA
43
Quantitative Advantage
Minnesota
$2.41M +$512K +6,220 +27%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.36M +$1.14M +13,824 +93%
IWC
45
Integrated Wealth Concepts
Massachusetts
$2.32M +$576K +7,005 +33%
EH
46
Equitable Holdings
New York
$2.1M -$469K -5,696 -18%
Stifel Financial
47
Stifel Financial
Missouri
$2.04M +$311K +3,784 +18%
FIA
48
Foundations Investment Advisors
Arizona
$2.04M +$308K +3,744 +18%
Citadel Advisors
49
Citadel Advisors
Florida
$1.89M +$1.89M +22,984 New
CB
50
Cadence Bank
Mississippi
$1.84M -$22.2K -270 -1%
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