DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
LPL Financial
California
$36.9M
3
Citadel Advisors
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$176K +$3.56K +38 +2%
CSC
152
Caldwell Sutter Capital
California
$159K +$6.29K +67 +4%
AF
153
Advisornet Financial
Minnesota
$145K -$72.9K -777 -33%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$137K +$111K +1,192 +430%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$116K +$3.75K +40 +3%
CPBTD
156
Central Pacific Bank - Trust Division
Hawaii
$113K – – –
CFGS
157
Concourse Financial Group Securities
Alabama
$113K – – –
WPWM
158
Western Pacific Wealth Management
Illinois
$109K – – –
CA
159
Clearstead Advisors
Ohio
$109K – – –
AF
160
Allworth Financial
California
$103K -$14.8K -158 -13%
CA
161
CoreCap Advisors
Michigan
$101K – – –
TCM
162
TruNorth Capital Management
Michigan
$101K – – –
BFPW
163
BOK Financial Private Wealth
Colorado
$100K – – –
Citigroup
164
Citigroup
New York
$98.7K – – –
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$98.5K -$9.89K -106 -9%
IA
166
IFP Advisors
Florida
$94.6K – – –
IBOK
167
Independence Bank of Kentucky
Kentucky
$93.8K – – –
LI
168
LRI Investments
Florida
$86.2K – – –
AA
169
Ancora Advisors
Ohio
$77.6K +$281 +3 +0.4%
MSWM
170
Mowery & Schoenfeld Wealth Management
Illinois
$69.4K – – –
FCAS
171
First Command Advisory Services
Texas
$60K – – –
GT
172
Glenmede Trust
Pennsylvania
$56.3K +$56.3K +600 New
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$52.8K – – –
NFSG
174
Newbridge Financial Services Group
Florida
$52.5K – – –
BWP
175
Baldwin Wealth Partners
Massachusetts
$48.8K +$48.8K +520 New
5 6
7
8 9