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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
4
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
101
Relyea Zuckerberg Hanson
Connecticut
$419K – – –
CA
102
Claro Advisors
Massachusetts
$402K +$67.8K +852 +20%
GWSG
103
GPS Wealth Strategies Group
Colorado
$400K – – –
MWM
104
Maripau Wealth Management
Indiana
$382K +$382K +4,806 New
OPS
105
Orion Portfolio Solutions
Nebraska
$365K +$85.6K +1,076 +31%
BCI
106
Brinker Capital Investments
Pennsylvania
$365K +$85.6K +1,076 +31%
AWA
107
Arete Wealth Advisors
Illinois
$363K – – –
FHB
108
First Hawaiian Bank
Hawaii
$352K – – –
DC
109
Davenport & Co
Virginia
$348K -$74.5K -936 -18%
TFG
110
Tilson Financial Group
New Jersey
$344K – – –
SC
111
Savant Capital
Illinois
$341K +$3.34K +42 +1%
AWM
112
Avior Wealth Management
Nebraska
$340K +$17K +213 +5%
TW
113
Transform Wealth
Colorado
$318K – – –
FWCM
114
Ferguson Wellman Capital Management
Oregon
$315K – – –
MCC
115
Money Concepts Capital
Florida
$312K +$312K +3,924 New
SFA
116
Sequoia Financial Advisors
Ohio
$284K +$1.75K +22 +0.6%
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$282K -$96.7K -1,215 -26%
VCS
118
Vaughan & Co Securities
New Jersey
$278K – – –
FT
119
Fiduciary Trust
Massachusetts
$278K – – –
EWA
120
Exencial Wealth Advisors
Oklahoma
$268K -$91.5K -1,150 -25%
SCM
121
Schnieders Capital Management
California
$266K – – –
GS
122
GTS Securities
New York
$265K +$265K +3,328 New
CAWM
123
Capital Advisors Wealth Management
Washington
$254K -$7.4K -93 -3%
EA
124
Efficient Advisors
Ohio
$254K +$9.95K +125 +4%
FHA
125
Flagship Harbor Advisors
Massachusetts
$253K +$36.4K +457 +17%
3 4
5
6 7