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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

182 hedge funds and large institutions have $554M invested in WisdomTree US High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
-18
Holders Change %
-9%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
44
Reduced
75
Closed
26
Calls
–
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$524K

Top Buyers

1
IWP
1
Invenio Wealth Partners
Florida
$6.91M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$86.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.52M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.64M
5
CTWM
5
Cherry Tree Wealth Management
Minnesota
$1.85M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
LPL Financial
2
LPL Financial
California
$54.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.3M
4
Truist Financial
4
Truist Financial
North Carolina
$2.33M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M 1,084,544 +54,129 +5%
LPL Financial
2
LPL Financial
California
$54.9M 690,504 -109,046 -14%
Morgan Stanley
3
Morgan Stanley
New York
$45.3M 569,835 -105,929 -16%
Bank of America
4
Bank of America
North Carolina
$35.5M 445,816 -84,548 -16%
LW
5
Linscomb Wealth
Texas
$34.2M 429,520 -42,865 -9%
Wells Fargo
6
Wells Fargo
California
$25.3M 317,388 -52,365 -14%
CAN
7
Cetera Advisor Networks
California
$21.6M 271,413 -15,569 -5%
MLA
8
MB, Levis & Associates
Pennsylvania
$12.8M 160,848 +735 +0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.5M 144,643 -11,843 -8%
KAS
10
Kestra Advisory Services
Texas
$11.3M 142,542 +4,532 +3%
Ameriprise
11
Ameriprise
Minnesota
$10.6M 133,332 -20,612 -13%
UBS Group
12
UBS Group
Switzerland
$8.75M 109,976 -5,544 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.34M 104,824 +5,938 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.78M 97,817 -6,604 -6%
EAM
15
Evanson Asset Management
California
$7.67M 96,419 -2,560 -3%
IWP
16
Invenio Wealth Partners
Florida
$6.91M 86,904 +86,904 New
Mariner
17
Mariner
Kansas
$6.64M 83,454 -1,119 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.53M 82,054 -81,134 -50%
CA
19
Cetera Advisors
Colorado
$6.18M 77,696 +3,454 +5%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.4M 67,854 -74 -0.1%
PAG
21
Private Advisor Group
New Jersey
$5.36M 67,308 -12,259 -15%
LWM
22
Ledge Wealth Management
Minnesota
$4.87M 61,242 -2,008 -3%
RJA
23
Raymond James & Associates
Florida
$4.68M 58,829 -2,544 -4%
LCM
24
LVM Capital Management
Michigan
$4.13M 51,898 -167 -0.3%
PWM
25
Pacific Wealth Management
California
$3.66M 45,971 -831 -2%
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