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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
LPL Financial
3
LPL Financial
California
$59.3M
4
WA
4
Win Advisors
Florida
$4.35M
5
IWP
5
Invenio Wealth Partners
Florida
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
LW
2
Linscomb Wealth
Texas
$30.5M
3
Ameriprise
3
Ameriprise
Minnesota
$7.62M
4
KAS
4
Kestra Advisory Services
Texas
$8.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Cadence Bank
Mississippi
$1.75M -$8.27K -106 -0.5%
CTWM
52
Cherry Tree Wealth Management
Minnesota
$1.75M -$62.8K -804 -3%
FIA
53
Foundations Investment Advisors
Arizona
$1.63M -$16.7K -214 -1%
Stifel Financial
54
Stifel Financial
Missouri
$1.54M -$147K -1,885 -9%
Comerica Bank
55
Comerica Bank
Texas
$1.51M +$1.51M +19,337 New
SWP
56
ShoreHaven Wealth Partners
New Jersey
$1.44M -$67.7K -867 -4%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.37M -$40.4K -518 -3%
CB
58
Commerce Bank
Missouri
$1.35M -$230K -2,950 -15%
Jane Street
59
Jane Street
New York
$1.3M +$468K +6,000 +56%
DAS
60
Dynamic Advisor Solutions
Arizona
$1.24M +$6.95K +89 +0.6%
GRP
61
Global Retirement Partners
California
$1.21M +$63.9K +843 +6%
Creative Planning
62
Creative Planning
Kansas
$1.16M +$66K +845 +6%
TRCT
63
Tower Research Capital (TRC)
New York
$1.15M -$371K -4,757 -24%
FGAM
64
Financial Gravity Asset Management
Texas
$1.08M +$1.03M +1,062 +1,800%
EWM
65
Empirical Wealth Management
Washington
$1.08M -$305K -3,907 -22%
William Blair & Company
66
William Blair & Company
Illinois
$985K -$1.95K -25 -0.2%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$950K -$89.2K -1,163 -9%
Northern Trust
68
Northern Trust
Illinois
$950K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$935K +$55.4K +710 +6%
JSL
70
JT Stratford LLC
Georgia
$909K -$187K -2,393 -17%
SFG
71
StrategIQ Financial Group
Indiana
$908K +$312 +4 +0%
OPWM
72
Oxinas Partners Wealth Management
Indiana
$900K -$66.4K -850 -7%
AF
73
Advisornet Financial
Minnesota
$900K -$158K -2,022 -15%
MPW
74
Melone Private Wealth
Michigan
$885K +$4.84K +62 +0.5%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$843K -$312 -4 -0%
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