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WisdomTree US High Dividend Fund

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
176
REAP Financial Group
Texas
$20.7K +$20.7K +252 New
Russell Investments Group
177
Russell Investments Group
United Kingdom
$17.8K
AIC
178
Archer Investment Corporation
Indiana
$15.8K
MRCM
179
M&R Capital Management
New Jersey
$13.5K
HI
180
Harbour Investments
Wisconsin
$12.9K +$165 +2 +1%
KWAG
181
Kiely Wealth Advisory Group
North Carolina
$10.7K +$10.7K +130 New
ACA
182
Aptus Capital Advisors
Alabama
$10.3K +$10.3K +125 New
PTC
183
Private Trust Company
Ohio
$9.86K +$9.86K +120 New
SIS
184
Sound Income Strategies
Florida
$6.25K
T
185
Tidemark
California
$5.51K +$5.51K +67 New
BWM
186
Baystate Wealth Management
Massachusetts
$5.45K +$83 +1 +2%
MSWM
187
McGlone Suttner Wealth Management
Wisconsin
$3.21K +$3.21K +39 New
CFD
188
Creative Financial Designs
Indiana
$2.79K
SAM
189
Smartleaf Asset Management
Massachusetts
$2.47K +$2.47K +30 New
RCM
190
Rain Capital Management
Oregon
$1.56K
AssetMark Inc
191
AssetMark Inc
California
$986
GJIA
192
Glass Jacobson Investment Advisors
Maryland
$214
WA
193
Win Advisors
Florida
-$4.35M -55,716 Closed
PWM
194
Pacific Wealth Management
California
-$3.83M -49,069 Closed
IAIM
195
International Assets Investment Management
Florida
-$2.48M -47,612 Closed
DFA
196
DHK Financial Advisors
New Hampshire
-$3.1M -39,719 Closed
MWM
197
Maripau Wealth Management
Indiana
-$427K -5,469 Closed
AWA
198
Arete Wealth Advisors
Illinois
-$268K -3,429 Closed
IWM
199
Iams Wealth Management
Nebraska
-$258K -3,311 Closed
SYBT
200
Stock Yards Bank & Trust
Kentucky
-$234K -2,995 Closed