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WisdomTree US High Dividend Fund

227 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
71
Reduced
54
Closed
12
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
$82.1M 879,239 -31,740 -3%
Wells Fargo
2
Wells Fargo
California
$45.7M 489,707 +62,693 +15%
LPL Financial
3
LPL Financial
California
$36.3M 388,493 -4,892 -1%
LW
4
Linscomb Wealth
Texas
$33.6M 359,806 +3,020 +0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$32.8M 350,927 +483 +0.1%
Bank of America
6
Bank of America
North Carolina
$32.3M 346,391 +4,288 +1%
Morgan Stanley
7
Morgan Stanley
New York
$24.9M 266,671 +24,350 +10%
IWP
8
Invenio Wealth Partners
Florida
$20.2M 216,646 -102 -0%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15.5M 165,865 +5,541 +3%
MLA
10
MB, Levis & Associates
Pennsylvania
$14.8M 158,635 -1,414 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.4M 122,582 +7,560 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$10.6M 113,029 +113,029 New
Osaic Holdings
13
Osaic Holdings
Arizona
$8.35M 89,476 +7,485 +9%
EAM
14
Evanson Asset Management
California
$7.59M 81,276 -4,089 -5%
Ameriprise
15
Ameriprise
Minnesota
$7.32M 78,441 +4,028 +5%
UBS Group
16
UBS Group
Switzerland
$7.12M 76,275 -14,222 -16%
Mariner
17
Mariner
Kansas
$6.15M 65,912 -2,524 -4%
PWP
18
Precedent Wealth Partners
Texas
$5.53M 59,208 +630 +1%
GVAG
19
Great Valley Advisor Group
Delaware
$4.84M 51,825 +10,102 +24%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.82M 51,622 +12,176 +31%
GLA
21
Good Life Advisors
Pennsylvania
$4.63M 49,567 +953 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.54M 48,639 -1,479 -3%
NRI
23
NFP Retirement Inc
California
$4.34M 46,439 +304 +0.7%
LCM
24
LVM Capital Management
Michigan
$4.13M 44,229 -1,908 -4%
PAG
25
Private Advisor Group
New Jersey
$3.78M 40,498 -6,369 -14%