DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
2
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
4
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$430K – – –
BPA
102
Beacon Pointe Advisors
California
$417K – – –
FHB
103
First Hawaiian Bank
Hawaii
$415K – – –
MWM
104
Maltin Wealth Management
New Jersey
$406K -$82.5K -879 -17%
BRWA
105
B. Riley Wealth Advisors
Florida
$391K -$36.1K -385 -8%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$390K -$236K -2,519 -38%
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$386K – – –
FHA
108
Flagship Harbor Advisors
Massachusetts
$374K +$374K +3,984 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$371K +$72.5K +773 +24%
EWA
110
EP Wealth Advisors
California
$364K +$364K +3,881 New
FCA
111
FinTrust Capital Advisors
South Carolina
$362K – – –
AAS
112
Avantax Advisory Services
Texas
$355K +$7.41K +79 +2%
VFO
113
Virtus Family Office
Texas
$345K -$1.03K -11 -0.3%
CAM
114
Cresset Asset Management
Illinois
$338K – – –
FT
115
Fiduciary Trust
Massachusetts
$328K – – –
TFG
116
Tilson Financial Group
New Jersey
$325K – – –
CAWM
117
Capital Advisors Wealth Management
Washington
$322K +$2.72K +29 +0.9%
AI
118
Atria Investments
North Carolina
$321K +$15.6K +166 +5%
M&T Bank
119
M&T Bank
New York
$315K +$315K +3,359 New
SCM
120
Schnieders Capital Management
California
$313K – – –
SFA
121
Sequoia Financial Advisors
Ohio
$313K +$1.69K +18 +0.5%
VCS
122
Vaughan & Co Securities
New Jersey
$304K – – –
MCA
123
MSH Capital Advisors
Arizona
$295K – – –
FWCM
124
Ferguson Wellman Capital Management
Oregon
$295K – – –
EFA
125
Edge Financial Advisors
Illinois
$282K +$282K +3,008 New
3 4
5
6 7