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WisdomTree Global High Dividend Fund
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Overview Fund Activity

37 hedge funds and large institutions have $57.5M invested in WisdomTree Global High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Stonebridge Wealth Management
Illinois
$5.33M
2
GRP
2
Global Retirement Partners
California
$652K
3
FTUS
3
Flow Traders U.S.
New York
$1.7M
4
IA
4
IFG Advisory
Georgia
$234K
5
JGCM
5
Joseph Group Capital Management
Ohio
$12.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$525K
2
Bank of America
2
Bank of America
North Carolina
$3.05M
3
UBS Group
3
UBS Group
Switzerland
$1.93M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.16M
5
Ameriprise
5
Ameriprise
Minnesota
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
JGCM
1
Joseph Group Capital Management
Ohio
$12.5M 218,905 +1,916 +0.9%
LPL Financial
2
LPL Financial
California
$7.05M 123,376 -1,159 -0.9%
SWM
3
Stonebridge Wealth Management
Illinois
$5.33M 93,400 +93,400 New
Morgan Stanley
4
Morgan Stanley
New York
$4.32M 75,688 +1,628 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$4.05M 70,951 +1,082 +2%
HI
6
Hudock Inc
Pennsylvania
$3.86M 67,570 -122 -0.2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.16M 55,286 -10,154 -16%
Bank of America
8
Bank of America
North Carolina
$3.05M 53,479 -13,769 -20%
Ameriprise
9
Ameriprise
Minnesota
$2.41M 42,267 -9,237 -18%
UBS Group
10
UBS Group
Switzerland
$1.93M 33,780 -13,107 -28%
ADL
11
Asset Dedication LLC
California
$1.83M 31,957 +556 +2%
FTUS
12
Flow Traders U.S.
New York
$1.7M 29,751 +6,487 +28%
GRP
13
Global Retirement Partners
California
$652K 11,414 +11,414 New
Jane Street
14
Jane Street
New York
$616K 10,783 -262 -2%
KAS
15
Kestra Advisory Services
Texas
$529K 9,258 -6,999 -43%
Citadel Advisors
16
Citadel Advisors
Florida
$525K 9,195 -24,597 -73%
Wells Fargo
17
Wells Fargo
California
$510K 8,929 -1 -0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$379K 6,636 -1,307 -16%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$377K 6,622 +2 +0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$374K 6,557 +640 +11%
CAM
21
Creekmur Asset Management
Illinois
$292K 5,104 -621 -11%
VPP
22
Vertex Planning Partners
Illinois
$290K 5,069 -389 -7%
GS
23
GTS Securities
New York
$266K 4,658 -5,116 -52%
IA
24
IFG Advisory
Georgia
$234K 4,092 +4,092 New
P
25
&Partners
Tennessee
$226K 3,958 +59 +2%
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