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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

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
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.03%
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
LPL Financial
California
$94M
2
OCM
One Capital Management
California
$13.5M
3
PP
Prudential plc
United Kingdom
$7.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$73M
5
Wells Fargo
Wells Fargo
California
$25.6M

Top Sellers

1
LWM
Ledge Wealth Management
Minnesota
$0
2
Jane Street
Jane Street
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$36.7M
4
SWP
Stratos Wealth Partners
Ohio
$264K
5
UBS Group
UBS Group
Switzerland
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
126
Old National Bancorp
Indiana
$219K – – –
AWM
127
Apollon Wealth Management
South Carolina
$213K +$758 +10 +0.4%
IWC
128
Integrated Wealth Concepts
Massachusetts
$213K +$13K +172 +7%
CAN
129
Claraphi Advisory Network
United States
$210K +$210K +2,776 New
WB
130
Webster Bank
Connecticut
$207K – – –
FHA
131
Flagship Harbor Advisors
Massachusetts
$206K +$206K +2,711 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$201K -$32.5K -429 -14%
WFA
133
Wipfli Financial Advisors
Wisconsin
$181K +$181K +2,382 New
MA
134
MUFG Americas
New York
$178K -$151K -2,000 -46%
US Bancorp
135
US Bancorp
Minnesota
$176K – – –
LC
136
Lindbrook Capital
California
$167K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$144K -$441K -5,805 -75%
CFO
138
CVA Family Office
Colorado
$140K +$1.51K +20 +1%
AWM
139
Avior Wealth Management
Nebraska
$139K – – –
BFPW
140
BOK Financial Private Wealth
Colorado
$136K -$86.9K -1,150 -39%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$136K – – –
QCG
142
Quadrant Capital Group
Ohio
$98K – – –
First Manhattan
143
First Manhattan
New York
$98K +$76 +1 +0.1%
CFGS
144
Concourse Financial Group Securities
Alabama
$94K +$2.81K +37 +3%
GWM
145
Geneos Wealth Management
Colorado
$90K – – –
WPWM
146
Western Pacific Wealth Management
Illinois
$87K – – –
CTC
147
Central Trust Company
Missouri
$85K +$85K +1,117 New
AF
148
Allworth Financial
California
$83K +$83K +1,100 New
AA
149
Ancora Advisors
Ohio
$73K +$229 +3 +0.3%
Citigroup
150
Citigroup
New York
$72K -$303 -4 -0.4%
4 5
6
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