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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
Jane Street
4
Jane Street
New York
$6.64M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$23M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CG
4
Colony Group
Massachusetts
$2.35M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BerganKDV Wealth Management
Minnesota
$1.53M +$591K +7,183 +63%
CB
52
Community Bank
New York
$1.51M -$85.3K -1,037 -5%
EWM
53
Empirical Wealth Management
Washington
$1.48M +$866K +10,519 +140%
AF
54
Advisornet Financial
Minnesota
$1.38M +$1.04M +12,651 +305%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$1.16M -$84.7K -1,029 -7%
SI
56
Saxon Interests
Texas
$1.15M +$1.15M +13,922 New
GRP
57
Global Retirement Partners
California
$1.08M +$808K +9,826 +297%
William Blair & Company
58
William Blair & Company
Illinois
$1.03M -$4.11K -50 -0.4%
SFG
59
StrategIQ Financial Group
Indiana
$1.01M -$82 -1 -0%
Citadel Advisors
60
Citadel Advisors
Florida
$1.01M +$777K +9,448 +337%
QA
61
Quantitative Advantage
Minnesota
$992K +$992K +12,053 New
ERWM
62
Elk River Wealth Management
Colorado
$969K -$53.5K -650 -5%
MPW
63
Melone Private Wealth
Michigan
$969K +$1.07K +13 +0.1%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$955K +$455K +5,527 +91%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$918K +$852K +10,363 +1,300%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$917K +$30.7K +368 +3%
KW
67
KWB Wealth
California
$893K +$893K +10,857 New
JSL
68
JT Stratford LLC
Georgia
$890K +$890K +10,819 New
BRWA
69
B. Riley Wealth Advisors
Florida
$878K +$658 +8 +0.1%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$867K -$1.07K -13 -0.1%
Northern Trust
71
Northern Trust
Illinois
$837K – – –
NLG
72
New Legacy Group
New York
$823K – – –
Creative Planning
73
Creative Planning
Kansas
$794K -$2.63K -32 -0.3%
DADC
74
D.A. Davidson & Co
Montana
$760K – – –
PA
75
PSI Advisors
Florida
$720K -$66.9K -813 -9%
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