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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.7M
4
WWM
4
WJ Wealth Management
Arizona
$7.37M
5
Wells Fargo
5
Wells Fargo
California
$17.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.15M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
APP
4
Avantax Planning Partners
Iowa
$3.69M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$936K +$128K +1,450 +16%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$930K -$2.91K -33 -0.3%
Northern Trust
53
Northern Trust
Illinois
$896K – – –
NLG
54
New Legacy Group
New York
$881K – – –
Creative Planning
55
Creative Planning
Kansas
$852K +$37.2K +423 +5%
PA
56
PSI Advisors
Florida
$842K -$10.7K -121 -1%
DADC
57
D.A. Davidson & Co
Montana
$814K +$8.81K +100 +1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$780K -$507K -5,758 -39%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$733K -$17.5K -199 -2%
EH
60
Equitable Holdings
New York
$733K +$733K +8,324 New
SB
61
Simmons Bank
Arkansas
$730K -$56.3K -639 -7%
CCM
62
Coldstream Capital Management
Washington
$724K -$49.8K -566 -6%
CAL
63
Capital Advisors Ltd
Ohio
$721K – – –
EWM
64
Empirical Wealth Management
Washington
$661K -$7.05K -80 -1%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$642K +$459K +5,218 +252%
SPIA
66
Steward Partners Investment Advisory
New York
$622K +$511K +5,805 +461%
CFG
67
Cooper Financial Group
California
$613K -$171K -1,938 -22%
MFG
68
Merit Financial Group
Georgia
$601K +$601K +6,820 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$598K +$6.34K +72 +1%
ASN
70
Advisory Services Network
Georgia
$587K -$55K -625 -9%
PCM
71
Passive Capital Management
Maryland
$584K -$15.2K -173 -3%
PAG
72
Private Advisor Group
New Jersey
$564K +$564K +6,404 New
MSFS
73
Main Street Financial Solutions
Pennsylvania
$536K +$30.8K +349 +6%
IA
74
IFG Advisory
Georgia
$517K -$31.3K -356 -6%
TP
75
Tranquility Partners
Tennessee
$517K – – –
1 2
3
4 5