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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $1.16B invested in WisdomTree US High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
75
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$393M 4,566
LPL Financial
2
LPL Financial
California
$123M 1,424,890 +185,264 +15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$82.5M 958,414 -4,966 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$52.2M 606,734 +122,323 +25%
Bank of America
5
Bank of America
North Carolina
$48.7M 566,424 +98,412 +21%
LW
6
Linscomb Wealth
Texas
$41.3M 480,374 +43,362 +10%
Wells Fargo
7
Wells Fargo
California
$36.3M 421,597 +83,369 +25%
OCM
8
One Capital Management
California
$28.2M 327,311 +149,851 +84%
CAN
9
Cetera Advisor Networks
California
$24.4M 284,008 +14,913 +6%
MLA
10
MB, Levis & Associates
Pennsylvania
$17.8M 206,364 +206,364 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$17M 197,623 +133,189 +207%
Truist Financial
12
Truist Financial
North Carolina
$14.9M 173,642 +131,947 +316%
KAS
13
Kestra Advisory Services
Texas
$14.3M 165,937 +87,637 +112%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$12.9M 150,000
WWM
15
WJ Wealth Management
Arizona
$12.5M 145,197 +5,341 +4%
Ameriprise
16
Ameriprise
Minnesota
$11.9M 138,259 -13,243 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.8M 136,669 +357 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.3M 131,111 +48,001 +58%
UBS Group
19
UBS Group
Switzerland
$10.5M 121,768 +2,623 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.24M 107,421 +24,522 +30%
PP
21
Prudential plc
United Kingdom
$8.48M 98,490 -4,420 -4%
EAM
22
Evanson Asset Management
California
$8.28M 96,188 -3,330 -3%
Mariner
23
Mariner
Kansas
$6.77M 78,631 +28,822 +58%
LWM
24
Ledge Wealth Management
Minnesota
$6.12M 71,148 +71,148 New
CA
25
Cetera Advisors
Colorado
$6.11M 71,021 +2,729 +4%