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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

201 hedge funds and large institutions have $511M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
49
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$12.8M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.95M
4
NA
4
NewEdge Advisors
Louisiana
$2.16M
5
PAG
5
Private Advisor Group
New Jersey
$4.08M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$54.1K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$80.9M
3
LPL Financial
3
LPL Financial
California
$36.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.15M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Cooper Financial Group
California
$633K -$846 -10 -0.1%
SA
77
Sanctuary Advisors
Indiana
$618K +$618K +7,360 New
Stifel Financial
78
Stifel Financial
Missouri
$610K -$501K -5,926 -45%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$565K -$90.9K -1,075 -14%
IFA
80
Interactive Financial Advisors
Illinois
$558K -$16.7K -198 -3%
AWM
81
Avior Wealth Management
Nebraska
$558K +$117K +1,380 +26%
ERWM
82
Elk River Wealth Management
Colorado
$556K -$16.8K -199 -3%
CCA
83
Clearwater Capital Advisors
Illinois
$544K -$24.8K -293 -4%
KWM
84
Keebeck Wealth Management
Illinois
$528K +$250K +2,959 +90%
BWA
85
Bordeaux Wealth Advisors
California
$527K +$527K +6,226 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$518K -$22.9K -271 -4%
PCM
87
Passive Capital Management
Maryland
$513K – – –
CCM
88
Coldstream Capital Management
Washington
$500K – – –
TP
89
Tranquility Partners
Tennessee
$497K – – –
IA
90
IFG Advisory
Georgia
$485K +$485K +5,729 New
CTC
91
Central Trust Company
Missouri
$482K +$367K +4,340 +321%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$476K – – –
EWM
93
Empirical Wealth Management
Washington
$448K -$257K -3,037 -36%
NCM
94
Nelson Capital Management
California
$446K +$446K +5,275 New
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$445K – – –
MWM
96
Maltin Wealth Management
New Jersey
$441K +$4.74K +56 +1%
SPIA
97
Steward Partners Investment Advisory
New York
$440K – – –
IWC
98
Integrated Wealth Concepts
Massachusetts
$431K -$451K -5,331 -51%
UCFA
99
United Capital Financial Advisors
Texas
$430K -$16.9K -200 -4%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$422K -$253K -2,990 -37%
2 3
4
5 6