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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

229 hedge funds and large institutions have $615M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
229
Holders Change
+8
Holders Change %
+3.62%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
79
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$11.6M
2
SWML
2
Stonebridge Wealth Management, LLC
Illinois
$9.45M
3
1NWS
3
1 North Wealth Services
Maryland
$9.15M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$20.7M
5
Ameriprise
5
Ameriprise
Minnesota
$12.4M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
OCM
2
One Capital Management
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.02M
4
LPL Financial
4
LPL Financial
California
$40.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$81M 844,212 -10,079 -1%
Wells Fargo
2
Wells Fargo
California
$48.3M 502,731 -6,194 -1%
LPL Financial
3
LPL Financial
California
$40.6M 423,221 -14,450 -3%
Bank of America
4
Bank of America
North Carolina
$38.9M 405,319 +35,395 +10%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36M 375,540 +2,224 +0.6%
LW
6
Linscomb Wealth
Texas
$33.1M 345,217 -6,888 -2%
Morgan Stanley
7
Morgan Stanley
New York
$29M 302,065 -3,477 -1%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$20.7M 216,121 +85,943 +66%
IWP
9
Invenio Wealth Partners
Florida
$19.9M 206,980 +5,426 +3%
MLA
10
MB, Levis & Associates
Pennsylvania
$15.3M 159,831 +435 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$12.4M 131,632 +47,791 +57%
KAS
12
Kestra Advisory Services
Texas
$11.6M 120,395 +103,367 +607%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.94M 103,549 +21,267 +26%
SWML
14
Stonebridge Wealth Management, LLC
Illinois
$9.45M 98,470 +98,470 New
1NWS
15
1 North Wealth Services
Maryland
$9.15M 95,355 +95,355 New
Raymond James Financial
16
Raymond James Financial
Florida
$9.13M 95,099 +944 +1%
UBS Group
17
UBS Group
Switzerland
$7.83M 81,615 +14,391 +21%
EAM
18
Evanson Asset Management
California
$7.66M 79,833 -1,151 -1%
Mariner
19
Mariner
Kansas
$7.57M 78,918 +5,292 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.93M 73,615 -9,406 -11%
PAG
21
Private Advisor Group
New Jersey
$6.1M 63,591 +24,529 +63%
PWP
22
Precedent Wealth Partners
Texas
$5.76M 60,052 -2,206 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.02M 52,300 +2,838 +6%
GLA
24
Good Life Advisors
Pennsylvania
$4.74M 49,409 +267 +0.5%
NRI
25
NFP Retirement Inc
California
$4.56M 47,525 +550 +1%
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