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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.6M
4
CAM
4
Concorde Asset Management
Michigan
$4.37M
5
GLA
5
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65.8M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
3
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
4
Wells Fargo
California
$30.4M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Cullen Capital Management
New York
$477K +$477K +5,801 New
BRWA
102
B. Riley Wealth Advisors
Florida
$477K -$82.7K -1,005 -15%
IFA
103
Interactive Financial Advisors
Illinois
$469K +$4.61K +56 +1%
VFO
104
Virtus Family Office
Texas
$469K -$905 -11 -0.2%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$463K +$463K +5,624 New
MWM
106
Maltin Wealth Management
New Jersey
$458K +$4.2K +51 +0.9%
DC
107
Davenport & Co
Virginia
$436K – – –
RZH
108
Relyea Zuckerberg Hanson
Connecticut
$433K – – –
GWSG
109
GPS Wealth Strategies Group
Colorado
$413K +$413K +5,022 New
WWM
110
WJ Wealth Management
Arizona
$400K -$11.5M -140,338 -97%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$391K -$10.2K -124 -3%
AWA
112
Arete Wealth Advisors
Illinois
$376K – – –
EWA
113
Exencial Wealth Advisors
Oklahoma
$372K +$21.5K +261 +6%
KPWS
114
Kestra Private Wealth Services
Texas
$367K +$367K +4,461 New
IA
115
IFP Advisors
Florida
$366K -$360K -5,179 -50%
FHB
116
First Hawaiian Bank
Hawaii
$364K – – –
PTC
117
Private Trust Company
Ohio
$356K +$9.87K +120 +3%
TFG
118
Tilson Financial Group
New Jersey
$356K – – –
SC
119
Savant Capital
Illinois
$350K +$350K +4,249 New
CA
120
Claro Advisors
Massachusetts
$346K +$149K +1,808 +75%
AWM
121
Avior Wealth Management
Nebraska
$334K +$183K +2,226 +121%
TW
122
Transform Wealth
Colorado
$329K -$4.11K -50 -1%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$326K – – –
PAM
124
Peak Asset Management
Colorado
$314K – – –
SFA
125
Sequoia Financial Advisors
Ohio
$292K +$1.81K +22 +0.6%
3 4
5
6 7