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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

191 hedge funds and large institutions have $556M invested in WisdomTree US High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
48
Reduced
71
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$11.4M
3
PWP
3
Precedent Wealth Partners
Texas
$5.85M
4
Ameriprise
4
Ameriprise
Minnesota
$11.7M
5
FTUS
5
Flow Traders U.S.
New York
$2.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28M
2
KAS
2
Kestra Advisory Services
Texas
$955K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.02M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.6M
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84.6M 1,028,980 -73,593 -7%
LPL Financial
2
LPL Financial
California
$58.4M 711,106 -48,127 -6%
Morgan Stanley
3
Morgan Stanley
New York
$48M 584,684 +162,915 +39%
Wells Fargo
4
Wells Fargo
California
$32.8M 399,250 -45,385 -10%
LW
5
Linscomb Wealth
Texas
$30.4M 370,265 -20,917 -5%
Bank of America
6
Bank of America
North Carolina
$28M 340,367 -111,862 -25%
CAN
7
Cetera Advisor Networks
California
$21.5M 261,432 -4,847 -2%
MLA
8
MB, Levis & Associates
Pennsylvania
$13.5M 164,756 +455 +0.3%
IWP
9
Invenio Wealth Partners
Florida
$12.7M 154,139 +21,853 +17%
Ameriprise
10
Ameriprise
Minnesota
$11.7M 142,996 +45,942 +47%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$11.4M 138,614 +138,614 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.6M 129,308 -41,876 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.11M 98,712 -41,434 -30%
CA
14
Cetera Advisors
Colorado
$8.03M 97,738 +10,909 +13%
UBS Group
15
UBS Group
Switzerland
$7.88M 95,869 -8,506 -8%
EAM
16
Evanson Asset Management
California
$7.23M 88,023 -7,461 -8%
Mariner
17
Mariner
Kansas
$6.82M 82,979 -884 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.11M 74,397 +9,316 +14%
PWP
19
Precedent Wealth Partners
Texas
$5.85M 71,150 +71,150 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.12M 62,289 -5,372 -8%
LWM
21
Ledge Wealth Management
Minnesota
$5.04M 61,342 +155 +0.3%
RJA
22
Raymond James & Associates
Florida
$4.66M 56,750 -1,711 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.29M 52,236 -17,676 -25%
LCM
24
LVM Capital Management
Michigan
$3.87M 47,088 -2,525 -5%
Goldman Sachs
25
Goldman Sachs
New York
$3.71M 45,168 +3,720 +9%
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