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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
4
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
126
MSH Capital Advisors
Arizona
$251K – – –
FCA
127
FinTrust Capital Advisors
South Carolina
$246K – – –
RCA
128
Ranch Capital Advisors
Florida
$243K -$10.5K -132 -4%
WCF
129
West Coast Financial
California
$239K – – –
SYBT
130
Stock Yards Bank & Trust
Kentucky
$238K -$21.9K -275 -8%
FTUS
131
Flow Traders U.S.
New York
$237K -$6.01M -75,504 -96%
AC
132
Avant Capital
Louisiana
$237K -$12K -151 -5%
HHGA
133
Halbert Hargrove Global Advisors
California
$235K +$235K +2,954 New
ONB
134
Old National Bancorp
Indiana
$230K – – –
AWM
135
Apollon Wealth Management
South Carolina
$226K +$796 +10 +0.4%
VFO
136
Virtus Family Office
Texas
$226K -$228K -2,861 -50%
WWM
137
Western Wealth Management
Colorado
$218K -$328K -4,128 -60%
WB
138
Webster Bank
Connecticut
$217K – – –
US Bancorp
139
US Bancorp
Minnesota
$185K – – –
CPA
140
Cardiff Park Advisors
California
$179K +$796 +10 +0.4%
IA
141
IFP Advisors
Florida
$176K -$244K -3,062 -58%
LC
142
Lindbrook Capital
California
$175K – – –
GWM
143
Geneos Wealth Management
Colorado
$154K +$80 +1 +0.1%
CFO
144
CVA Family Office
Colorado
$152K +$1.59K +20 +1%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$143K – – –
BFPW
146
BOK Financial Private Wealth
Colorado
$143K – – –
First Manhattan
147
First Manhattan
New York
$103K – – –
QCG
148
Quadrant Capital Group
Ohio
$103K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$98.4K -$181K -2,274 -65%
WPWM
150
Western Pacific Wealth Management
Illinois
$92.3K – – –
4 5
6
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