WisdomTree US High Dividend Fund
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1% less capital invested
Capital invested by funds: $560M → $556M (-$4.25M)
32% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 71
Holders
191
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$13.4M | |
| 2 | +$3.77M | |
| 3 | +$2.79M | |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$1.8M |
| 5 |
Bank of New York Mellon
New York
|
+$1.34M |
Top Sellers
| 1 | -$9.19M | |
| 2 | -$7.8M | |
| 3 | -$6.68M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.05M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$4.35M |