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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
4
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$702K -$79.6K -1,000 -10%
CCA
77
Clearwater Capital Advisors
Illinois
$690K -$10.5K -132 -1%
CAL
78
Capital Advisors Ltd
Ohio
$660K – – –
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$657K -$596K -7,488 -48%
ERWM
80
Elk River Wealth Management
Colorado
$614K -$77.6K -975 -11%
RWM
81
Revisor Wealth Management
Ohio
$596K – – –
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$589K -$34.4K -432 -6%
JWCA
83
J.W. Cole Advisors
Florida
$589K – – –
RA
84
RFG Advisory
Alabama
$586K +$75.4K +947 +15%
CFG
85
Cooper Financial Group
California
$565K +$239 +3 +0%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$541K +$320K +4,016 +144%
BRWA
87
B. Riley Wealth Advisors
Florida
$530K +$68.7K +863 +15%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$523K -$67.7K -851 -11%
CCM
89
Coldstream Capital Management
Washington
$516K – – –
PCM
90
Passive Capital Management
Maryland
$482K – – –
EWG
91
Executive Wealth Group
Washington
$475K +$5.01K +63 +1%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$473K -$264K -3,323 -36%
KW
93
KWB Wealth
California
$471K -$118K -1,481 -20%
TP
94
Tranquility Partners
Tennessee
$467K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$448K +$225K +2,826 +101%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$448K – – –
IFA
97
Interactive Financial Advisors
Illinois
$447K -$6.68K -84 -1%
HL
98
HeadInvest LLC
Maine
$446K +$446K +5,430 New
MWM
99
Maltin Wealth Management
New Jersey
$435K -$7.72K -97 -2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$430K +$193K +2,424 +81%
2 3
4
5 6