WisdomTree US High Dividend Fund
200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
42% less capital invested
Capital invested by funds: $1.16B → $668M (-$492M)
Holders
200
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$6.46M | |
| 2 | +$5.92M | |
| 3 | +$5.68M | |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$4.37M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$3.09M |
Top Sellers
| 1 | -$51.4M | |
| 2 | -$12.9M | |
| 3 | -$11.5M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.27M |
| 5 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$3.81M |