DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
LPL Financial
3
LPL Financial
California
$59.3M
4
WA
4
Win Advisors
Florida
$4.35M
5
IWP
5
Invenio Wealth Partners
Florida
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
LW
2
Linscomb Wealth
Texas
$30.5M
3
Ameriprise
3
Ameriprise
Minnesota
$7.62M
4
KAS
4
Kestra Advisory Services
Texas
$8.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
151
NBC Securities
Alabama
$124K +$124K +1,592 New
CTC
152
Central Trust Company
Missouri
$118K +$80.8K +1,035 +216%
QCG
153
Quadrant Capital Group
Ohio
$101K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$96.6K – – –
WPWM
155
Western Pacific Wealth Management
Illinois
$90.6K – – –
AF
156
Allworth Financial
California
$85.9K – – –
BFPW
157
BOK Financial Private Wealth
Colorado
$83.3K -$57.2K -733 -41%
JFGIW
158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$82K +1,051 New
Citigroup
159
Citigroup
New York
$80.9K +$9.76K +125 +14%
TFG
160
Team Financial Group
California
$76.6K +$76.6K +981 New
AA
161
Ancora Advisors
Ohio
$63.7K +$234 +3 +0.4%
BTI
162
Blue Trust Inc
Georgia
$59K – – –
NFSG
163
Newbridge Financial Services Group
Florida
$56.4K – – –
FCAS
164
First Command Advisory Services
Texas
$50.9K +$50.9K +651 New
CCP
165
Carmel Capital Partners
California
$45.6K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$43.2K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$40.8K – – –
SL
168
Salomon & Ludwin
Virginia
$40.1K +$40.1K +514 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39K – – –
CT
170
Colonial Trust
South Carolina
$39K – – –
PA
171
PSI Advisors
Florida
$32.6K – – –
GEA
172
Glen Eagle Advisors
New Jersey
$31.2K – – –
CWP
173
Concord Wealth Partners
Virginia
$29.9K – – –
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.6K – – –
TWC
175
TD Waterhouse Canada
Ontario, Canada
$21K – – –
4 5 6
7
8