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WisdomTree US High Dividend Fund

222 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
222
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
LCM
26
LVM Capital Management
Michigan
$3.94M
PAG
27
Private Advisor Group
New Jersey
$3.87M
FRA
28
FFG Retirement Advisors
Colorado
$3.59M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.57M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.48M
PWM
31
PBMares Wealth Management
Virginia
$3.41M
MA
32
Mutual Advisors
Nebraska
$3.22M
MML Investors Services
33
MML Investors Services
Massachusetts
$2.99M
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.86M
CB
35
Commerce Bank
Missouri
$2.52M
APP
36
Avantax Planning Partners
Iowa
$2.38M
AI
37
ArchPoint Investors
Florida
$2.3M
HighTower Advisors
38
HighTower Advisors
Illinois
$2.27M
Truist Financial
39
Truist Financial
North Carolina
$2.05M
William Blair & Company
40
William Blair & Company
Illinois
$2.01M
JSL
41
JT Stratford LLC
Georgia
$2M
Creative Planning
42
Creative Planning
Kansas
$2M
OPS
43
Orion Portfolio Solutions
Nebraska
$1.87M
BCI
44
Brinker Capital Investments
Pennsylvania
$1.87M
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.8M
SWP
46
ShoreHaven Wealth Partners
New Jersey
$1.72M
CTWM
47
Cherry Tree Wealth Management
Minnesota
$1.72M
Comerica Bank
48
Comerica Bank
Texas
$1.69M
KAS
49
Kestra Advisory Services
Texas
$1.69M
WIA
50
World Investment Advisors
California
$1.59M