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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$31.5M
2
DWM
2
Dakota Wealth Management
Florida
$5.45M
3
IWP
3
Invenio Wealth Partners
Florida
$17.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
LPL Financial
2
LPL Financial
California
$41.8M
3
Ameriprise
3
Ameriprise
Minnesota
$6.29M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$6.83M
5
FTUS
5
Flow Traders U.S.
New York
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Commerce Bank
Missouri
$1.62M +$340K +3,925 +27%
TRCT
52
Tower Research Capital (TRC)
New York
$1.58M +$279K +3,214 +21%
Citadel Advisors
53
Citadel Advisors
Florida
$1.57M -$1.51M -17,407 -49%
EWG
54
Executive Wealth Group
Washington
$1.53M +$1.02M +12,295 +201%
Comerica Bank
55
Comerica Bank
Texas
$1.49M – – –
CB
56
Community Bank
New York
$1.41M -$77.6K -895 -5%
GVAG
57
Great Valley Advisor Group
Delaware
$1.29M +$765K +8,830 +144%
ASN
58
Advisory Services Network
Georgia
$1.25M +$168K +1,939 +15%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$109K +1,257 +10%
Stifel Financial
60
Stifel Financial
Missouri
$1.14M -$630K -7,267 -36%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$1.09M +$417K +4,808 +61%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$1.07M – – –
Northern Trust
63
Northern Trust
Illinois
$1.05M – – –
KAS
64
Kestra Advisory Services
Texas
$1.02M +$14.5K +167 +1%
WA
65
Waverly Advisors
Alabama
$1.01M +$1.01M +11,634 New
MFG
66
Merit Financial Group
Georgia
$989K +$989K +11,723 New
William Blair & Company
67
William Blair & Company
Illinois
$968K -$39K -450 -4%
DADC
68
D.A. Davidson & Co
Montana
$944K +$26K +300 +3%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$943K -$63.6K -734 -6%
GRP
70
Global Retirement Partners
California
$918K -$150K -1,729 -14%
MPW
71
Melone Private Wealth
Michigan
$913K -$52.4K -605 -5%
IWC
72
Integrated Wealth Concepts
Massachusetts
$904K -$2.05M -23,633 -69%
OPWM
73
Oxinas Partners Wealth Management
Indiana
$869K -$34.7K -400 -4%
DAS
74
Dynamic Advisor Solutions
Arizona
$838K -$104K -1,195 -11%
JSL
75
JT Stratford LLC
Georgia
$838K -$2.17K -25 -0.3%
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