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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.9M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$2M
4
CAS
4
Coppell Advisory Solutions
Texas
$1.71M
5
OAS
5
Optivise Advisory Services
Tennessee
$1.67M

Top Sellers

1
DWM
1
Dakota Wealth Management
Florida
$383K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$82.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$1M
4
UBS Group
4
UBS Group
Switzerland
$7.12M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$1.64M +$303K +3,250 +23%
SWP
52
ShoreHaven Wealth Partners
New Jersey
$1.59M +$16.9K +181 +1%
Comerica Bank
53
Comerica Bank
Texas
$1.54M -$2.05K -22 -0.1%
WIA
54
World Investment Advisors
California
$1.52M – – –
CB
55
Community Bank
New York
$1.42M – – –
ASN
56
Advisory Services Network
Georgia
$1.4M -$26.6K -285 -2%
VFO
57
Virtus Family Office
Texas
$1.39M +$1.05M +11,197 +305%
Northern Trust
58
Northern Trust
Illinois
$1.38M +$136K +1,456 +11%
AWP
59
Axis Wealth Partners
Rhode Island
$1.35M +$1.35M +15,387 New
BWMG
60
Barnes Wealth Management Group
California
$1.31M +$1.31M +14,058 New
KAS
61
Kestra Advisory Services
Texas
$1.29M +$488K +5,225 +60%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.25M +$296K +3,175 +31%
AIA
63
AssuredPartners Investment Advisors
Florida
$1.16M +$1.16M +12,435 New
AI
64
ArchPoint Investors
Florida
$1.14M – – –
KWM
65
Keebeck Wealth Management
Illinois
$1.12M – – –
JSL
66
JT Stratford LLC
Georgia
$1.08M -$19K -204 -2%
UPS
67
UHLMANN PRICE SECURITIES
Illinois
$1.07M +$65.2K +698 +6%
MFG
68
Merit Financial Group
Georgia
$1.06M -$3.45K -37 -0.3%
DADC
69
D.A. Davidson & Co
Montana
$1.05M +$23.3K +250 +2%
Citadel Advisors
70
Citadel Advisors
Florida
$1.03M -$45.1K -483 -4%
Goldman Sachs
71
Goldman Sachs
New York
$1M -$2.88M -30,826 -74%
MPW
72
Melone Private Wealth
Michigan
$985K -$2.8K -30 -0.3%
WA
73
Waverly Advisors
Alabama
$976K -$14.6K -156 -1%
SS
74
SBI Securities
Japan
$895K +$895K +9,584 New
GS
75
GTS Securities
New York
$892K +$892K +9,557 New
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