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WisdomTree US High Dividend Fund

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
176
Parallel Advisors
California
$17.7K -$10.8K -138 -38%
Russell Investments Group
177
Russell Investments Group
United Kingdom
$16.9K +$16.9K +216 New
AIC
178
Archer Investment Corporation
Indiana
$15K +$6.15K +79 +69%
MRCM
179
M&R Capital Management
New Jersey
$12.8K
HI
180
Harbour Investments
Wisconsin
$12.1K +$78 +1 +0.7%
SIS
181
Sound Income Strategies
Florida
$5.93K
BWM
182
Baystate Wealth Management
Massachusetts
$5.11K +$79 +1 +2%
CFD
183
Creative Financial Designs
Indiana
$2.65K
EWM
184
EPG Wealth Management
Georgia
$1.95K -$8.04K -103 -80%
RCM
185
Rain Capital Management
Oregon
$1.46K
AssetMark Inc
186
AssetMark Inc
California
$937 -$1.02K -13 -52%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$201 -$43.8K -654 -100%
MWM
188
Modera Wealth Management
New Jersey
-$1.09M -13,747 Closed
RWM
189
Revisor Wealth Management
Ohio
-$596K -7,485 Closed
MCC
190
Money Concepts Capital
Florida
-$312K -3,924 Closed
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
-$282K -3,542 Closed
GS
192
GTS Securities
New York
-$265K -3,328 Closed
FTUS
193
Flow Traders U.S.
New York
-$237K -2,975 Closed
HHGA
194
Halbert Hargrove Global Advisors
California
-$235K -2,954 Closed
CFO
195
CVA Family Office
Colorado
-$152K -1,911 Closed
First Manhattan
196
First Manhattan
New York
-$103K -1,295 Closed
WIM
197
WealthPlan Investment Management
Nebraska
-$63.7K -800 Closed
PTC
198
Private Trust Company
Ohio
-$9.55K -120 Closed