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WisdomTree US High Dividend Fund
182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.96% less ownership
Funds ownership: 49.78% → 47.83% (-2%)
9% less funds holding
Funds holding: 200 → 182 (-18)
17% less capital invested
Capital invested by funds: $668M → $554M (-$114M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
41% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 75
62% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $524K
Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.33M |
| 2 |
Goldman Sachs
New York
|
+$2.83M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.12M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.1M |
| 5 |
JP Morgan Chase
New York
|
+$765K |
Top Sellers
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$26M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.73M |
| 3 |
Morgan Stanley
New York
|
-$8.48M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.34M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$7.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
201
Choreo LLC
Rockford,
Illinois
| – | -$206K | -2,505 | Closed |
|
|
AAS
202
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$166K | -2,020 | Closed |
|
|
BAM
203
Belpointe Asset Management
Reno,
Nevada
| – | -$89.6K | -1,089 | Closed |
|
|
ANBT
204
American National Bank & Trust
Wichita Falls,
Texas
| – | -$86K | -1,045 | Closed |
|
205
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$40.7K | -495 | Closed |
|
|
CAL
206
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$10K | -125 | Closed |
|
|
ACA
207
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$9.93K | -121 | Closed |
|