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WisdomTree US High Dividend Fund
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.
New
Increased
Maintained
Reduced
Closed
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
23% more capital invested
Capital invested by funds: $372M → $459M (+$86.3M)
6% more funds holding
Funds holding: 166 → 176 (+10)
2.14% more ownership
Funds ownership: 42.96% → 45.1% (+2.1%)
18% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 57
Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.78%
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
San Diego,
California
|
+$13.5M |
| 2 |
Morgan Stanley
New York
|
+$11.7M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.01M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$7.15M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.04M |
