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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
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
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$43.7M | |
| 2 | +$11.8M | |
| 3 | +$7.8M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.32M |
Top Sellers
| 1 | -$9.81M | |
| 2 | -$6.64M | |
| 3 | -$4.96M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.14M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.42M |