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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
LPL Financial
3
LPL Financial
California
$59.3M
4
WA
4
Win Advisors
Florida
$4.35M
5
IWP
5
Invenio Wealth Partners
Florida
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
LW
2
Linscomb Wealth
Texas
$30.5M
3
Ameriprise
3
Ameriprise
Minnesota
$7.62M
4
KAS
4
Kestra Advisory Services
Texas
$8.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Pacific Wealth Management
California
$3.83M +$242K +3,098 +7%
CG
27
Colony Group
Massachusetts
$3.61M +$937K +12,010 +35%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.55M -$27.8K -356 -0.8%
NRI
29
NFP Retirement Inc
California
$3.25M -$7.88K -101 -0.2%
Goldman Sachs
30
Goldman Sachs
New York
$3.24M -$214K -2,740 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.16M -$90.9K -1,164 -3%
GLA
32
Good Life Advisors
Pennsylvania
$3.12M +$64.1K +821 +2%
DFA
33
DHK Financial Advisors
New Hampshire
$3.1M +$31.8K +408 +1%
PAG
34
Private Advisor Group
New Jersey
$3.09M -$2.16M -27,730 -41%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3M -$49.6K -635 -2%
PWM
36
PBMares Wealth Management
Virginia
$2.87M -$32.2K -413 -1%
MA
37
Mutual Advisors
Nebraska
$2.84M +$30.9K +396 +1%
APP
38
Avantax Planning Partners
Iowa
$2.82M -$243K -3,116 -8%
Citadel Advisors
39
Citadel Advisors
Florida
$2.74M +$1.71M +21,946 +167%
FRA
40
FFG Retirement Advisors
Colorado
$2.62M +$56.8K +728 +2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.57M -$321K -4,106 -11%
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.53M +$101K +1,293 +4%
IAIM
43
International Assets Investment Management
Florida
$2.48M +$2.48M +47,612 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.46M -$793K -10,160 -24%
OPS
45
Orion Portfolio Solutions
Nebraska
$1.95M +$1.59M +20,424 +445%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.95M +$1.59M +20,424 +445%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.95M +$1.02K +13 +0.1%
Truist Financial
48
Truist Financial
North Carolina
$1.85M -$437K -5,595 -19%
CB
49
Community Bank
New York
$1.83M +$64.9K +832 +4%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.77M +$111K +1,426 +7%
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