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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$86.3M
2
Goldman Sachs
Goldman Sachs
New York
$3.52M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.64M
4
MWM
Modera Wealth Management
New Jersey
$1.09M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
OCM
One Capital Management
California
$0
2
LPL Financial
LPL Financial
California
$54.9M
3
Morgan Stanley
Morgan Stanley
New York
$45.3M
4
Truist Financial
Truist Financial
North Carolina
$2.33M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
176
Archer Investment Corporation
Indiana
$9.09K – – –
SIS
177
Sound Income Strategies
Florida
$6.05K – – –
BWM
178
Baystate Wealth Management
Massachusetts
$5.16K – – –
CFD
179
Creative Financial Designs
Indiana
$2.71K -$1.59K -20 -37%
AssetMark Inc
180
AssetMark Inc
California
$1.99K – – –
RCM
181
Rain Capital Management
Oregon
$1.47K +$78 +1 +6%
FGAM
182
Financial Gravity Asset Management
Texas
$5 +$5 +59 New
OCM
183
One Capital Management
California
– -$26M -315,914 Closed
PP
184
Prudential plc
United Kingdom
– -$7.61M -92,550 Closed
CAM
185
Concorde Asset Management
Michigan
– -$4.37M -53,085 Closed
TCWM
186
Total Clarity Wealth Management
Illinois
– -$1.6M -19,399 Closed
EIA
187
Eldridge Investment Advisors
New Hampshire
– -$997K -12,120 Closed
RWA
188
Rooted Wealth Advisors
Illinois
– -$679K -8,135 Closed
SPC
189
Sigma Planning Corp
Michigan
– -$553K -6,723 Closed
IA
190
IFG Advisory
Georgia
– -$550K -6,685 Closed
SI
191
Saxon Interests
Texas
– -$512K -6,220 Closed
CCM
192
Cullen Capital Management
New York
– -$477K -5,801 Closed
WWM
193
WJ Wealth Management
Arizona
– -$400K -4,859 Closed
KPWS
194
Kestra Private Wealth Services
Texas
– -$367K -4,461 Closed
PAM
195
Peak Asset Management
Colorado
– -$314K -3,813 Closed
IWM
196
Iams Wealth Management
Nebraska
– -$269K -3,311 Closed
BSW
197
Buckingham Strategic Wealth
Missouri
– -$260K -3,020 Closed
Fisher Asset Management
198
Fisher Asset Management
Washington
– -$236K -2,863 Closed
UWM
199
USAdvisors Wealth Management
Minnesota
– -$218K -2,652 Closed
GW
200
GW & Wade
Massachusetts
– -$211K -2,565 Closed
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