DHS icon

WisdomTree US High Dividend Fund

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$3.63M +$468K +5,699 +15%
NRI
27
NFP Retirement Inc
California
$3.42M -$2.38K -29 -0.1%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.38M -$357K -4,349 -10%
GLA
29
Good Life Advisors
Pennsylvania
$3.34M +$58.2K +708 +2%
MA
30
Mutual Advisors
Nebraska
$3.05M +$60.9K +741 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.01M -$311K -3,781 -9%
Citadel Advisors
32
Citadel Advisors
Florida
$2.92M +$41.6K +506 +1%
PWM
33
PBMares Wealth Management
Virginia
$2.87M -$147K -1,783 -5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.8M +$131K +1,596 +5%
FTUS
35
Flow Traders U.S.
New York
$2.79M +$2.79M +34,004 New
FRA
36
FFG Retirement Advisors
Colorado
$2.78M +$21.1K +257 +0.8%
APP
37
Avantax Planning Partners
Iowa
$2.64M -$328K -3,989 -11%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.58M -$121K -1,474 -4%
PAG
39
Private Advisor Group
New Jersey
$2.58M -$671K -8,165 -21%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.27M +$190K +2,291 +9%
OPS
41
Orion Portfolio Solutions
Nebraska
$2.27M +$190K +2,291 +9%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.91M +$1.34M +16,315 +236%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.9M -$151K -1,834 -7%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$1.73M -$110K -1,344 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.72M -$142K -1,728 -8%
FIA
46
Foundations Investment Advisors
Arizona
$1.7M -$244 -3 -0%
Stifel Financial
47
Stifel Financial
Missouri
$1.68M +$60.3K +734 +4%
Creative Planning
48
Creative Planning
Kansas
$1.67M +$457K +5,566 +38%
CB
49
Cadence Bank
Mississippi
$1.67M -$171K -2,081 -9%
Truist Financial
50
Truist Financial
North Carolina
$1.6M -$341K -4,149 -18%