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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
Morgan Stanley
New York
$55.6M
4
CAM
Concorde Asset Management
Michigan
$4.37M
5
GLA
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
LPL Financial
California
$65.8M
2
FMLI
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
Wells Fargo
California
$30.4M
5
MLA
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$289K +$289K +3,513 New
BCI
127
Brinker Capital Investments
Pennsylvania
$289K +$289K +3,513 New
CFGS
128
Concourse Financial Group Securities
Alabama
$289K -$147K -1,790 -34%
VCS
129
Vaughan & Co Securities
New Jersey
$288K – – –
FT
130
Fiduciary Trust
Massachusetts
$287K -$37K -450 -11%
SCM
131
Schnieders Capital Management
California
$275K – – –
CAWM
132
Capital Advisors Wealth Management
Washington
$270K +$4.36K +53 +2%
IWM
133
Iams Wealth Management
Nebraska
$269K – – –
SYBT
134
Stock Yards Bank & Trust
Kentucky
$269K -$72K -875 -21%
RCA
135
Ranch Capital Advisors
Florida
$262K -$7.41K -90 -3%
BSW
136
Buckingham Strategic Wealth
Missouri
$260K – – –
MCA
137
MSH Capital Advisors
Arizona
$259K -$8.23K -100 -3%
AC
138
Avant Capital
Louisiana
$257K -$6.75K -82 -3%
EA
139
Efficient Advisors
Ohio
$252K -$2.47K -30 -1%
WCF
140
West Coast Financial
California
$247K – – –
FCA
141
FinTrust Capital Advisors
South Carolina
$246K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$245K +$30.9K +375 +14%
ONB
143
Old National Bancorp
Indiana
$237K – – –
Fisher Asset Management
144
Fisher Asset Management
Washington
$236K +$236K +2,863 New
AWM
145
Apollon Wealth Management
South Carolina
$233K +$741 +9 +0.3%
SPIA
146
Steward Partners Investment Advisory
New York
$231K +$75.2K +914 +48%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$229K -$562K -6,835 -71%
WB
148
Webster Bank
Connecticut
$225K – – –
FHA
149
Flagship Harbor Advisors
Massachusetts
$224K -$25.2K -306 -10%
UWM
150
USAdvisors Wealth Management
Minnesota
$218K +$6.49K +79 +3%
4 5
6
7 8