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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
126
Ranch Capital Advisors
Florida
$282K +$86 +1 +0%
MCA
127
MSH Capital Advisors
Arizona
$280K
CAWM
128
Capital Advisors Wealth Management
Washington
$278K +$2.75K +32 +1%
AC
129
Avant Capital
Louisiana
$276K -$32.3K -375 -10%
EA
130
Efficient Advisors
Ohio
$266K -$23.2K -270 -8%
CCFM
131
Clear Creek Financial Management
Washington
$266K +$8.61K +100 +3%
FHA
132
Flagship Harbor Advisors
Massachusetts
$261K +$27.7K +322 +12%
BSW
133
Buckingham Strategic Wealth
Missouri
$260K +$260K +3,020 New
WCF
134
West Coast Financial
California
$258K
HIS
135
Harvest Investment Services
Illinois
$248K -$67.4K -783 -21%
ONB
136
Old National Bancorp
Indiana
$248K
FCA
137
FinTrust Capital Advisors
South Carolina
$246K -$861 -10 -0.3%
CAP
138
Columbia Advisory Partners
Washington
$244K +$244K +2,840 New
AWM
139
Apollon Wealth Management
South Carolina
$243K +$689 +8 +0.3%
BF
140
BOK Financial
Oklahoma
$237K -$409K -4,751 -63%
WB
141
Webster Bank
Connecticut
$235K
SWP
142
Stratos Wealth Partners
Ohio
$227K -$72.8K -846 -24%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$224K -$4.48K -52 -2%
UWM
144
USAdvisors Wealth Management
Minnesota
$222K +$222K +2,573 New
GW
145
GW & Wade
Massachusetts
$221K +$221K +2,565 New
CL
146
Choreo LLC
Illinois
$216K +$216K +2,505 New
EWA
147
EP Wealth Advisors
California
$215K +$215K +2,500 New
RSC
148
Red Spruce Capital
Pennsylvania
$215K +$215K +2,500 New
CA
149
Claro Advisors
Massachusetts
$206K +$206K +2,396 New
US Bancorp
150
US Bancorp
Minnesota
$200K