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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$31.5M
2
DWM
2
Dakota Wealth Management
Florida
$5.45M
3
IWP
3
Invenio Wealth Partners
Florida
$17.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
LPL Financial
2
LPL Financial
California
$41.8M
3
Ameriprise
3
Ameriprise
Minnesota
$6.29M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$6.83M
5
FTUS
5
Flow Traders U.S.
New York
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$754K -$215K -2,482 -22%
EWM
77
Empirical Wealth Management
Washington
$722K +$99K +1,142 +16%
CAL
78
Capital Advisors Ltd
Ohio
$719K – – –
RA
79
RFG Advisory
Alabama
$699K +$3.12K +36 +0.4%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$692K -$1.32M -15,235 -66%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$672K -$88.7K -1,023 -12%
JWCA
82
J.W. Cole Advisors
Florida
$668K – – –
CFG
83
Cooper Financial Group
California
$649K -$18.7K -216 -3%
IFA
84
Interactive Financial Advisors
Illinois
$589K -$1.05M -12,065 -64%
ERWM
85
Elk River Wealth Management
Colorado
$586K – – –
CCA
86
Clearwater Capital Advisors
Illinois
$583K -$62.5K -721 -10%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$554K -$11.4K -132 -2%
FTUS
88
Flow Traders U.S.
New York
$549K -$2.4M -27,669 -81%
PCM
89
Passive Capital Management
Maryland
$525K – – –
BRWA
90
B. Riley Wealth Advisors
Florida
$524K +$78.1K +1,000 +17%
CCM
91
Coldstream Capital Management
Washington
$513K – – –
TP
92
Tranquility Partners
Tennessee
$509K – – –
CA
93
Claro Advisors
Massachusetts
$500K +$19.5K +225 +4%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$487K – – –
UCFA
95
United Capital Financial Advisors
Texas
$458K – – –
RZH
96
Relyea Zuckerberg Hanson
Connecticut
$456K – – –
AWM
97
Avior Wealth Management
Nebraska
$452K +$293K +3,379 +184%
SPIA
98
Steward Partners Investment Advisory
New York
$451K – – –
MWM
99
Maltin Wealth Management
New Jersey
$447K -$4.25K -49 -0.9%
NS
100
NBC Securities
Alabama
$424K +$134K +1,553 +46%
2 3
4
5 6