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WisdomTree US High Dividend Fund

193 hedge funds and large institutions have $559M invested in WisdomTree US High Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 68 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% 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
21
Increased
53
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$88.6M 1,022,428 -6,552 -0.6%
LPL Financial
2
LPL Financial
California
$41.8M 482,654 -228,452 -32%
Wells Fargo
3
Wells Fargo
California
$34.8M 401,368 +2,118 +0.5%
LW
4
Linscomb Wealth
Texas
$31.8M 367,115 -3,150 -0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$31.5M 362,937 +356,357 +5,416%
Bank of America
6
Bank of America
North Carolina
$29.3M 338,031 -2,336 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$22.5M 259,232 -325,452 -56%
CAN
8
Cetera Advisor Networks
California
$21.9M 252,269 -9,163 -4%
IWP
9
Invenio Wealth Partners
Florida
$17.2M 198,262 +44,123 +29%
MLA
10
MB, Levis & Associates
Pennsylvania
$14.3M 164,480 -276 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.7M 123,272 -6,036 -5%
CA
12
Cetera Advisors
Colorado
$9.36M 107,995 +10,257 +10%
UBS Group
13
UBS Group
Switzerland
$8.38M 96,720 +851 +0.9%
EAM
14
Evanson Asset Management
California
$7.69M 88,783 +760 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.33M 84,621 +10,224 +14%
Goldman Sachs
16
Goldman Sachs
New York
$7.32M 84,446 +39,278 +87%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.26M 83,816 -14,896 -15%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$6.83M 78,836 -59,778 -43%
Ameriprise
19
Ameriprise
Minnesota
$6.29M 72,552 -70,444 -49%
PWP
20
Precedent Wealth Partners
Texas
$6.14M 70,860 -290 -0.4%
Mariner
21
Mariner
Kansas
$5.97M 68,888 -14,091 -17%
DWM
22
Dakota Wealth Management
Florida
$5.45M 62,873 +62,873 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.22M 60,262 +8,026 +15%
RJA
24
Raymond James & Associates
Florida
$4.93M 56,938 +188 +0.3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.39M 50,619 +6,495 +15%