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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

175 hedge funds and large institutions have $571M invested in WisdomTree US High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
66
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$94M
2
OCM
2
One Capital Management
California
$13.5M
3
PP
3
Prudential plc
United Kingdom
$7.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$73M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
LWM
1
Ledge Wealth Management
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$264K
5
UBS Group
5
UBS Group
Switzerland
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$1.42M +$305K +3,578 +27%
CB
52
Community Bank
New York
$1.34M -$51.3K -677 -4%
QA
53
Quantitative Advantage
Minnesota
$1.27M +$352K +4,643 +39%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$1.25M +$368K +4,858 +42%
AF
55
Advisornet Financial
Minnesota
$1.14M -$134K -1,764 -11%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$1.07M – – –
JSL
57
JT Stratford LLC
Georgia
$966K +$146K +1,922 +18%
William Blair & Company
58
William Blair & Company
Illinois
$948K – – –
MPW
59
Melone Private Wealth
Michigan
$909K -$22.4K -283 -2%
SFG
60
StrategIQ Financial Group
Indiana
$893K -$40.7K -536 -4%
KW
61
KWB Wealth
California
$881K +$57.7K +761 +7%
BWM
62
BerganKDV Wealth Management
Minnesota
$834K -$571K -7,540 -41%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$829K +$30.2K +399 +4%
Northern Trust
64
Northern Trust
Illinois
$771K – – –
IA
65
IFP Advisors
Florida
$765K +$398K +5,574 +108%
NLG
66
New Legacy Group
New York
$758K – – –
DADC
67
D.A. Davidson & Co
Montana
$753K +$52.6K +694 +8%
Creative Planning
68
Creative Planning
Kansas
$741K +$9.56K +126 +1%
ERWM
69
Elk River Wealth Management
Colorado
$717K -$176K -2,318 -20%
EIA
70
Eldridge Investment Advisors
New Hampshire
$694K +$694K +9,158 New
SI
71
Saxon Interests
Texas
$651K -$463K -5,786 -42%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$651K +$19.8K +261 +3%
CAL
73
Capital Advisors Ltd
Ohio
$629K – – –
ASN
74
Advisory Services Network
Georgia
$619K +$26.2K +345 +4%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$570K +$570K +7,520 New
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3
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