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WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $653M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
26
NFP Retirement Inc
California
$4.56M
Goldman Sachs
27
Goldman Sachs
New York
$4.37M
FRA
28
FFG Retirement Advisors
Colorado
$4.34M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.31M
PWM
30
PBMares Wealth Management
Virginia
$3.48M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.45M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.43M
MA
33
Mutual Advisors
Nebraska
$3.42M
Jones Financial Companies
34
Jones Financial Companies
Missouri
$3.35M
LCM
35
LVM Capital Management
Michigan
$3.25M
GS
36
GTS Securities
New York
$3.05M
MML Investors Services
37
MML Investors Services
Massachusetts
$2.91M
JSL
38
JT Stratford LLC
Georgia
$2.72M
HighTower Advisors
39
HighTower Advisors
Illinois
$2.57M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.53M
CB
41
Commerce Bank
Missouri
$2.53M
BCI
42
Brinker Capital Investments
Pennsylvania
$2.52M
APP
43
Avantax Planning Partners
Iowa
$2.3M
William Blair & Company
44
William Blair & Company
Illinois
$2.23M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.2M
Truist Financial
46
Truist Financial
North Carolina
$2.15M
Creative Planning
47
Creative Planning
Kansas
$2.03M
CTC
48
Central Trust Company
Missouri
$1.82M
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.73M
BWMG
50
Barnes Wealth Management Group
California
$1.68M