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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
Morgan Stanley
New York
$55.6M
4
CAM
Concorde Asset Management
Michigan
$4.37M
5
GLA
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
LPL Financial
California
$65.8M
2
FMLI
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
Wells Fargo
California
$30.4M
5
MLA
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
176
First Command Bank
Texas
$47K – – –
FCFS
177
First Command Financial Services
Texas
$47K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$43K – – –
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K – – –
CT
180
Colonial Trust
South Carolina
$41.1K +$41.1K +500 New
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$40.7K -$582K -7,079 -93%
PA
182
PSI Advisors
Florida
$39.7K – – –
GEA
183
Glen Eagle Advisors
New Jersey
$32.9K – – –
CWP
184
Concord Wealth Partners
Virginia
$31.5K – – –
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.5K – – –
TWC
186
TD Waterhouse Canada
Ontario, Canada
$22.3K – – –
AIP
187
Ahrens Investment Partners
Louisiana
$16.5K +$16.5K +200 New
MRCM
188
M&R Capital Management
New Jersey
$13.5K -$25K -304 -65%
EWM
189
EPG Wealth Management
Georgia
$10.5K – – –
CAL
190
Capital Analysts LLC
Pennsylvania
$10K – – –
ACA
191
Aptus Capital Advisors
Alabama
$9.93K +$164 +2 +2%
AIC
192
Archer Investment Corporation
Indiana
$9.4K +$9.4K +114 New
HI
193
Harbour Investments
Wisconsin
$8.38K +$82 +1 +1%
SIS
194
Sound Income Strategies
Florida
$6.25K – – –
BWM
195
Baystate Wealth Management
Massachusetts
$5.28K +$82 +1 +2%
CFD
196
Creative Financial Designs
Indiana
$4.44K +$4.44K +54 New
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$3.51K +$474 +5,757 +16%
AssetMark Inc
198
AssetMark Inc
California
$2.06K – – –
RCM
199
Rain Capital Management
Oregon
$1.51K – – –
FMLI
200
Fukoku Mutual Life Insurance
Japan
– -$12.9M -150,000 Closed
5 6 7
8
9