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WisdomTree US High Dividend Fund

201 hedge funds and large institutions have $511M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
49
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
26
LVM Capital Management
Michigan
$3.9M -$34.9K -413 -0.9%
NRI
27
NFP Retirement Inc
California
$3.64M -$88.9K -1,051 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.22M -$1.06M -12,496 -25%
MA
29
Mutual Advisors
Nebraska
$3.22M -$23.9K -264 -0.7%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.16M -$11.1K -131 -0.3%
FRA
31
FFG Retirement Advisors
Colorado
$2.97M -$79.1K -935 -3%
PWM
32
PBMares Wealth Management
Virginia
$2.96M +$2.12K +25 +0.1%
Jane Street
33
Jane Street
New York
$2.73M +$945K +11,168 +53%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.46M -$202K -2,386 -8%
Corient Private Wealth
35
Corient Private Wealth
Florida
$2.44M -$1.02M -12,069 -29%
OPS
36
Orion Portfolio Solutions
Nebraska
$2.42M +$149K +1,757 +7%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.42M +$149K +1,757 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.36M +$3.72K +44 +0.2%
APP
39
Avantax Planning Partners
Iowa
$2.21M -$333K -3,932 -13%
NA
40
NewEdge Advisors
Louisiana
$2.16M +$2.16M +25,528 New
CB
41
Commerce Bank
Missouri
$1.94M +$360K +4,255 +23%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.88M -$66.7K -789 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.85M -$21.7K -257 -1%
FIA
44
Foundations Investment Advisors
Arizona
$1.76M -$338 -4 -0%
Creative Planning
45
Creative Planning
Kansas
$1.73M +$14.5K +172 +0.8%
Truist Financial
46
Truist Financial
North Carolina
$1.72M +$112K +1,319 +7%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.72M -$136K -1,605 -7%
William Blair & Company
48
William Blair & Company
Illinois
$1.69M +$747K +8,835 +79%
CB
49
Cadence Bank
Mississippi
$1.6M -$119K -1,405 -7%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$1.53M -$170K -2,011 -10%