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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
SWM
2
Stonebridge Wealth Management
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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.25M 44,307 -13,482 -23%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.09M 42,636 +6,659 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.58M 37,343 +2,270 +6%
FRA
29
FFG Retirement Advisors
Colorado
$3.52M 36,690 +521 +1%
MA
30
Mutual Advisors
Nebraska
$3.41M 34,509 -294 -0.8%
PWM
31
PBMares Wealth Management
Virginia
$3.35M 34,902 +508 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$3.24M 33,896 +27,905 +466%
LCM
33
LVM Capital Management
Michigan
$3.23M 33,667 -6,068 -15%
Corient Private Wealth
34
Corient Private Wealth
Florida
$3.19M 33,224 +15,111 +83%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.02M 31,455 -16,320 -34%
Goldman Sachs
36
Goldman Sachs
New York
$2.99M 31,120 +26,698 +604%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.89M 30,143 – –
GRP
38
Global Retirement Partners
California
$2.78M 28,970 +28,970 New
CB
39
Commerce Bank
Missouri
$2.38M 24,800 -645 -3%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.3M 24,011 +5,165 +27%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.3M 23,972 +1,087 +5%
APP
42
Avantax Planning Partners
Iowa
$2.25M 23,459 -521 -2%
JSL
43
JT Stratford LLC
Georgia
$2.21M 23,009 +2,838 +14%
William Blair & Company
44
William Blair & Company
Illinois
$2.13M 22,145 +1,925 +10%
AI
45
ArchPoint Investors
Florida
$2.09M 21,825 -1,350 -6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.97M 20,495 -8,353 -29%
Creative Planning
47
Creative Planning
Kansas
$1.93M 20,144 +11 +0.1%
Truist Financial
48
Truist Financial
North Carolina
$1.82M 18,981 -1,719 -8%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.66M 17,257 -41 -0.2%
JWCA
50
J.W. Cole Advisors
Florida
$1.52M 15,872 +6,029 +61%
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