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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
One Capital Management
California
$0
2
LPL Financial
LPL Financial
California
$54.9M
3
Morgan Stanley
Morgan Stanley
New York
$45.3M
4
Truist Financial
Truist Financial
North Carolina
$2.33M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$87.5K – – –
Citigroup
152
Citigroup
New York
$72.6K – – –
AA
153
Ancora Advisors
Ohio
$64.8K +$159 +2 +0.2%
WIM
154
WealthPlan Investment Management
Nebraska
$63.7K – – –
BTI
155
Blue Trust Inc
Georgia
$61K – – –
NFSG
156
Newbridge Financial Services Group
Florida
$57.5K – – –
GJIA
157
Glass Jacobson Investment Advisors
Maryland
$52.2K +$52.2K +657 New
CCP
158
Carmel Capital Partners
California
$46.5K – – –
FCFS
159
First Command Financial Services
Texas
$45.4K – – –
FCB
160
First Command Bank
Texas
$45.4K – – –
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$44.1K -$4.14K -52 -9%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$41.6K – – –
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8K – – –
CT
164
Colonial Trust
South Carolina
$39.8K – – –
CTC
165
Central Trust Company
Missouri
$38.1K -$33.5K -421 -47%
PA
166
PSI Advisors
Florida
$33.2K -$5.17K -65 -13%
GEA
167
Glen Eagle Advisors
New Jersey
$31.8K – – –
CWP
168
Concord Wealth Partners
Virginia
$30.5K – – –
PA
169
Parallel Advisors
California
$29K -$17.8K -223 -38%
BCMLT
170
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.6K – – –
TWC
171
TD Waterhouse Canada
Ontario, Canada
$21.2K – – –
MRCM
172
M&R Capital Management
New Jersey
$13K – – –
HI
173
Harbour Investments
Wisconsin
$12.2K +$4.06K +51 +50%
EWM
174
EPG Wealth Management
Georgia
$10.2K – – –
PTC
175
Private Trust Company
Ohio
$9.55K -$335K -4,209 -97%
5 6
7
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