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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$31.5M
2
DWM
Dakota Wealth Management
Florida
$5.45M
3
IWP
Invenio Wealth Partners
Florida
$17.2M
4
Goldman Sachs
Goldman Sachs
New York
$7.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.89M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$22.5M
2
LPL Financial
LPL Financial
California
$41.8M
3
Ameriprise
Ameriprise
Minnesota
$6.29M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.83M
5
FTUS
Flow Traders U.S.
New York
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$35K +$260 +3 +0.7%
TF
177
Tompkins Financial
New York
$34.2K +$34.2K +395 New
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.1K – – –
TWC
179
TD Waterhouse Canada
Ontario, Canada
$23.3K – – –
HNB
180
Huntington National Bank
Ohio
$19.6K -$27.6K – –
Russell Investments Group
181
Russell Investments Group
United Kingdom
$18.7K – – –
CIAS
182
CBIZ Investment Advisory Services
Ohio
$14.5K +$14.5K +167 New
CAL
183
Capital Analysts LLC
Pennsylvania
$14K +$14K +161 New
KWAG
184
Kiely Wealth Advisory Group
North Carolina
$11K – – –
ACA
185
Aptus Capital Advisors
Alabama
$10.9K +$87 +1 +0.8%
PTC
186
Private Trust Company
Ohio
$10.4K – – –
FGAM
187
Financial Gravity Asset Management
Texas
$9.96K -$89.7K -1,062 -90%
RFG
188
REAP Financial Group
Texas
$6.59K -$15.3K -176 -70%
SIS
189
Sound Income Strategies
Florida
$6.59K – – –
CFD
190
Creative Financial Designs
Indiana
$2.95K – – –
SAM
191
Smartleaf Asset Management
Massachusetts
$2.66K +$86 +1 +3%
AssetMark Inc
192
AssetMark Inc
California
$1.04K – – –
RCM
193
Rain Capital Management
Oregon
$346 -$1.3K -15 -79%
GJIA
194
Glass Jacobson Investment Advisors
Maryland
$228 – – –
IA
195
IFG Advisory
Georgia
– -$534K -6,502 Closed
GCP
196
GSA Capital Partners
United Kingdom
– -$326K -3,961 Closed
FFN
197
Focus Financial Network
Minnesota
– -$315K -3,831 Closed
EWA
198
Exencial Wealth Advisors
Oklahoma
– -$204K -2,483 Closed
AWS
199
Atria Wealth Solutions
New York
– -$203K -2,469 Closed
CFB
200
Cullen/Frost Bankers
Texas
– -$116K -1,407 Closed
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