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WisdomTree US High Dividend Fund

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
126
Iams Wealth Management
Nebraska
$258K +$258K +3,311 New
RCA
127
Ranch Capital Advisors
Florida
$250K +$11.6K +148 +5%
MCA
128
MSH Capital Advisors
Arizona
$246K
EA
129
Efficient Advisors
Ohio
$243K -$6.24K -80 -3%
EWA
130
Exencial Wealth Advisors
Oklahoma
$242K -$21K -269 -8%
CAWM
131
Capital Advisors Wealth Management
Washington
$236K -$13.1K -168 -5%
WCF
132
West Coast Financial
California
$234K
SYBT
133
Stock Yards Bank & Trust
Kentucky
$234K
AC
134
Avant Capital
Louisiana
$233K +$546 +7 +0.2%
VFO
135
Virtus Family Office
Texas
$232K +$10.5K +135 +5%
HL
136
HeadInvest LLC
Maine
$226K -$190K -2,480 -46%
ONB
137
Old National Bancorp
Indiana
$225K
AWM
138
Apollon Wealth Management
South Carolina
$222K +$703 +9 +0.3%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$215K -$206K -2,642 -49%
WB
140
Webster Bank
Connecticut
$213K
WWM
141
Western Wealth Management
Colorado
$211K -$2.73K -35 -1%
AWS
142
Atria Wealth Solutions
New York
$206K +$206K +2,637 New
US Bancorp
143
US Bancorp
Minnesota
$181K
CPA
144
Cardiff Park Advisors
California
$176K +$859 +11 +0.5%
IA
145
IFP Advisors
Florida
$173K
LC
146
Lindbrook Capital
California
$172K
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$155K +$155K +1,986 New
GWM
148
Geneos Wealth Management
Colorado
$143K -$8.43K -108 -6%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$141K
SFC
150
SYM Financial Corp
Indiana
$136K +$136K +1,741 New