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WisdomTree US High Dividend Fund

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$107K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$104K -$52K -600 -33%
CPBTD
153
Central Pacific Bank - Trust Division
Hawaii
$103K +$103K +1,200 New
WPWM
154
Western Pacific Wealth Management
Illinois
$101K
FCAS
155
First Command Advisory Services
Texas
$97.4K +$96.5K +70,618 +10,848%
CA
156
CoreCap Advisors
Michigan
$93.3K +$93.3K +1,077 New
TCM
157
TruNorth Capital Management
Michigan
$92.9K +$92.9K +1,072 New
BFPW
158
BOK Financial Private Wealth
Colorado
$92.5K
CSC
159
Caldwell Sutter Capital
California
$91.9K +$58.8K +679 +178%
Citigroup
160
Citigroup
New York
$91.2K
IA
161
IFP Advisors
Florida
$87.4K -$13.6K -157 -13%
IBOK
162
Independence Bank of Kentucky
Kentucky
$86.7K +$86.7K +1,000 New
LI
163
LRI Investments
Florida
$76.7K +$76.7K +885 New
AA
164
Ancora Advisors
Ohio
$71.2K +$173 +2 +0.2%
BTI
165
Blue Trust Inc
Georgia
$70.7K +$6.41K +74 +10%
NFSG
166
Newbridge Financial Services Group
Florida
$48.5K -$14.1K -163 -23%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$48K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$45.3K
SL
169
Salomon & Ludwin
Virginia
$44.5K
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.3K
CT
171
Colonial Trust
South Carolina
$43.3K
OWA
172
Opal Wealth Advisors
New York
$39.5K +$39.5K +456 New
PA
173
PSI Advisors
Florida
$36.1K
RIL
174
Rothschild Investment LLC
Illinois
$36.1K
PS
175
Principal Securities
Iowa
$35.7K