DHS icon

WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

221 hedge funds and large institutions have $598M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$10.1M
2
OCM
One Capital Management
California
+$5.1M
3
LPL Financial
LPL Financial
California
+$4.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$2.33M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$4.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.47M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Bordeaux Wealth Advisors
California
– -$592K -6,346 Closed
FPCP
227
Fort Point Capital Partners
California
– -$569K -6,097 Closed
GFG
228
Goldstone Financial Group
Illinois
– -$420K -4,497 Closed
FHB
229
First Hawaiian Bank
Hawaii
– -$413K -4,427 Closed
DWM
230
Dakota Wealth Management
Florida
– -$383K -4,106 Closed
IAA
231
Independent Advisor Alliance
North Carolina
– -$340K -3,645 Closed
IWM
232
Iams Wealth Management
Nebraska
– -$274K -2,935 Closed
WPC
233
Wedmont Private Capital
Pennsylvania
– -$246K -2,691 Closed
CCAL
234
City Center Advisors LLC
Michigan
– -$219K -2,341 Closed
FEM
235
Fulcrum Equity Management
Texas
– -$219K -2,341 Closed
FWCM
236
Ferguson Wellman Capital Management
Oregon
– -$202K -2,166 Closed
CFGS
237
Concourse Financial Group Securities
Alabama
– -$113K -1,200 Closed
CPBTD
238
Central Pacific Bank - Trust Division
Hawaii
– -$112K -1,200 Closed
AF
239
Allworth Financial
California
– -$104K -1,100 Closed
LI
240
LRI Investments
Florida
– -$82.6K -885 Closed
NFSG
241
Newbridge Financial Services Group
Florida
– -$42.9K -459 Closed
PFA
242
Pathway Financial Advisers
Indiana
– -$38K -407 Closed
SIS
243
Sound Income Strategies
Florida
– -$7.1K -76 Closed
6 7 8 9
10