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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.7M
2
Morgan Stanley
Morgan Stanley
New York
$24.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
$2M
4
CAS
Coppell Advisory Solutions
Texas
$1.71M
5
OAS
Optivise Advisory Services
Tennessee
$1.67M

Top Sellers

1
DWM
Dakota Wealth Management
Florida
$383K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$82.1M
3
Goldman Sachs
Goldman Sachs
New York
$1M
4
UBS Group
UBS Group
Switzerland
$7.12M
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Pathway Financial Advisers
Indiana
$38K +$373 +4 +1%
BTI
202
Blue Trust Inc
Georgia
$37.5K +$187 +2 +0.5%
TF
203
Tompkins Financial
New York
$36.9K – – –
LFG
204
Larson Financial Group
Missouri
$35.9K +$187 +2 +0.5%
AF
205
Advisornet Financial
Minnesota
$34.3K -$110K -1,178 -76%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$28.8K – – –
GI
207
GAMMA Investing
California
$26.8K +$2.15K +23 +9%
MCM
208
MAI Capital Management
Ohio
$26.3K +$26.3K +282 New
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.6K +$187 +2 +0.8%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$20.2K – – –
TWC
211
TD Waterhouse Canada
Ontario, Canada
$18.7K – – –
SIM
212
Synergy Investment Management
Florida
$17K +$17K +182 New
CIAS
213
CBIZ Investment Advisory Services
Ohio
$15.6K – – –
BlackRock
214
BlackRock
New York
$12.7K +$12.7K +136 New
KWAG
215
Kiely Wealth Advisory Group
North Carolina
$12.5K – – –
RWM
216
Rialto Wealth Management
New York
$11.7K +$11.7K +125 New
PTC
217
Private Trust Company
Ohio
$11.2K – – –
SIS
218
Sound Income Strategies
Florida
$7.1K – – –
RFG
219
REAP Financial Group
Texas
$6.44K -$560 -6 -8%
CFD
220
Creative Financial Designs
Indiana
$5.6K +$2.43K +26 +76%
SAM
221
Smartleaf Asset Management
Massachusetts
$3.25K +$93 +1 +3%
S
222
SignatureFD
Georgia
$2.43K – – –
AWM
223
AE Wealth Management
Kansas
$1.49K +$1.49K +16 New
AssetMark Inc
224
AssetMark Inc
California
$1.12K – – –
NS
225
NBC Securities
Alabama
$639 -$735K -6,900 -100%
6 7 8
9
10