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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.

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

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
201
Sound Income Strategies
Florida
$7.13K – – –
RFG
202
REAP Financial Group
Texas
$7.04K -$94 -1 -1%
CFD
203
Creative Financial Designs
Indiana
$3.19K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$3.17K +$187 +2 +6%
S
205
SignatureFD
Georgia
$2.44K – – –
AssetMark Inc
206
AssetMark Inc
California
$1.13K – – –
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$252 – – –
Corient Private Wealth
208
Corient Private Wealth
Florida
– -$2.44M -28,860 Closed
IA
209
IFG Advisory
Georgia
– -$485K -5,729 Closed
PA
210
PFG Advisors
Arizona
– -$290K -3,423 Closed
FPCP
211
Fort Point Capital Partners
California
– -$243K -2,869 Closed
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
– -$221K -2,607 Closed
SP
213
SWS Partners
Ohio
– -$80.1K -946 Closed
PPWM
214
PFG Private Wealth Management
Florida
– -$59.2K -700 Closed
OWA
215
Opal Wealth Advisors
New York
– -$38.6K -456 Closed
HFS
216
Hantz Financial Services
Michigan
– -$35K -413 Closed
IAIM
217
International Assets Investment Management
Florida
– -$14K -165 Closed
SFA
218
Semmax Financial Advisors
North Carolina
– -$6.24K -70 Closed
GI
219
Gradient Investments
Minnesota
– -$677 -8 Closed
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