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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

176 hedge funds and large institutions have $459M invested in WisdomTree US High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
24
Increased
47
Reduced
57
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.7M
4
LWM
4
Ledge Wealth Management
Minnesota
$9.11M
5
WWM
5
WJ Wealth Management
Arizona
$7.37M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.15M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
APP
4
Avantax Planning Partners
Iowa
$3.69M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.7M 836,761 +105,410 +14%
LW
2
Linscomb Wealth
Texas
$38M 431,376 +14,468 +3%
Morgan Stanley
3
Morgan Stanley
New York
$33.4M 379,329 +137,335 +57%
LPL Financial
4
LPL Financial
California
$29.5M 334,381 +158,527 +90%
CCA
5
Clearwater Capital Advisors
Illinois
$28.4M 322,612 -7,141 -2%
CAN
6
Cetera Advisor Networks
California
$22.6M 256,455 +13,536 +6%
Bank of America
7
Bank of America
North Carolina
$20.4M 231,708 -24,393 -10%
Wells Fargo
8
Wells Fargo
California
$17.3M 196,477 +59,014 +43%
FMLI
9
Fukoku Mutual Life Insurance
Japan
$13.2M 150,000 – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.3M 140,105 +57,007 +69%
UBS Group
11
UBS Group
Switzerland
$10.9M 124,126 +6,121 +5%
LWM
12
Ledge Wealth Management
Minnesota
$9.11M 103,396 +103,396 New
EAM
13
Evanson Asset Management
California
$8.71M 98,850 -1,887 -2%
WWM
14
WJ Wealth Management
Arizona
$7.37M 83,645 +83,645 New
Osaic Holdings
15
Osaic Holdings
Arizona
$6.14M 70,467 -116 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6M 68,131 +28,618 +72%
CA
17
Cetera Advisors
Colorado
$5.66M 64,215 -1,618 -2%
RJA
18
Raymond James & Associates
Florida
$5.15M 58,433 -68,034 -54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.93M 44,642 +15,296 +52%
APP
20
Avantax Planning Partners
Iowa
$3.69M 41,877 -9,258 -18%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.43M 38,909 +4,383 +13%
PWM
22
PBMares Wealth Management
Virginia
$3.31M 37,554 +110 +0.3%
DFA
23
DHK Financial Advisors
New Hampshire
$3.29M 37,307 +119 +0.3%
TWP
24
Transparent Wealth Partners
Arkansas
$3.29M 37,307 +37,307 New
CG
25
Colony Group
Massachusetts
$3.27M 37,066 -3,301 -8%
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