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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.9M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$2M
4
CAS
4
Coppell Advisory Solutions
Texas
$1.71M
5
OAS
5
Optivise Advisory Services
Tennessee
$1.67M

Top Sellers

1
DWM
1
Dakota Wealth Management
Florida
$383K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$82.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$1M
4
UBS Group
4
UBS Group
Switzerland
$7.12M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
76
Oxinas Partners Wealth Management
Indiana
$815K -$93.4K -1,000 -10%
CAL
77
Capital Advisors Ltd
Ohio
$774K – – –
AI
78
Atria Investments
North Carolina
$754K +$434K +4,647 +136%
JWCA
79
J.W. Cole Advisors
Florida
$749K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$748K -$356K -3,815 -32%
Jane Street
81
Jane Street
New York
$743K -$92.5K -991 -11%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$739K +$3.45K +37 +0.5%
AA
83
Armis Advisers
Georgia
$692K +$692K +7,407 New
CFG
84
Cooper Financial Group
California
$680K -$18.7K -200 -3%
CTC
85
Central Trust Company
Missouri
$670K +$11.2K +120 +2%
Stifel Financial
86
Stifel Financial
Missouri
$657K -$43.3K -464 -6%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$657K +$4.39K +47 +0.7%
SA
88
Sanctuary Advisors
Indiana
$614K -$69.1K -716 -10%
CCA
89
Clearwater Capital Advisors
Illinois
$600K -$93 -1 -0%
BWA
90
Bordeaux Wealth Advisors
California
$592K +$5.79K +62 +1%
FPCP
91
Fort Point Capital Partners
California
$569K +$569K +6,097 New
IFA
92
Interactive Financial Advisors
Illinois
$569K -$8.78K -94 -2%
PCM
93
Passive Capital Management
Maryland
$566K – – –
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$554K +$554K +5,936 New
SC
95
Savant Capital
Illinois
$549K -$50K -536 -8%
TP
96
Tranquility Partners
Tennessee
$548K – – –
CCM
97
Coldstream Capital Management
Washington
$547K – – –
ERWM
98
Elk River Wealth Management
Colorado
$543K -$33.1K -354 -6%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$525K – – –
NCM
100
Nelson Capital Management
California
$492K – – –
2 3
4
5 6