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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
Jane Street
4
Jane Street
New York
$6.64M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$23M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CG
4
Colony Group
Massachusetts
$2.35M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$685K +$329 +4 +0%
CAL
77
Capital Advisors Ltd
Ohio
$683K +$9.39K +114 +1%
ASN
78
Advisory Services Network
Georgia
$643K +$94.9K +1,154 +17%
SPIA
79
Steward Partners Investment Advisory
New York
$634K +$52.4K +636 +9%
JWCA
80
J.W. Cole Advisors
Florida
$609K +$609K +7,399 New
PAG
81
Private Advisor Group
New Jersey
$588K +$60.7K +737 +12%
CFG
82
Cooper Financial Group
California
$587K +$14.3K +174 +2%
CCM
83
Coldstream Capital Management
Washington
$586K -$90.5K -1,100 -13%
CWA
84
Capital Wealth Alliance
Arizona
$555K +$555K +6,751 New
IA
85
IFG Advisory
Georgia
$517K +$33.3K +405 +7%
PCM
86
Passive Capital Management
Maryland
$499K -$46.8K -569 -9%
TP
87
Tranquility Partners
Tennessee
$483K – – –
JAG
88
Journey Advisory Group
Kentucky
$476K – – –
EWG
89
Executive Wealth Group
Washington
$471K +$5.02K +61 +1%
DC
90
Davenport & Co
Virginia
$456K +$49.4K +600 +12%
MWM
91
Maltin Wealth Management
New Jersey
$453K +$4.44K +54 +1%
Stifel Financial
92
Stifel Financial
Missouri
$441K +$164K +1,990 +59%
IFA
93
Interactive Financial Advisors
Illinois
$440K -$9.96K -121 -2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$435K -$165K -2,007 -28%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$433K -$20.7K -252 -5%
ARC
96
Advisor Resource Council
Texas
$416K +$416K +5,053 New
GWSG
97
GPS Wealth Strategies Group
Colorado
$413K – – –
UCFA
98
United Capital Financial Advisors
Texas
$402K – – –
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$401K +$247 +3 +0.1%
FT
100
Fiduciary Trust
Massachusetts
$400K – – –
2 3
4
5 6