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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
4
Bank of America
Bank of America
North Carolina
$32.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$15M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
LPL Financial
California
$36.9M
3
Citadel Advisors
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
176
Salomon & Ludwin
Virginia
$48.2K – – –
NFA
177
Northwest Financial Advisors
Virginia
$47.7K +$47.7K +508 New
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.9K – – –
CT
179
Colonial Trust
South Carolina
$46.9K – – –
KFI
180
Key Financial Inc
Pennsylvania
$44.1K – – –
FFA
181
Frazier Financial Advisors
Ohio
$43.1K +$43.1K +460 New
PA
182
PSI Advisors
Florida
$39.1K – – –
RIL
183
Rothschild Investment LLC
Illinois
$39K – – –
GEA
184
Glen Eagle Advisors
New Jersey
$38.7K +$282 +3 +0.7%
PS
185
Principal Securities
Iowa
$38.6K – – –
PFA
186
Pathway Financial Advisers
Indiana
$37.8K +$37.8K +403 New
TF
187
Tompkins Financial
New York
$37.1K – – –
LFG
188
Larson Financial Group
Missouri
$35.9K +$94 +1 +0.3%
BTI
189
Blue Trust Inc
Georgia
$33.8K -$35.2K -416 -51%
JIP
190
Jaffetilchin Investment Partners
Florida
$30.4K +$30.4K +324 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$29K – – –
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$25.4K -$9.1K -97 -26%
GI
193
GAMMA Investing
California
$24.8K – – –
BCMLT
194
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K -$10K -107 -31%
Russell Investments Group
195
Russell Investments Group
United Kingdom
$20.3K – – –
TWC
196
TD Waterhouse Canada
Ontario, Canada
$18.7K – – –
CIAS
197
CBIZ Investment Advisory Services
Ohio
$15.7K – – –
TPW
198
Talon Private Wealth
Florida
$15K +$15K +160 New
KWAG
199
Kiely Wealth Advisory Group
North Carolina
$12.7K – – –
PTC
200
Private Trust Company
Ohio
$11.3K – – –
5 6 7
8
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