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WisdomTree US High Dividend Fund

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
101
Maripau Wealth Management
Indiana
$427K +$51.8K +663 +14%
CA
102
Claro Advisors
Massachusetts
$419K +$24.3K +311 +6%
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$418K -$160K -2,052 -28%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$411K
SPIA
105
Steward Partners Investment Advisory
New York
$406K -$33.6K -430 -8%
MWM
106
Maltin Wealth Management
New Jersey
$401K -$25.6K -328 -6%
GWSG
107
GPS Wealth Strategies Group
Colorado
$392K
GA
108
GSG Advisors
New Jersey
$377K +$377K +4,826 New
BPA
109
Beacon Pointe Advisors
California
$351K +$351K +4,498 New
FHB
110
First Hawaiian Bank
Hawaii
$346K
AWM
111
Avior Wealth Management
Nebraska
$342K +$8.74K +112 +3%
TFG
112
Tilson Financial Group
New Jersey
$337K
SC
113
Savant Capital
Illinois
$332K -$3.28K -42 -1%
FCA
114
FinTrust Capital Advisors
South Carolina
$328K +$105K +1,341 +47%
GCP
115
GSA Capital Partners
United Kingdom
$320K +$320K +4,104 New
TW
116
Transform Wealth
Colorado
$312K
FWCM
117
Ferguson Wellman Capital Management
Oregon
$310K
T
118
TRUADVICE
Florida
$304K +$304K +4,011 New
SFA
119
Sequoia Financial Advisors
Ohio
$281K +$1.72K +22 +0.6%
DC
120
Davenport & Co
Virginia
$279K -$62.4K -800 -18%
VCS
121
Vaughan & Co Securities
New Jersey
$273K
FT
122
Fiduciary Trust
Massachusetts
$273K
AWA
123
Arete Wealth Advisors
Illinois
$268K -$88.8K -1,137 -25%
FHA
124
Flagship Harbor Advisors
Massachusetts
$264K +$15K +192 +6%
SCM
125
Schnieders Capital Management
California
$261K