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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
2
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
4
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$704K +$27.5K +293 +4%
CFG
77
Cooper Financial Group
California
$702K – – –
NA
78
NewEdge Advisors
Louisiana
$668K -$1.73M -18,409 -72%
CTC
79
Central Trust Company
Missouri
$662K +$127K +1,359 +24%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$656K -$83.4K -889 -11%
NS
81
NBC Securities
Alabama
$647K +$187K +1,991 +41%
CCA
82
Clearwater Capital Advisors
Illinois
$603K – – –
SC
83
Savant Capital
Illinois
$602K -$106K -1,128 -15%
BWA
84
Bordeaux Wealth Advisors
California
$589K +$5.44K +58 +0.9%
IFA
85
Interactive Financial Advisors
Illinois
$580K -$38.8K -414 -6%
ERWM
86
Elk River Wealth Management
Colorado
$579K -$37.1K -395 -6%
PCM
87
Passive Capital Management
Maryland
$569K – – –
TP
88
Tranquility Partners
Tennessee
$551K – – –
CCM
89
Coldstream Capital Management
Washington
$550K -$4.69K -50 -0.8%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$528K – – –
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$508K -$64.5K -689 -11%
EWM
92
Empirical Wealth Management
Washington
$496K -$938 -10 -0.2%
NCM
93
Nelson Capital Management
California
$495K – – –
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$494K – – –
AWM
95
Avior Wealth Management
Nebraska
$477K -$141K -1,505 -23%
UCFA
96
United Capital Financial Advisors
Texas
$477K – – –
GA
97
GSG Advisors
New Jersey
$470K +$4.4K +47 +0.9%
SPIA
98
Steward Partners Investment Advisory
New York
$467K -$21.6K -230 -4%
SWP
99
Stratos Wealth Partners
Ohio
$459K +$459K +4,891 New
IWC
100
Integrated Wealth Concepts
Massachusetts
$440K -$37.8K -403 -8%
2 3
4
5 6