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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
176
Realta Investment Advisors
Delaware
$43.4K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K
PA
178
PSI Advisors
Florida
$41.5K -$511K -5,935 -92%
MRCM
179
M&R Capital Management
New Jersey
$40.3K +$40.3K +468 New
PA
180
Parallel Advisors
California
$35K +$28.3K +328 +421%
GEA
181
Glen Eagle Advisors
New Jersey
$34.4K
CWP
182
Concord Wealth Partners
Virginia
$33K +$33K +383 New
BTI
183
Blue Trust Inc
Georgia
$31K +$31K +413 New
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.9K -$5.16K -60 -15%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$23.4K
DWP
186
Destiny Wealth Partners
Florida
$20.5K +$20.5K +238 New
S
187
SignatureFD
Georgia
$16.5K +$16.5K +192 New
EWM
188
EPG Wealth Management
Georgia
$11K -$50K -581 -82%
CAL
189
Capital Analysts LLC
Pennsylvania
$11K
ACA
190
Aptus Capital Advisors
Alabama
$10.2K +$86 +1 +0.8%
HI
191
Harbour Investments
Wisconsin
$8.67K +$8.67K +101 New
FHA
192
First Horizon Advisors
Tennessee
$8.26K
SIS
193
Sound Income Strategies
Florida
$6.54K +$6.54K +76 New
PAG
194
Private Advisor Group
New Jersey
$6.31K +$2.57K +29,855 +69%
BWM
195
Baystate Wealth Management
Massachusetts
$5K +$5K +63 New
AssetMark Inc
196
AssetMark Inc
California
$2.15K
BC
197
Bartlett & Co
Ohio
$2K +$2K +20 New
BCWM
198
Bartlett & Co Wealth Management
Ohio
$1.72K +$1.72K +20 New
RCM
199
Rain Capital Management
Oregon
$1.56K
SIC
200
Salem Investment Counselors
North Carolina
$86 +$86 +1 New