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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

187 hedge funds and large institutions have $560M invested in WisdomTree US High Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
59
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
3
LPL Financial
3
LPL Financial
California
$59.3M
4
WA
4
Win Advisors
Florida
$4.35M
5
IWP
5
Invenio Wealth Partners
Florida
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.9M
2
LW
2
Linscomb Wealth
Texas
$30.5M
3
Ameriprise
3
Ameriprise
Minnesota
$7.62M
4
KAS
4
Kestra Advisory Services
Texas
$8.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.1M 1,102,573 +18,029 +2%
LPL Financial
2
LPL Financial
California
$59.3M 759,233 +68,729 +10%
Bank of America
3
Bank of America
North Carolina
$35.3M 452,229 +6,413 +1%
Wells Fargo
4
Wells Fargo
California
$34.7M 444,635 +127,247 +40%
Morgan Stanley
5
Morgan Stanley
New York
$32.9M 421,769 -148,066 -26%
LW
6
Linscomb Wealth
Texas
$30.5M 391,182 -38,338 -9%
CAN
7
Cetera Advisor Networks
California
$20.8M 266,279 -5,134 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.4M 171,184 +26,541 +18%
MLA
9
MB, Levis & Associates
Pennsylvania
$12.8M 164,301 +3,453 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.9M 140,146 +42,329 +43%
IWP
11
Invenio Wealth Partners
Florida
$10.3M 132,286 +45,382 +52%
KAS
12
Kestra Advisory Services
Texas
$8.32M 106,525 -36,017 -25%
UBS Group
13
UBS Group
Switzerland
$8.15M 104,375 -5,601 -5%
Ameriprise
14
Ameriprise
Minnesota
$7.62M 97,054 -36,278 -27%
EAM
15
Evanson Asset Management
California
$7.45M 95,484 -935 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.31M 93,647 +87,705 +1,476%
CA
17
Cetera Advisors
Colorado
$6.78M 86,829 +9,133 +12%
Mariner
18
Mariner
Kansas
$6.55M 83,863 +409 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.46M 69,912 -34,912 -33%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.28M 67,661 -193 -0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.08M 65,081 -16,973 -21%
LWM
22
Ledge Wealth Management
Minnesota
$4.78M 61,187 -55 -0.1%
RJA
23
Raymond James & Associates
Florida
$4.56M 58,461 -368 -0.6%
WA
24
Win Advisors
Florida
$4.35M 55,716 +55,716 New
LCM
25
LVM Capital Management
Michigan
$3.87M 49,613 -2,285 -4%
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