DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
4
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.64M +$2.11M +26,495 +137%
Goldman Sachs
27
Goldman Sachs
New York
$3.52M +$2.81M +35,325 +399%
NRI
28
NFP Retirement Inc
California
$3.32M +$62.1K +781 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.31M +$678K +8,526 +26%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.31M -$89.7K -1,127 -3%
DFA
31
DHK Financial Advisors
New Hampshire
$3.13M +$32.9K +414 +1%
APP
32
Avantax Planning Partners
Iowa
$3.13M -$19.5K -245 -0.6%
GLA
33
Good Life Advisors
Pennsylvania
$3.11M +$118K +1,488 +4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$3.11M +$761K +9,559 +32%
PWM
35
PBMares Wealth Management
Virginia
$2.96M -$5.01K -63 -0.2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.94M -$236K -2,970 -7%
MA
37
Mutual Advisors
Nebraska
$2.87M -$13.5K -170 -0.5%
CG
38
Colony Group
Massachusetts
$2.72M -$1.04M -13,090 -28%
FRA
39
FFG Retirement Advisors
Colorado
$2.62M +$102K +1,280 +4%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.48M +$236K +2,962 +11%
Truist Financial
41
Truist Financial
North Carolina
$2.33M -$8.29M -104,225 -78%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.98M -$5.07M -63,712 -72%
CTWM
43
Cherry Tree Wealth Management
Minnesota
$1.85M +$1.85M +23,192 New
CB
44
Community Bank
New York
$1.8M +$155K +1,949 +9%
CB
45
Cadence Bank
Mississippi
$1.79M +$12.8K +161 +0.7%
Stifel Financial
46
Stifel Financial
Missouri
$1.71M -$261K -3,275 -13%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.69M -$59.5K -748 -3%
FIA
48
Foundations Investment Advisors
Arizona
$1.68M -$297K -3,736 -15%
CB
49
Commerce Bank
Missouri
$1.61M -$73.6K -925 -4%
TRCT
50
Tower Research Capital (TRC)
New York
$1.55M -$177K -2,229 -10%
1
2
3 4 5