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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.6M
4
CAM
4
Concorde Asset Management
Michigan
$4.37M
5
GLA
5
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65.8M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
3
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
4
Wells Fargo
California
$30.4M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
201
Fulcrum Equity Management
Texas
– -$2.8M -32,555 Closed
CWA
202
Capital Wealth Alliance
Arizona
– -$532K -6,178 Closed
MCC
203
Money Concepts Capital
Florida
– -$299K -3,470 Closed
CCFM
204
Clear Creek Financial Management
Washington
– -$266K -3,088 Closed
HIS
205
Harvest Investment Services
Illinois
– -$248K -2,887 Closed
CAP
206
Columbia Advisory Partners
Washington
– -$244K -2,840 Closed
BF
207
BOK Financial
Oklahoma
– -$237K -2,750 Closed
SWP
208
Stratos Wealth Partners
Ohio
– -$227K -2,635 Closed
EWA
209
EP Wealth Advisors
California
– -$215K -2,500 Closed
RSC
210
Red Spruce Capital
Pennsylvania
– -$215K -2,500 Closed
EI
211
Ellevest Inc
New York
– -$119K -1,378 Closed
FMII
212
Farmers & Merchants Investments Inc
Nebraska
– -$82.6K -960 Closed
NA
213
NewEdge Advisors
Louisiana
– -$62.7K -729 Closed
WAM
214
Worth Asset Management
Texas
– -$43.8K -509 Closed
RIA
215
Realta Investment Advisors
Delaware
– -$43.4K -504 Closed
DWP
216
Destiny Wealth Partners
Florida
– -$20.5K -238 Closed
S
217
SignatureFD
Georgia
– -$16.5K -192 Closed
FHA
218
First Horizon Advisors
Tennessee
– -$8.26K -96 Closed
BC
219
Bartlett & Co
Ohio
– -$2K -20 Closed
BCWM
220
Bartlett & Co Wealth Management
Ohio
– -$1.72K -20 Closed
SIC
221
Salem Investment Counselors
North Carolina
– -$86 -1 Closed
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