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WisdomTree US High Dividend Fund

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
26
Good Life Advisors
Pennsylvania
$4.05M +$527K +6,077 +15%
LCM
27
LVM Capital Management
Michigan
$4.03M -$46.6K -538 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.89M +$3.19M +36,792 +458%
NRI
29
NFP Retirement Inc
California
$3.82M +$218K +2,517 +6%
Corient Private Wealth
30
Corient Private Wealth
Florida
$3.55M -$1.85M -21,360 -34%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3.25M -$310K -3,582 -9%
FRA
32
FFG Retirement Advisors
Colorado
$3.12M +$191K +2,199 +6%
MA
33
Mutual Advisors
Nebraska
$3.11M -$113K -1,300 -3%
PWM
34
PBMares Wealth Management
Virginia
$3.03M +$2.43K +28 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.72M -$451K -5,209 -14%
APP
36
Avantax Planning Partners
Iowa
$2.6M -$184K -2,120 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.42M -$307K -3,541 -11%
OPS
38
Orion Portfolio Solutions
Nebraska
$2.32M -$43.2K -498 -2%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.32M -$43.2K -498 -2%
PAG
40
Private Advisor Group
New Jersey
$2.28M -$442K -5,096 -16%
HighTower Advisors
41
HighTower Advisors
Illinois
$2M +$185K +2,137 +10%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.92M -$81.7K -943 -4%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.9M +$405K +4,670 +27%
Jane Street
44
Jane Street
New York
$1.83M +$904K +10,430 +97%
FIA
45
Foundations Investment Advisors
Arizona
$1.81M -$1.3K -15 -0.1%
CB
46
Cadence Bank
Mississippi
$1.76M -$260 -3 -0%
Creative Planning
47
Creative Planning
Kansas
$1.76M -$6.24K -72 -0.4%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$1.74M +$85.1K +982 +5%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.69M -$131K -1,516 -7%
Truist Financial
50
Truist Financial
North Carolina
$1.65M -$43.4K -501 -3%