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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
LPL Financial
3
LPL Financial
California
$59.3M
4
WA
4
Win Advisors
Florida
$4.35M
5
IWP
5
Invenio Wealth Partners
Florida
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
LW
2
Linscomb Wealth
Texas
$30.5M
3
Ameriprise
3
Ameriprise
Minnesota
$7.62M
4
KAS
4
Kestra Advisory Services
Texas
$8.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$817K +$22.4K +287 +3%
ASN
77
Advisory Services Network
Georgia
$813K +$26.9K +345 +3%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$798K -$390K -4,998 -33%
NLG
79
New Legacy Group
New York
$781K – – –
UCFA
80
United Capital Financial Advisors
Texas
$704K +$15.6K +200 +2%
CCA
81
Clearwater Capital Advisors
Illinois
$653K -$24.3K -311 -4%
CAL
82
Capital Advisors Ltd
Ohio
$647K – – –
EH
83
Equitable Holdings
New York
$637K -$282K -3,609 -31%
RA
84
RFG Advisory
Alabama
$619K +$44K +564 +8%
CFG
85
Cooper Financial Group
California
$603K +$48.9K +626 +9%
JWCA
86
J.W. Cole Advisors
Florida
$602K +$24.4K +312 +4%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$581K -$64.2K -822 -10%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$568K +$568K +7,280 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$539K +$7.57K +97 +1%
ERWM
90
Elk River Wealth Management
Colorado
$535K -$67.8K -868 -11%
BRWA
91
B. Riley Wealth Advisors
Florida
$524K +$4.14K +53 +0.8%
IA
92
IFG Advisory
Georgia
$522K +$522K +6,686 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$507K -$5.62K -72 -1%
PCM
94
Passive Capital Management
Maryland
$473K – – –
EWG
95
Executive Wealth Group
Washington
$471K +$4.84K +62 +1%
CCM
96
Coldstream Capital Management
Washington
$462K -$44.3K -567 -9%
TP
97
Tranquility Partners
Tennessee
$458K – – –
KW
98
KWB Wealth
California
$446K -$25.1K -316 -5%
IFA
99
Interactive Financial Advisors
Illinois
$441K +$2.5K +32 +0.6%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$439K – – –
2 3
4
5 6