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WisdomTree US High Dividend Fund

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
126
Davenport & Co
Virginia
$255K -$38.1K -464 -13%
WCF
127
West Coast Financial
California
$247K
ONB
128
Old National Bancorp
Indiana
$237K
AWM
129
Apollon Wealth Management
South Carolina
$235K +$740 +9 +0.3%
WB
130
Webster Bank
Connecticut
$224K
WWM
131
Western Wealth Management
Colorado
$222K
VFO
132
Virtus Family Office
Texas
$222K -$22K -267 -9%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$221K -$5.34K -65 -2%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$216K +$216K +2,629 New
GWSG
135
GPS Wealth Strategies Group
Colorado
$207K -$206K -2,508 -50%
CL
136
Choreo LLC
Illinois
$206K +$206K +2,505 New
EWA
137
Exencial Wealth Advisors
Oklahoma
$204K -$50.5K -615 -20%
GW
138
GW & Wade
Massachusetts
$204K +$204K +2,480 New
AWS
139
Atria Wealth Solutions
New York
$203K -$13.8K -168 -6%
AF
140
Advisornet Financial
Minnesota
$200K -$747K -9,092 -79%
US Bancorp
141
US Bancorp
Minnesota
$191K
CPA
142
Cardiff Park Advisors
California
$186K +$986 +12 +0.5%
LC
143
Lindbrook Capital
California
$181K
AWM
144
Avior Wealth Management
Nebraska
$151K -$210K -2,551 -58%
CTC
145
Central Trust Company
Missouri
$151K +$26.1K +317 +21%
GWM
146
Geneos Wealth Management
Colorado
$150K +$164 +2 +0.1%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$148K
CFB
148
Cullen/Frost Bankers
Texas
$116K +$116K +1,407 New
CFGS
149
Concourse Financial Group Securities
Alabama
$102K
IA
150
IFP Advisors
Florida
$95.7K -$86K -1,046 -47%