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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

178 hedge funds and large institutions have $550M invested in WisdomTree US High Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
22
Increased
73
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
Jane Street
4
Jane Street
New York
$6.64M
5
Wells Fargo
5
Wells Fargo
California
$22.1M

Top Sellers

1
CCA
1
Clearwater Capital Advisors
Illinois
$23M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CG
4
Colony Group
Massachusetts
$2.35M
5
MFG
5
Merit Financial Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73M 886,884 +50,123 +6%
LPL Financial
2
LPL Financial
California
$54.6M 663,775 +329,394 +99%
Morgan Stanley
3
Morgan Stanley
New York
$45.2M 549,838 +170,509 +45%
Bank of America
4
Bank of America
North Carolina
$35.5M 431,429 +199,721 +86%
LW
5
Linscomb Wealth
Texas
$35.2M 427,873 -3,503 -0.8%
CCA
6
Clearwater Capital Advisors
Illinois
$23M 280,016 -42,596 -13%
Wells Fargo
7
Wells Fargo
California
$22.1M 268,091 +71,614 +36%
CAN
8
Cetera Advisor Networks
California
$21.9M 266,556 +10,101 +4%
UBS Group
9
UBS Group
Switzerland
$12.4M 151,102 +26,976 +22%
FMLI
10
Fukoku Mutual Life Insurance
Japan
$12.3M 150,000 – –
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12M 145,331 +5,226 +4%
WWM
12
WJ Wealth Management
Arizona
$11.4M 138,313 +54,668 +65%
LWM
13
Ledge Wealth Management
Minnesota
$9.81M 119,252 +15,856 +15%
EAM
14
Evanson Asset Management
California
$8.23M 99,954 +1,104 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.74M 94,079 +25,948 +38%
Ameriprise
16
Ameriprise
Minnesota
$7.59M 92,169 +66,190 +255%
Jane Street
17
Jane Street
New York
$6.64M 80,702 +80,702 New
RJA
18
Raymond James & Associates
Florida
$6.27M 76,235 +17,802 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.9M 71,698 +1,231 +2%
CA
20
Cetera Advisors
Colorado
$5.35M 65,015 +800 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.32M 64,688 +20,046 +45%
SWP
22
Stratos Wealth Partners
Ohio
$4.78M 58,046 +58,046 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.99M 48,443 +41,651 +613%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.5M 42,469 +3,560 +9%
Truist Financial
25
Truist Financial
North Carolina
$3.44M 41,782 +17,775 +74%
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