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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
Jane Street
4
Jane Street
New York
$6.64M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$23M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CG
4
Colony Group
Massachusetts
$2.35M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
101
Simmons Bank
Arkansas
$371K -$311K -3,778 -46%
FHB
102
First Hawaiian Bank
Hawaii
$364K – – –
MA
103
MUFG Americas
New York
$358K +$358K +4,354 New
IA
104
IFP Advisors
Florida
$357K – – –
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$350K -$2.8K -34 -0.8%
EWA
106
Exencial Wealth Advisors
Oklahoma
$349K +$741 +9 +0.2%
SYBT
107
Stock Yards Bank & Trust
Kentucky
$344K +$344K +4,180 New
AW
108
ACG Wealth
Georgia
$339K +$82 +1 +0%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$335K -$56K -680 -14%
TW
110
Transform Wealth
Colorado
$333K – – –
CDIA
111
Capital Directions Investment Advisors
Georgia
$329K – – –
FWCM
112
Ferguson Wellman Capital Management
Oregon
$326K – – –
AC
113
Avant Capital
Louisiana
$325K +$33.4K +406 +11%
EWA
114
EP Wealth Advisors
California
$319K +$319K +3,881 New
HIS
115
Harvest Investment Services
Illinois
$314K -$30.4K -369 -9%
PAM
116
Peak Asset Management
Colorado
$314K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$308K +$21.2K +258 +7%
COCM
118
Charter Oak Capital Management
New Hampshire
$305K – – –
VCS
119
Vaughan & Co Securities
New Jersey
$300K – – –
RA
120
RFG Advisory
Alabama
$300K +$3.59K +43 +1%
EA
121
Efficient Advisors
Ohio
$291K -$22.6K -275 -7%
CAWM
122
Capital Advisors Wealth Management
Washington
$277K +$3.05K +37 +1%
SCM
123
Schnieders Capital Management
California
$275K – – –
RCA
124
Ranch Capital Advisors
Florida
$268K +$1.98K +24 +0.7%
MCA
125
MSH Capital Advisors
Arizona
$267K – – –
3 4
5
6 7