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WisdomTree US High Dividend Fund
175 hedge funds and large institutions have $571M invested in WisdomTree US High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 46
1.04% more ownership
Funds ownership: 49.29% → 50.32% (+1%)
4% more capital invested
Capital invested by funds: $550M → $571M (+$21.2M)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 178 → 175 (-3)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
66
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$47.8M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$12.9M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$8.54M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.82M |
Top Sellers
| 1 |
LWM
Ledge Wealth Management
Sartell,
Minnesota
|
-$9.81M |
| 2 |
Jane Street
New York
|
-$6.64M |
| 3 |
Morgan Stanley
New York
|
-$5.43M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.53M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.65M |
