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WisdomTree US High Dividend Fund

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
151
Western Pacific Wealth Management
Illinois
$95.3K
AF
152
Allworth Financial
California
$90.4K
BFPW
153
BOK Financial Private Wealth
Colorado
$87.7K
Citigroup
154
Citigroup
New York
$86.5K +$1.23K +15 +1%
AA
155
Ancora Advisors
Ohio
$67.4K +$246 +3 +0.4%
NFSG
156
Newbridge Financial Services Group
Florida
$59.4K
BTI
157
Blue Trust Inc
Georgia
$58K
FCAS
158
First Command Advisory Services
Texas
$53.5K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$45.5K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$43K
NFA
161
Northwest Financial Advisors
Virginia
$41.7K +$41.7K +508 New
CT
162
Colonial Trust
South Carolina
$41.1K
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K
SL
164
Salomon & Ludwin
Virginia
$40.1K
TFG
165
Team Financial Group
California
$37.3K -$43.4K -528 -54%
PA
166
PSI Advisors
Florida
$34.3K
RIL
167
Rothschild Investment LLC
Illinois
$34.2K +$34.2K +416 New
PS
168
Principal Securities
Iowa
$33.9K +$33.9K +412 New
GEA
169
Glen Eagle Advisors
New Jersey
$33K +$82 +1 +0.3%
CWP
170
Concord Wealth Partners
Virginia
$31.5K
CSC
171
Caldwell Sutter Capital
California
$31.4K +$31.4K +382 New
HNB
172
Huntington National Bank
Ohio
$27.6K
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K
CWC
174
Carolinas Wealth Consulting
North Carolina
$24.7K +$24.7K +300 New
TWC
175
TD Waterhouse Canada
Ontario, Canada
$22K