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WisdomTree US High Dividend Fund

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
126
Sequoia Financial Advisors
Ohio
$266K +$5.76K +70 +2%
BFP
127
Briaud Financial Planning
Texas
$255K +$255K +3,100 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$253K +$47.4K +577 +23%
WCF
129
West Coast Financial
California
$247K
CCFM
130
Clear Creek Financial Management
Washington
$246K
FCA
131
FinTrust Capital Advisors
South Carolina
$244K -$74.4K -910 -23%
BFPW
132
BOK Financial Private Wealth
Colorado
$243K -$577 -7 -0.2%
ONB
133
Old National Bancorp
Indiana
$237K
AWM
134
Apollon Wealth Management
South Carolina
$230K -$8.13K -99 -3%
WB
135
Webster Bank
Connecticut
$225K
1IA
136
1834 Investment Advisors
Wisconsin
$225K +$19.1K +232 +9%
IWC
137
Integrated Wealth Concepts
Massachusetts
$217K -$60.4K -736 -22%
GW
138
GW & Wade
Massachusetts
$216K
MCC
139
Money Concepts Capital
Florida
$206K -$48.4K -582 -19%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$206K
CL
141
Choreo LLC
Illinois
$206K
AWA
142
Arkadios Wealth Advisors
Georgia
$203K -$7.48K -91 -4%
US Bancorp
143
US Bancorp
Minnesota
$191K +$156K +1,896 +442%
LC
144
Lindbrook Capital
California
$181K
AWM
145
Avior Wealth Management
Nebraska
$151K
CFO
146
CVA Family Office
Colorado
$151K +$1.57K +19 +1%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$148K -$5.1K -62 -3%
First Manhattan
148
First Manhattan
New York
$106K
QCG
149
Quadrant Capital Group
Ohio
$106K
CFGS
150
Concourse Financial Group Securities
Alabama
$99K