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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.7M
4
WWM
4
WJ Wealth Management
Arizona
$7.37M
5
Wells Fargo
5
Wells Fargo
California
$17.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.15M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
APP
4
Avantax Planning Partners
Iowa
$3.69M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWG
76
Executive Wealth Group
Washington
$499K +$1.59K +18 +0.3%
PPA
77
Parametric Portfolio Associates
Washington
$496K -$154K -1,749 -24%
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$496K -$36.7K -408 -7%
JAG
79
Journey Advisory Group
Kentucky
$495K – – –
MWM
80
Maltin Wealth Management
New Jersey
$481K +$1.41K +16 +0.3%
IFA
81
Interactive Financial Advisors
Illinois
$463K -$3.47K -41 -0.7%
GWSG
82
GPS Wealth Strategies Group
Colorado
$442K – – –
DC
83
Davenport & Co
Virginia
$435K +$435K +4,943 New
UCFA
84
United Capital Financial Advisors
Texas
$431K – – –
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$429K -$60.7K -689 -12%
FT
86
Fiduciary Trust
Massachusetts
$428K – – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$419K +$2.12K +24 +0.5%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$398K -$532K -6,031 -57%
FHB
89
First Hawaiian Bank
Hawaii
$390K – – –
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$378K -$1.15K -13 -0.3%
EWA
91
Exencial Wealth Advisors
Oklahoma
$373K +$5.73K +65 +2%
HIS
92
Harvest Investment Services
Illinois
$368K -$7.12K -81 -2%
AF
93
Advisornet Financial
Minnesota
$365K +$365K +4,144 New
AW
94
ACG Wealth
Georgia
$362K -$191K -2,173 -35%
IA
95
IFP Advisors
Florida
$357K -$70.4K -1,013 -16%
TW
96
Transform Wealth
Colorado
$356K – – –
CDIA
97
Capital Directions Investment Advisors
Georgia
$352K – – –
FWCM
98
Ferguson Wellman Capital Management
Oregon
$349K – – –
FCA
99
FinTrust Capital Advisors
South Carolina
$343K -$561K -6,366 -62%
PAM
100
Peak Asset Management
Colorado
$336K -$59K -670 -15%
2 3
4
5 6