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WisdomTree US High Dividend Fund

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.66M +$1.17M +12,537 +47%
FRA
27
FFG Retirement Advisors
Colorado
$3.49M -$29.8K -319 -0.8%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.42M -$96.5K -1,034 -3%
MA
29
Mutual Advisors
Nebraska
$3.33M +$27.3K +289 +0.8%
PWM
30
PBMares Wealth Management
Virginia
$3.21M +$9.24K +99 +0.3%
OPS
31
Orion Portfolio Solutions
Nebraska
$3.12M +$172K +1,838 +6%
BCI
32
Brinker Capital Investments
Pennsylvania
$3.12M +$172K +1,838 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.89M +$337K +3,612 +13%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.71M +$46K +493 +2%
CB
35
Commerce Bank
Missouri
$2.48M +$243K +2,600 +11%
APP
36
Avantax Planning Partners
Iowa
$2.26M -$162K -1,734 -7%
Creative Planning
37
Creative Planning
Kansas
$2.1M +$179K +1,921 +9%
NA
38
NewEdge Advisors
Louisiana
$2.06M +$1.4M +14,964 +210%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.05M +$10.5K +113 +0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.04M -$24.7K -265 -1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$2M +$2M +21,403 New
FIA
42
Foundations Investment Advisors
Arizona
$1.95M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.89M +$1.61M +17,241 +576%
William Blair & Company
44
William Blair & Company
Illinois
$1.85M -$37.3K -400 -2%
Truist Financial
45
Truist Financial
North Carolina
$1.83M +$15.2K +163 +0.8%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$1.81M +$152K +1,629 +9%
CAS
47
Coppell Advisory Solutions
Texas
$1.71M +$1.71M +18,442 New
OAS
48
Optivise Advisory Services
Tennessee
$1.67M +$1.67M +17,868 New
CB
49
Cadence Bank
Mississippi
$1.65M -$111K -1,189 -6%
CTWM
50
Cherry Tree Wealth Management
Minnesota
$1.64M -$31.1K -333 -2%