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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 %
LCM
26
LVM Capital Management
Michigan
$3.94M -$446K -4,494 -10%
PAG
27
Private Advisor Group
New Jersey
$3.87M -$142K -1,436 -4%
FRA
28
FFG Retirement Advisors
Colorado
$3.59M -$115K -1,161 -3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.57M -$67K -676 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.48M +$405K +4,088 +13%
PWM
31
PBMares Wealth Management
Virginia
$3.41M -$496 -5 -0%
MA
32
Mutual Advisors
Nebraska
$3.22M -$45.8K -495 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.99M -$895K -9,025 -23%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.86M +$693K +6,984 +32%
CB
35
Commerce Bank
Missouri
$2.52M -$112K -1,130 -4%
APP
36
Avantax Planning Partners
Iowa
$2.38M -$25.9K -261 -1%
AI
37
ArchPoint Investors
Florida
$2.3M +$1.09M +11,000 +90%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.27M +$96.6K +974 +4%
Truist Financial
39
Truist Financial
North Carolina
$2.05M +$108K +1,090 +6%
William Blair & Company
40
William Blair & Company
Illinois
$2.01M +$43.6K +440 +2%
JSL
41
JT Stratford LLC
Georgia
$2M +$857K +8,642 +75%
Creative Planning
42
Creative Planning
Kansas
$2M -$237K -2,393 -11%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.87M -$1.44M -14,551 -44%
OPS
44
Orion Portfolio Solutions
Nebraska
$1.87M -$1.44M -14,551 -44%
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.8M -$326K -3,290 -15%
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.72M +$29.8K +301 +2%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$1.72M -$28.1K -283 -2%
Comerica Bank
48
Comerica Bank
Texas
$1.69M +$55.1K +556 +3%
KAS
49
Kestra Advisory Services
Texas
$1.69M +$314K +3,162 +23%
WIA
50
World Investment Advisors
California
$1.59M -$28.3K -285 -2%
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