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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LC
151
Lindbrook Capital
California
$190K
GWM
152
Geneos Wealth Management
Colorado
$167K +$63.8K +741 +62%
SPIA
153
Steward Partners Investment Advisory
New York
$163K
CFO
154
CVA Family Office
Colorado
$161K +$1.64K +19 +1%
AWM
155
Avior Wealth Management
Nebraska
$158K
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$155K
BFPW
157
BOK Financial Private Wealth
Colorado
$155K
EI
158
Ellevest Inc
New York
$119K +$119K +1,378 New
First Manhattan
159
First Manhattan
New York
$112K
QCG
160
Quadrant Capital Group
Ohio
$111K
GJIA
161
Glass Jacobson Investment Advisors
Maryland
$110K +$110K +1,283 New
WPWM
162
Western Pacific Wealth Management
Illinois
$99.8K
BAM
163
Belpointe Asset Management
Nevada
$93.7K +$93.7K +1,089 New
AA
164
Ancora Advisors
Ohio
$83K +$173 +2 +0.2%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$82.6K +$82.6K +960 New
Citigroup
166
Citigroup
New York
$81.8K
CTC
167
Central Trust Company
Missouri
$78.2K -$17.9K -208 -19%
NA
168
NewEdge Advisors
Louisiana
$62.7K +$62.7K +729 New
NFSG
169
Newbridge Financial Services Group
Florida
$62.2K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$52.2K
SBL
171
Sargent Bickham Lagudis
Colorado
$50K
FCFS
172
First Command Financial Services
Texas
$49K
FCB
173
First Command Bank
Texas
$49K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$45K
WAM
175
Worth Asset Management
Texas
$43.8K +$40.4K +470 +1,205%