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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

166 hedge funds and large institutions have $372M invested in WisdomTree US High Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
48
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$60.4M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$5.61M
3
DFA
3
DHK Financial Advisors
New Hampshire
$3.07M
4
Bank of America
4
Bank of America
North Carolina
$21.1M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$1.25M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
HIS
2
Harvest Investment Services
Illinois
$352K
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.08M
4
EAM
4
Evanson Asset Management
California
$8.32M
5
PPA
5
Parametric Portfolio Associates
Washington
$609K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$60.4M 731,351 +731,351 New
LW
2
Linscomb Wealth
Texas
$34.4M 416,908 -4,478 -1%
CCA
3
Clearwater Capital Advisors
Illinois
$27.2M 329,753 +5,519 +2%
Bank of America
4
Bank of America
North Carolina
$21.1M 256,101 +23,445 +10%
CAN
5
Cetera Advisor Networks
California
$20.1M 242,919 +1,257 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$20M 241,994 +5,376 +2%
LPL Financial
7
LPL Financial
California
$14.5M 175,854 -396 -0.2%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$12.4M 150,000 – –
Wells Fargo
9
Wells Fargo
California
$11.3M 137,463 -5,091 -4%
RJA
10
Raymond James & Associates
Florida
$10.4M 126,467 +4,782 +4%
UBS Group
11
UBS Group
Switzerland
$9.74M 118,005 +455 +0.4%
EAM
12
Evanson Asset Management
California
$8.32M 100,737 -9,785 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.86M 83,098 +5,290 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.83M 70,583 +8,797 +14%
BHWA
15
Beacon Harbor Wealth Advisors
Virginia
$5.61M 67,913 +67,913 New
CA
16
Cetera Advisors
Colorado
$5.43M 65,833 +14,205 +28%
APP
17
Avantax Planning Partners
Iowa
$4.22M 51,135 -766 -1%
CG
18
Colony Group
Massachusetts
$3.33M 40,367 -3,196 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.26M 39,513 -2,318 -6%
PWM
20
PBMares Wealth Management
Virginia
$3.09M 37,444 -283 -0.8%
DFA
21
DHK Financial Advisors
New Hampshire
$3.07M 37,188 +37,188 New
KAS
22
Kestra Advisory Services
Texas
$3.05M 36,909 +1,577 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.85M 34,526 +2,919 +9%
Mariner
24
Mariner
Kansas
$2.6M 31,508 -497 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.42M 29,346 +4,268 +17%
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