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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.6M
4
CAM
4
Concorde Asset Management
Michigan
$4.37M
5
GLA
5
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65.8M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
3
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
4
Wells Fargo
California
$30.4M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLG
76
New Legacy Group
New York
$823K – – –
DADC
77
D.A. Davidson & Co
Montana
$817K – – –
UCFA
78
United Capital Financial Advisors
Texas
$808K +$335K +4,075 +71%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$762K -$2.54M -30,860 -77%
Goldman Sachs
80
Goldman Sachs
New York
$729K -$1.61M -19,596 -69%
ASN
81
Advisory Services Network
Georgia
$726K +$50.4K +612 +7%
CCA
82
Clearwater Capital Advisors
Illinois
$724K -$142K -1,723 -16%
ERWM
83
Elk River Wealth Management
Colorado
$715K -$987 -12 -0.1%
CAL
84
Capital Advisors Ltd
Ohio
$682K – – –
RWA
85
Rooted Wealth Advisors
Illinois
$679K +$679K +8,135 New
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$645K -$1.28M -15,513 -66%
KW
87
KWB Wealth
California
$637K +$167K +1,946 +36%
RWM
88
Revisor Wealth Management
Ohio
$616K +$616K +7,485 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$611K -$74.4K -904 -11%
JWCA
90
J.W. Cole Advisors
Florida
$609K – – –
CFG
91
Cooper Financial Group
California
$584K +$411 +5 +0.1%
WWM
92
Western Wealth Management
Colorado
$565K -$62.4K -759 -10%
SPC
93
Sigma Planning Corp
Michigan
$553K -$128K -1,550 -19%
IA
94
IFG Advisory
Georgia
$550K +$165 +2 +0%
CCM
95
Coldstream Capital Management
Washington
$533K -$78.2K -950 -13%
RA
96
RFG Advisory
Alabama
$528K -$9.79K -119 -2%
SI
97
Saxon Interests
Texas
$512K -$255K -3,105 -33%
PCM
98
Passive Capital Management
Maryland
$499K – – –
EWG
99
Executive Wealth Group
Washington
$486K +$4.94K +60 +1%
TP
100
Tranquility Partners
Tennessee
$483K – – –
2 3
4
5 6