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WisdomTree US High Dividend Fund

201 hedge funds and large institutions have $511M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
49
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
126
Efficient Advisors
Ohio
$249K -$10.1K -119 -4%
FPAS
127
Focus Partners Advisor Solutions
Missouri
$246K +$24.5K +289 +11%
ONB
128
Old National Bancorp
Indiana
$244K
KW
129
KWB Wealth
California
$243K -$29.3K -338 -11%
FPCP
130
Fort Point Capital Partners
California
$243K
AWM
131
Apollon Wealth Management
South Carolina
$239K -$15.5K -183 -6%
WPC
132
Wedmont Private Capital
Pennsylvania
$235K +$235K +2,691 New
WWM
133
Western Wealth Management
Colorado
$233K +$4.4K +52 +2%
WB
134
Webster Bank
Connecticut
$231K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$221K +$11K +130 +5%
GWSG
136
GPS Wealth Strategies Group
Colorado
$213K
DC
137
Davenport & Co
Virginia
$212K
CL
138
Choreo LLC
Illinois
$211K
RWM
139
Revisor Wealth Management
Ohio
$211K -$211K -2,495 -50%
US Bancorp
140
US Bancorp
Minnesota
$197K
AF
141
Advisornet Financial
Minnesota
$196K +$592 +7 +0.3%
CPA
142
Cardiff Park Advisors
California
$194K +$1.02K +12 +0.5%
LC
143
Lindbrook Capital
California
$187K
GWM
144
Geneos Wealth Management
Colorado
$155K +$169 +2 +0.1%
CSC
145
Caldwell Sutter Capital
California
$137K +$47.5K +562 +53%
AF
146
Allworth Financial
California
$112K
CFGS
147
Concourse Financial Group Securities
Alabama
$102K -$3.13K -37 -3%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$102K
CPBTD
149
Central Pacific Bank - Trust Division
Hawaii
$102K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$99K +$99K +1,161 New