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WisdomTree US High Dividend Fund

201 hedge funds and large institutions have $511M invested in WisdomTree US High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
49
Reduced
65
Closed
11
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
$80.9M 956,096 -66,332 -6%
Wells Fargo
2
Wells Fargo
California
$36.9M 435,646 +34,278 +9%
LPL Financial
3
LPL Financial
California
$36.7M 434,121 -48,533 -10%
LW
4
Linscomb Wealth
Texas
$30.6M 361,981 -5,134 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M 361,087 -1,850 -0.5%
Bank of America
6
Bank of America
North Carolina
$28M 331,354 -6,677 -2%
Morgan Stanley
7
Morgan Stanley
New York
$20.9M 247,204 -12,028 -5%
IWP
8
Invenio Wealth Partners
Florida
$17.9M 211,842 +13,580 +7%
MLA
9
MB, Levis & Associates
Pennsylvania
$13.6M 160,920 -3,560 -2%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$12.8M 151,606 +72,770 +92%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10M 118,242 -5,030 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.44M 99,819 +15,198 +18%
UBS Group
13
UBS Group
Switzerland
$7.95M 93,938 -2,782 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.83M 92,543 +8,727 +10%
EAM
15
Evanson Asset Management
California
$7.21M 85,276 -3,507 -4%
Ameriprise
16
Ameriprise
Minnesota
$6.32M 74,674 +2,122 +3%
Goldman Sachs
17
Goldman Sachs
New York
$5.84M 69,037 -15,409 -18%
Mariner
18
Mariner
Kansas
$5.84M 69,035 +147 +0.2%
PWP
19
Precedent Wealth Partners
Texas
$5.24M 61,939 -8,921 -13%
RJA
20
Raymond James & Associates
Florida
$5M 59,090 +2,152 +4%
DWM
21
Dakota Wealth Management
Florida
$4.6M 54,389 -8,484 -13%
PAG
22
Private Advisor Group
New Jersey
$4.08M 48,275 +21,958 +83%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.06M 47,949 -12,313 -20%
GLA
24
Good Life Advisors
Pennsylvania
$4.05M 47,893 +1,181 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$3.95M 46,747 +28,588 +157%