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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

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.

Holders
200
Holders Change
–
Holders Change %
0%
% of All Funds
3.2%
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
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.46M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$84.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.6M
4
CAM
4
Concorde Asset Management
Michigan
$4.37M
5
GLA
5
Good Life Advisors
Pennsylvania
$3.09M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$65.8M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$0
3
WWM
3
WJ Wealth Management
Arizona
$400K
4
Wells Fargo
4
Wells Fargo
California
$30.4M
5
MLA
5
MB, Levis & Associates
Pennsylvania
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84.8M 1,030,415 +72,001 +8%
LPL Financial
2
LPL Financial
California
$65.8M 799,550 -625,340 -44%
Morgan Stanley
3
Morgan Stanley
New York
$55.6M 675,764 +69,030 +11%
Bank of America
4
Bank of America
North Carolina
$43.6M 530,364 -36,060 -6%
LW
5
Linscomb Wealth
Texas
$38.9M 472,385 -7,989 -2%
Wells Fargo
6
Wells Fargo
California
$30.4M 369,753 -51,844 -12%
OCM
7
One Capital Management
California
$26M 315,914 -11,397 -3%
CAN
8
Cetera Advisor Networks
California
$23.6M 286,982 +2,974 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M 163,188 -34,435 -17%
MLA
10
MB, Levis & Associates
Pennsylvania
$13.2M 160,113 -46,251 -22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12.9M 156,486 +19,817 +14%
Ameriprise
12
Ameriprise
Minnesota
$12.7M 153,944 +15,685 +11%
KAS
13
Kestra Advisory Services
Texas
$11.4M 138,010 -27,927 -17%
Truist Financial
14
Truist Financial
North Carolina
$11M 133,470 -40,172 -23%
UBS Group
15
UBS Group
Switzerland
$9.5M 115,520 -6,248 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.59M 104,421 -3,000 -3%
EAM
17
Evanson Asset Management
California
$8.14M 98,979 +2,791 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.14M 98,886 -32,225 -25%
PP
19
Prudential plc
United Kingdom
$7.61M 92,550 -5,940 -6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.29M 88,616 +18,184 +26%
Mariner
21
Mariner
Kansas
$6.96M 84,573 +5,942 +8%
PAG
22
Private Advisor Group
New Jersey
$6.55M 79,567 +6,216 +8%
FTUS
23
Flow Traders U.S.
New York
$6.46M 78,479 +78,479 New
CA
24
Cetera Advisors
Colorado
$6.11M 74,242 +3,221 +5%
Corient Private Wealth
25
Corient Private Wealth
Florida
$5.59M 67,928 +11,091 +20%
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