DHS icon

WisdomTree US High Dividend Fund

175 hedge funds and large institutions have $571M invested in WisdomTree US High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
66
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$94M 1,239,626 +575,851 +87%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73M 963,380 +76,496 +9%
Morgan Stanley
3
Morgan Stanley
New York
$36.7M 484,411 -65,427 -12%
Bank of America
4
Bank of America
North Carolina
$35.5M 468,012 +36,583 +8%
LW
5
Linscomb Wealth
Texas
$33.1M 437,012 +9,139 +2%
Wells Fargo
6
Wells Fargo
California
$25.6M 338,228 +70,137 +26%
CCA
7
Clearwater Capital Advisors
Illinois
$22.1M 290,925 +10,909 +4%
CAN
8
Cetera Advisor Networks
California
$20.4M 269,095 +2,539 +1%
OCM
9
One Capital Management
California
$13.5M 177,460 +155,749 +717%
Ameriprise
10
Ameriprise
Minnesota
$11.5M 151,502 +59,333 +64%
FMLI
11
Fukoku Mutual Life Insurance
Japan
$11.4M 150,000
WWM
12
WJ Wealth Management
Arizona
$10.6M 139,856 +1,543 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.3M 136,312 -9,019 -6%
UBS Group
14
UBS Group
Switzerland
$9.03M 119,145 -31,957 -21%
PP
15
Prudential plc
United Kingdom
$7.8M 102,910 +102,910 New
EAM
16
Evanson Asset Management
California
$7.54M 99,518 -436 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.3M 83,110 -10,969 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.28M 82,899 +11,201 +16%
KAS
19
Kestra Advisory Services
Texas
$5.94M 78,300 +39,415 +101%
CA
20
Cetera Advisors
Colorado
$5.18M 68,292 +3,277 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.89M 64,434 -254 -0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.86M 64,163 +53,167 +484%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$4.72M 62,268 +13,825 +29%
RJA
24
Raymond James & Associates
Florida
$4.34M 57,259 -18,976 -25%
LCM
25
LVM Capital Management
Michigan
$3.88M 51,160 +24,833 +94%