DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$123M
2
OCM
2
One Capital Management
California
$28.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M
4
Truist Financial
4
Truist Financial
North Carolina
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.2M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$906K
2
CB
2
Commerce Bank
Missouri
$1.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$11.9M
5
KW
5
KWB Wealth
California
$470K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFO
101
Virtus Family Office
Texas
$491K +$491K +5,706 New
IFA
102
Interactive Financial Advisors
Illinois
$485K +$5.68K +66 +1%
MWM
103
Maltin Wealth Management
New Jersey
$475K -$4.22K -49 -0.9%
KW
104
KWB Wealth
California
$470K -$530K -6,160 -53%
DC
105
Davenport & Co
Virginia
$457K -$4.91K -57 -1%
CFGS
106
Concourse Financial Group Securities
Alabama
$456K +$350K +4,064 +329%
RZH
107
Relyea Zuckerberg Hanson
Connecticut
$453K – – –
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$420K +$258 +3 +0.1%
FHB
109
First Hawaiian Bank
Hawaii
$381K – – –
TFG
110
Tilson Financial Group
New Jersey
$372K +$372K +4,322 New
EWA
111
Exencial Wealth Advisors
Oklahoma
$366K +$689 +8 +0.2%
PTC
112
Private Trust Company
Ohio
$362K +$362K +4,209 New
SYBT
113
Stock Yards Bank & Trust
Kentucky
$357K -$3.01K -35 -0.8%
TW
114
Transform Wealth
Colorado
$348K – – –
CDIA
115
Capital Directions Investment Advisors
Georgia
$344K +$344K +4,000 New
RW
116
Reframe Wealth
Virginia
$344K +$344K +4,000 New
FWCM
117
Ferguson Wellman Capital Management
Oregon
$341K – – –
FT
118
Fiduciary Trust
Massachusetts
$339K -$344 -4 -0.1%
PAM
119
Peak Asset Management
Colorado
$328K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$326K +$323K +3,747 +12,087%
SFA
121
Sequoia Financial Advisors
Ohio
$304K +$24.1K +280 +9%
VCS
122
Vaughan & Co Securities
New Jersey
$301K -$6.11K -71 -2%
MCC
123
Money Concepts Capital
Florida
$299K +$6.45K +75 +2%
SCM
124
Schnieders Capital Management
California
$287K – – –
IWM
125
Iams Wealth Management
Nebraska
$285K +$285K +3,311 New
3 4
5
6 7