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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.9M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$2M
4
CAS
4
Coppell Advisory Solutions
Texas
$1.71M
5
OAS
5
Optivise Advisory Services
Tennessee
$1.67M

Top Sellers

1
DWM
1
Dakota Wealth Management
Florida
$383K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$82.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$1M
4
UBS Group
4
UBS Group
Switzerland
$7.12M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
101
Relyea Zuckerberg Hanson
Connecticut
$491K – – –
EWM
102
Empirical Wealth Management
Washington
$488K -$5.98K -64 -1%
IA
103
IFG Advisory
Georgia
$487K +$487K +5,214 New
AWM
104
Avior Wealth Management
Nebraska
$475K – – –
GA
105
GSG Advisors
New Jersey
$473K +$3.83K +41 +0.8%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$471K +$101K +1,081 +27%
SPIA
107
Steward Partners Investment Advisory
New York
$465K – – –
SWP
108
Stratos Wealth Partners
Ohio
$457K +$93 +1 +0%
PAS
109
Park Avenue Securities
New York
$443K +$443K +4,749 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$428K – – –
GFG
111
Goldstone Financial Group
Illinois
$420K +$420K +4,497 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$419K -$18.9K -202 -4%
BPA
113
Beacon Pointe Advisors
California
$415K – – –
AC
114
Avestar Capital
New York
$415K +$415K +4,439 New
FHB
115
First Hawaiian Bank
Hawaii
$413K – – –
MWM
116
Maltin Wealth Management
New Jersey
$408K +$4.01K +43 +1%
FT
117
Fiduciary Trust
Massachusetts
$392K +$65.5K +702 +20%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$387K -$1.31K -14 -0.3%
MGWA
119
Monument Group Wealth Advisors
Massachusetts
$385K – – –
DWM
120
Dakota Wealth Management
Florida
$383K -$3.54M -37,969 -90%
BRWA
121
B. Riley Wealth Advisors
Florida
$377K -$13K -139 -3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$377K +$4.67K +50 +1%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$372K +$235K +2,516 +171%
AAS
124
Avantax Advisory Services
Texas
$352K -$1.68K -18 -0.5%
WWM
125
Western Wealth Management
Colorado
$348K +$90.8K +973 +35%
3 4
5
6 7