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WisdomTree US High Dividend Fund

201 hedge funds and large institutions have $511M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
49
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
151
Western Pacific Wealth Management
Illinois
$98.1K
CA
152
Clearstead Advisors
Ohio
$98K +$98K +1,159 New
CA
153
CoreCap Advisors
Michigan
$91.1K
TCM
154
TruNorth Capital Management
Michigan
$90.7K
BFPW
155
BOK Financial Private Wealth
Colorado
$90.3K
Citigroup
156
Citigroup
New York
$89K
IA
157
IFP Advisors
Florida
$85.3K
IBOK
158
Independence Bank of Kentucky
Kentucky
$84.6K
SP
159
SWS Partners
Ohio
$80.1K +$80.1K +946 New
LI
160
LRI Investments
Florida
$74.9K
BTI
161
Blue Trust Inc
Georgia
$70.7K
AA
162
Ancora Advisors
Ohio
$69.7K +$169 +2 +0.2%
MSWM
163
Mowery & Schoenfeld Wealth Management
Illinois
$62.6K +$62.6K +740 New
PPWM
164
PFG Private Wealth Management
Florida
$59.2K +$59.2K +700 New
FCAS
165
First Command Advisory Services
Texas
$54.1K -$5.97M -70,629 -99%
NFSG
166
Newbridge Financial Services Group
Florida
$47.4K
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$46.9K
SL
168
Salomon & Ludwin
Virginia
$43.5K
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K
CT
170
Colonial Trust
South Carolina
$42.3K
KFI
171
Key Financial Inc
Pennsylvania
$39.8K +$39.8K +470 New
OWA
172
Opal Wealth Advisors
New York
$38.6K
PA
173
PSI Advisors
Florida
$35.3K
RIL
174
Rothschild Investment LLC
Illinois
$35.2K
HFS
175
Hantz Financial Services
Michigan
$35K +$35K +413 New