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WisdomTree US High Dividend Fund

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
151
Avant Capital
Louisiana
$236K +$236K +2,526 New
GWSG
152
GPS Wealth Strategies Group
Colorado
$235K
WB
153
Webster Bank
Connecticut
$234K
CL
154
Choreo LLC
Illinois
$234K
DC
155
Davenport & Co
Virginia
$234K
FF
156
Friday Financial
Iowa
$233K +$233K +2,494 New
CCAL
157
City Center Advisors LLC
Michigan
$219K +$219K +2,341 New
FEM
158
Fulcrum Equity Management
Texas
$219K +$219K +2,341 New
US Bancorp
159
US Bancorp
Minnesota
$217K
CPA
160
Cardiff Park Advisors
California
$215K +$934 +10 +0.4%
JLBC
161
J.L. Bainbridge & Co
Florida
$215K
AC
162
Apella Capital
Connecticut
$211K +$211K +2,255 New
FSA
163
Financial Sense Advisors
California
$210K +$467 +5 +0.2%
NFG
164
Nations Financial Group
Iowa
$209K
LC
165
Lindbrook Capital
California
$206K
FWCM
166
Ferguson Wellman Capital Management
Oregon
$202K -$91K -975 -31%
CSC
167
Caldwell Sutter Capital
California
$178K +$20.5K +220 +13%
GWM
168
Geneos Wealth Management
Colorado
$166K -$8.68K -93 -5%
WPWM
169
Western Pacific Wealth Management
Illinois
$127K +$18.4K +197 +17%
CFGS
170
Concourse Financial Group Securities
Alabama
$113K
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$112K -$3.73K -40 -3%
CPBTD
172
Central Pacific Bank - Trust Division
Hawaii
$112K
CA
173
Clearstead Advisors
Ohio
$108K
AF
174
Allworth Financial
California
$104K
TCM
175
TruNorth Capital Management
Michigan
$100K