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WisdomTree US High Dividend Fund

200 hedge funds and large institutions have $668M invested in WisdomTree US High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

0% more funds holding

Funds holding: 200200 (0)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

2.79% less ownership

Funds ownership: 52.58%49.78% (-2.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less capital invested

Capital invested by funds: $1.16B → $668M (-$492M)

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
62
Reduced
63
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84.8M +$6.15M +72,001 +8%
LPL Financial
2
LPL Financial
California
$65.8M -$53.4M -625,340 -44%
Morgan Stanley
3
Morgan Stanley
New York
$55.6M +$5.89M +69,030 +11%
Bank of America
4
Bank of America
North Carolina
$43.6M -$3.08M -36,060 -6%
LW
5
Linscomb Wealth
Texas
$38.9M -$682K -7,989 -2%
Wells Fargo
6
Wells Fargo
California
$30.4M -$4.43M -51,844 -12%
OCM
7
One Capital Management
California
$26M -$973K -11,397 -3%
CAN
8
Cetera Advisor Networks
California
$23.6M +$254K +2,974 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M -$2.94M -34,435 -17%
MLA
10
MB, Levis & Associates
Pennsylvania
$13.2M -$3.95M -46,251 -22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.9M +$1.69M +19,817 +14%
Ameriprise
12
Ameriprise
Minnesota
$12.7M +$1.34M +15,685 +11%
KAS
13
Kestra Advisory Services
Texas
$11.4M -$2.38M -27,927 -17%
Truist Financial
14
Truist Financial
North Carolina
$11M -$3.43M -40,172 -23%
UBS Group
15
UBS Group
Switzerland
$9.5M -$534K -6,248 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.59M -$256K -3,000 -3%
EAM
17
Evanson Asset Management
California
$8.14M +$238K +2,791 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.13M -$2.75M -32,225 -25%
PP
19
Prudential plc
United Kingdom
$7.61M -$507K -5,940 -6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.29M +$1.55M +18,184 +26%
Mariner
21
Mariner
Kansas
$6.96M +$507K +5,942 +8%
PAG
22
Private Advisor Group
New Jersey
$6.55M +$531K +6,216 +8%
FTUS
23
Flow Traders U.S.
New York
$6.46M +$6.7M +78,479 New
CA
24
Cetera Advisors
Colorado
$6.11M +$275K +3,221 +5%
Corient Private Wealth
25
Corient Private Wealth
Florida
$5.59M +$947K +11,091 +20%