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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.7M
2
Morgan Stanley
Morgan Stanley
New York
$24.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
$2M
4
CAS
Coppell Advisory Solutions
Texas
$1.71M
5
OAS
Optivise Advisory Services
Tennessee
$1.67M

Top Sellers

1
DWM
Dakota Wealth Management
Florida
$383K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$82.1M
3
Goldman Sachs
Goldman Sachs
New York
$1M
4
UBS Group
UBS Group
Switzerland
$7.12M
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
126
Independent Advisor Alliance
North Carolina
$340K +$340K +3,645 New
UCFA
127
United Capital Financial Advisors
Texas
$336K -$139K -1,488 -29%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$336K -$483K -5,178 -59%
SFA
129
Sequoia Financial Advisors
Ohio
$335K +$24.1K +258 +8%
CAWM
130
Capital Advisors Wealth Management
Washington
$331K +$9.99K +107 +3%
TFG
131
Tilson Financial Group
New Jersey
$323K – – –
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$315K -$192K -2,056 -38%
M&T Bank
133
M&T Bank
New York
$314K – – –
SCM
134
Schnieders Capital Management
California
$312K – – –
MCA
135
MSH Capital Advisors
Arizona
$311K +$16.6K +178 +6%
VCS
136
Vaughan & Co Securities
New Jersey
$303K – – –
BIG
137
Brooklyn Investment Group
New York
$297K +$297K +3,176 New
EFA
138
Edge Financial Advisors
Illinois
$284K +$2.8K +30 +1%
WCF
139
West Coast Financial
California
$280K – – –
TW
140
Transform Wealth
Colorado
$276K – – –
IWM
141
Iams Wealth Management
Nebraska
$274K +$274K +2,935 New
FPAS
142
Focus Partners Advisor Solutions
Missouri
$271K – – –
ONB
143
Old National Bancorp
Indiana
$269K – – –
EH
144
Equitable Holdings
New York
$269K +$61.2K +655 +29%
GAM
145
Gemmer Asset Management
California
$268K +$268K +2,874 New
AWM
146
Apollon Wealth Management
South Carolina
$265K +$560 +6 +0.2%
RCA
147
Ranch Capital Advisors
Florida
$260K +$1.4K +15 +0.5%
VCM
148
Vivaldi Capital Management
Illinois
$257K +$257K +2,649 New
WPC
149
Wedmont Private Capital
Pennsylvania
$246K – – –
KW
150
KWB Wealth
California
$237K -$10.5K -112 -4%
4 5
6
7 8