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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

175 hedge funds and large institutions have $571M invested in WisdomTree US High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
66
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$94M
2
OCM
2
One Capital Management
California
$13.5M
3
PP
3
Prudential plc
United Kingdom
$7.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$73M
5
Wells Fargo
5
Wells Fargo
California
$25.6M

Top Sellers

1
LWM
1
Ledge Wealth Management
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$36.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$264K
5
UBS Group
5
UBS Group
Switzerland
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$568K -$1.06M -14,061 -65%
JWCA
77
J.W. Cole Advisors
Florida
$561K – – –
CFG
78
Cooper Financial Group
California
$539K -$1.59K -21 -0.3%
BRWA
79
B. Riley Wealth Advisors
Florida
$524K -$285K -3,763 -35%
IA
80
IFG Advisory
Georgia
$506K +$30.1K +397 +6%
CWA
81
Capital Wealth Alliance
Arizona
$487K -$23.9K -316 -5%
PA
82
PSI Advisors
Florida
$486K -$177K -2,334 -27%
Stifel Financial
83
Stifel Financial
Missouri
$484K +$78.2K +1,032 +19%
PCM
84
Passive Capital Management
Maryland
$460K – – –
TP
85
Tranquility Partners
Tennessee
$445K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$441K +$40K +527 +10%
EWG
87
Executive Wealth Group
Washington
$439K +$4.63K +61 +1%
SPC
88
Sigma Planning Corp
Michigan
$438K +$438K +5,772 New
JAG
89
Journey Advisory Group
Kentucky
$426K – – –
IFA
90
Interactive Financial Advisors
Illinois
$423K +$17.5K +230 +4%
MWM
91
Maltin Wealth Management
New Jersey
$422K +$4.1K +54 +1%
UCFA
92
United Capital Financial Advisors
Texas
$420K +$49.3K +650 +13%
DC
93
Davenport & Co
Virginia
$406K -$13.7K -181 -3%
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$399K – – –
GWSG
95
GPS Wealth Strategies Group
Colorado
$381K – – –
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$370K +$228 +3 +0.1%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$368K +$368K +4,859 New
AWA
98
Arete Wealth Advisors
Illinois
$346K +$346K +4,566 New
FHB
99
First Hawaiian Bank
Hawaii
$336K – – –
AW
100
ACG Wealth
Georgia
$332K +$19.8K +261 +6%
2 3
4
5 6