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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
53
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$3.91M
2
WIA
2
World Investment Advisors
California
$1.53M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
UPS
4
UHLMANN PRICE SECURITIES
Illinois
$1.01M
5
Bank of America
5
Bank of America
North Carolina
$32.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M
2
LPL Financial
2
LPL Financial
California
$36.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.9M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$85.5M 910,979 -45,117 -5%
Wells Fargo
2
Wells Fargo
California
$40.1M 427,014 -8,632 -2%
LPL Financial
3
LPL Financial
California
$36.9M 393,385 -40,736 -9%
LW
4
Linscomb Wealth
Texas
$33.5M 356,786 -5,195 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$32.9M 350,444 -10,643 -3%
Bank of America
6
Bank of America
North Carolina
$32.1M 342,103 +10,749 +3%
Morgan Stanley
7
Morgan Stanley
New York
$22.7M 242,321 -4,883 -2%
IWP
8
Invenio Wealth Partners
Florida
$20.3M 216,748 +4,906 +2%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15M 160,324 +8,718 +6%
MLA
10
MB, Levis & Associates
Pennsylvania
$15M 160,049 -871 -0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.8M 115,022 +15,203 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.8M 114,895 -3,347 -3%
UBS Group
13
UBS Group
Switzerland
$8.49M 90,497 -3,441 -4%
EAM
14
Evanson Asset Management
California
$8.01M 85,365 +89 +0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.69M 81,991 -10,552 -11%
Ameriprise
16
Ameriprise
Minnesota
$6.98M 74,413 -261 -0.3%
Mariner
17
Mariner
Kansas
$6.42M 68,436 -599 -0.9%
PWP
18
Precedent Wealth Partners
Texas
$5.49M 58,578 -3,361 -5%
RJA
19
Raymond James & Associates
Florida
$5.47M 58,288 -802 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.7M 50,118 +2,169 +5%
GLA
21
Good Life Advisors
Pennsylvania
$4.56M 48,614 +721 +2%
PAG
22
Private Advisor Group
New Jersey
$4.4M 46,867 -1,408 -3%
NRI
23
NFP Retirement Inc
California
$4.33M 46,135 +3,054 +7%
DWM
24
Dakota Wealth Management
Florida
$3.95M 42,075 -12,314 -23%
GVAG
25
Great Valley Advisor Group
Delaware
$3.91M 41,723 +24,587 +143%
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