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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$31.5M
2
DWM
2
Dakota Wealth Management
Florida
$5.45M
3
IWP
3
Invenio Wealth Partners
Florida
$17.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
LPL Financial
2
LPL Financial
California
$41.8M
3
Ameriprise
3
Ameriprise
Minnesota
$6.29M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$6.83M
5
FTUS
5
Flow Traders U.S.
New York
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
101
GSG Advisors
New Jersey
$422K +$3.09K +36 +0.7%
RWM
102
Revisor Wealth Management
Ohio
$421K +$421K +4,990 New
BPA
103
Beacon Pointe Advisors
California
$386K -$7.97K -92 -2%
FHB
104
First Hawaiian Bank
Hawaii
$384K – – –
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$379K -$210K -2,421 -36%
SC
106
Savant Capital
Illinois
$368K – – –
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$357K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$348K -$17.9K -207 -5%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$344K – – –
SFA
110
Sequoia Financial Advisors
Ohio
$309K +$1.39K +16 +0.5%
FHA
111
Flagship Harbor Advisors
Massachusetts
$306K +$13.4K +155 +5%
EH
112
Equitable Holdings
New York
$305K -$71.5K -825 -19%
FT
113
Fiduciary Trust
Massachusetts
$303K – – –
TFG
114
Tilson Financial Group
New Jersey
$300K – – –
CAWM
115
Capital Advisors Wealth Management
Washington
$292K +$1.91K +22 +0.7%
SCM
116
Schnieders Capital Management
California
$289K – – –
KWM
117
Keebeck Wealth Management
Illinois
$284K +$284K +3,278 New
VCS
118
Vaughan & Co Securities
New Jersey
$281K – – –
MCA
119
MSH Capital Advisors
Arizona
$273K – – –
KW
120
KWB Wealth
California
$272K -$148K -1,709 -35%
RCA
121
Ranch Capital Advisors
Florida
$272K +$1.04K +12 +0.4%
EA
122
Efficient Advisors
Ohio
$266K -$8.41K -97 -3%
EFA
123
Edge Financial Advisors
Illinois
$263K +$263K +3,034 New
AWM
124
Apollon Wealth Management
South Carolina
$261K +$13.4K +155 +5%
WCF
125
West Coast Financial
California
$260K – – –
3 4
5
6 7