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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
4
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
ShoreHaven Wealth Partners
New Jersey
$1.54M -$14.5K -182 -0.9%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.44M -$847K -10,648 -37%
EWM
53
Empirical Wealth Management
Washington
$1.41M -$156K -1,963 -10%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.26M +$34.8K +437 +3%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$1.21M +$11.6K +146 +1%
GRP
56
Global Retirement Partners
California
$1.2M +$205K +2,582 +21%
JSL
57
JT Stratford LLC
Georgia
$1.12M -$119K -1,491 -10%
Creative Planning
58
Creative Planning
Kansas
$1.11M -$13.8K -174 -1%
MWM
59
Modera Wealth Management
New Jersey
$1.09M +$1.09M +13,747 New
AF
60
Advisornet Financial
Minnesota
$1.08M -$195K -2,448 -15%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$1.08M -$41.7K -524 -4%
Citadel Advisors
62
Citadel Advisors
Florida
$1.04M -$785K -9,870 -43%
William Blair & Company
63
William Blair & Company
Illinois
$1.01M – – –
OPWM
64
Oxinas Partners Wealth Management
Indiana
$985K -$106K -1,330 -10%
Northern Trust
65
Northern Trust
Illinois
$968K -$92.3K -1,160 -9%
EH
66
Equitable Holdings
New York
$936K -$1.09M -13,704 -54%
SFG
67
StrategIQ Financial Group
Indiana
$925K +$318 +4 +0%
MPW
68
Melone Private Wealth
Michigan
$897K -$2.07K -26 -0.2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$897K -$10K -126 -1%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$859K -$9.79K -123 -1%
Jane Street
71
Jane Street
New York
$850K -$2.12M -26,611 -71%
BWM
72
BerganKDV Wealth Management
Minnesota
$835K – – –
DADC
73
D.A. Davidson & Co
Montana
$810K +$19.9K +250 +3%
ASN
74
Advisory Services Network
Georgia
$801K +$98.8K +1,242 +14%
NLG
75
New Legacy Group
New York
$796K – – –
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3
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