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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
2
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
4
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
LVM Capital Management
Michigan
$3.9M – – –
Goldman Sachs
27
Goldman Sachs
New York
$3.9M -$2.58M -27,474 -40%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.7M +$124K +1,323 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.54M +$29.9K +319 +0.9%
FRA
30
FFG Retirement Advisors
Colorado
$3.53M +$237K +2,528 +7%
MA
31
Mutual Advisors
Nebraska
$3.35M -$55.3K -578 -2%
PWM
32
PBMares Wealth Management
Virginia
$3.22M -$65.4K -697 -2%
OPS
33
Orion Portfolio Solutions
Nebraska
$2.96M +$281K +2,996 +10%
BCI
34
Brinker Capital Investments
Pennsylvania
$2.96M +$281K +2,996 +10%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.67M +$51.7K +551 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.57M -$156K -1,668 -6%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.5M +$596K +6,350 +31%
APP
38
Avantax Planning Partners
Iowa
$2.44M -$13.8K -147 -0.6%
CB
39
Commerce Bank
Missouri
$2.25M +$93.8K +1,000 +4%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.08M +$23.1K +246 +1%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.04M -$44.3K -473 -2%
FIA
42
Foundations Investment Advisors
Arizona
$1.96M – – –
Creative Planning
43
Creative Planning
Kansas
$1.93M +$13.3K +142 +0.7%
William Blair & Company
44
William Blair & Company
Illinois
$1.89M +$16.4K +175 +0.9%
Truist Financial
45
Truist Financial
North Carolina
$1.82M -$81.8K -872 -4%
CB
46
Cadence Bank
Mississippi
$1.77M -$12.3K -131 -0.7%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$1.68M -$4.88K -52 -0.3%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.67M +$36.1K +385 +2%
SWP
49
ShoreHaven Wealth Partners
New Jersey
$1.58M -$110K -1,176 -7%
Comerica Bank
50
Comerica Bank
Texas
$1.55M – – –
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