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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GW
151
GW & Wade
Massachusetts
$211K
CL
152
Choreo LLC
Illinois
$206K
US Bancorp
153
US Bancorp
Minnesota
$191K
CPA
154
Cardiff Park Advisors
California
$184K +$184K +2,235 New
LC
155
Lindbrook Capital
California
$181K
AAS
156
Ameritas Advisory Services
Nebraska
$166K +$166K +2,020 New
GWM
157
Geneos Wealth Management
Colorado
$159K +$82 +1 +0.1%
CFO
158
CVA Family Office
Colorado
$156K +$1.56K +19 +1%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$148K
BFPW
160
BOK Financial Private Wealth
Colorado
$148K
First Manhattan
161
First Manhattan
New York
$107K -$82 -1 -0.1%
QCG
162
Quadrant Capital Group
Ohio
$106K
WPWM
163
Western Pacific Wealth Management
Illinois
$95.4K
AF
164
Allworth Financial
California
$90.5K -$463K -5,624 -84%
BAM
165
Belpointe Asset Management
Nevada
$89.6K
ANBT
166
American National Bank & Trust
Texas
$86K +$86K +1,045 New
Citigroup
167
Citigroup
New York
$75K -$3.21K -39 -4%
CTC
168
Central Trust Company
Missouri
$74K -$740 -9 -1%
AA
169
Ancora Advisors
Ohio
$66.8K -$12.1K -147 -15%
WIM
170
WealthPlan Investment Management
Nebraska
$65.8K +$65.8K +800 New
BTI
171
Blue Trust Inc
Georgia
$64K +$28.4K +329 +80%
NFSG
172
Newbridge Financial Services Group
Florida
$59.5K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$49.9K
PA
174
Parallel Advisors
California
$48.4K +$14.9K +181 +45%
CCP
175
Carmel Capital Partners
California
$48K +$48K +584 New