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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.5M
2
DWM
Dakota Wealth Management
Florida
$5.45M
3
IWP
Invenio Wealth Partners
Florida
$17.2M
4
Goldman Sachs
Goldman Sachs
New York
$7.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.89M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.5M
2
LPL Financial
LPL Financial
California
$41.8M
3
Ameriprise
Ameriprise
Minnesota
$6.29M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.83M
5
FTUS
Flow Traders U.S.
New York
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$256K -$43K -496 -14%
TW
127
Transform Wealth
Colorado
$256K -$27K -312 -10%
SAW
128
Signal Advisors Wealth
Michigan
$250K +$250K +2,887 New
ONB
129
Old National Bancorp
Indiana
$250K – – –
FPCP
130
Fort Point Capital Partners
California
$249K -$1.13M -13,077 -82%
GS
131
GTS Securities
New York
$247K +$247K +2,853 New
MWM
132
Maripau Wealth Management
Indiana
$247K +$247K +2,850 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$245K +$12K +139 +5%
VFO
134
Virtus Family Office
Texas
$240K +$5.46K +63 +2%
WB
135
Webster Bank
Connecticut
$237K – – –
WWM
136
Western Wealth Management
Colorado
$234K – – –
FPAS
137
Focus Partners Advisor Solutions
Missouri
$227K +$227K +2,615 New
GWSG
138
GPS Wealth Strategies Group
Colorado
$218K – – –
DC
139
Davenport & Co
Virginia
$217K -$52K -600 -19%
CL
140
Choreo LLC
Illinois
$217K – – –
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$215K -$13.2K -152 -6%
BSW
142
Buckingham Strategic Wealth
Missouri
$204K +$204K +2,352 New
US Bancorp
143
US Bancorp
Minnesota
$201K – – –
AAS
144
Avantax Advisory Services
Texas
$201K +$201K +2,323 New
AF
145
Advisornet Financial
Minnesota
$201K -$10.6K -122 -5%
CPA
146
Cardiff Park Advisors
California
$197K +$693 +8 +0.4%
LC
147
Lindbrook Capital
California
$191K – – –
GWM
148
Geneos Wealth Management
Colorado
$159K +$173 +2 +0.1%
CTC
149
Central Trust Company
Missouri
$117K -$41.4K -478 -26%
AF
150
Allworth Financial
California
$109K +$13.7K +158 +14%
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6
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