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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.7M
4
WWM
4
WJ Wealth Management
Arizona
$7.37M
5
Wells Fargo
5
Wells Fargo
California
$17.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.15M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
APP
4
Avantax Planning Partners
Iowa
$3.69M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
101
Efficient Advisors
Ohio
$336K -$25.4K -288 -7%
COCM
102
Charter Oak Capital Management
New Hampshire
$327K – – –
VCS
103
Vaughan & Co Securities
New Jersey
$321K -$882 -10 -0.3%
AC
104
Avant Capital
Louisiana
$313K +$441 +5 +0.1%
RA
105
RFG Advisory
Alabama
$313K +$313K +3,555 New
TRCT
106
Tower Research Capital (TRC)
New York
$307K -$122K -1,383 -28%
IWC
107
Integrated Wealth Concepts
Massachusetts
$298K -$71.6K -812 -19%
Stifel Financial
108
Stifel Financial
Missouri
$296K +$37.2K +423 +14%
SCM
109
Schnieders Capital Management
California
$294K – – –
CAWM
110
Capital Advisors Wealth Management
Washington
$293K +$881 +10 +0.3%
GRP
111
Global Retirement Partners
California
$293K +$293K +3,303 New
MCA
112
MSH Capital Advisors
Arizona
$286K – – –
NEWAS
113
N.E.W. Advisory Services
Wisconsin
$285K +$285K +3,722 New
RCA
114
Ranch Capital Advisors
Florida
$284K +$352 +4 +0.1%
SFA
115
Sequoia Financial Advisors
Ohio
$279K +$279K +3,163 New
MCC
116
Money Concepts Capital
Florida
$269K -$2.64K -30 -1%
WCF
117
West Coast Financial
California
$264K – – –
CCFM
118
Clear Creek Financial Management
Washington
$263K -$8.01K -91 -3%
BFPW
119
BOK Financial Private Wealth
Colorado
$260K – – –
AWM
120
Apollon Wealth Management
South Carolina
$255K +$5.1K +58 +2%
ONB
121
Old National Bancorp
Indiana
$254K – – –
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$253K -$24.2K -275 -9%
Citadel Advisors
123
Citadel Advisors
Florida
$247K -$395K -4,481 -62%
WB
124
Webster Bank
Connecticut
$240K – – –
GW
125
GW & Wade
Massachusetts
$231K – – –
3 4
5
6 7