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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

230 hedge funds and large institutions have $616M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% 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
80
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$9.92M
2
1NWS
1 North Wealth Services
Maryland
+$9.15M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1
WA
Win Advisors
Florida
-$10.1M
2
OCM
One Capital Management
California
-$5.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.57M
4
LPL Financial
LPL Financial
California
-$1.39M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.25M -$1.29M -13,482 -23%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.09M +$639K +6,659 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.58M +$218K +2,270 +6%
FRA
29
FFG Retirement Advisors
Colorado
$3.52M +$50K +521 +1%
MA
30
Mutual Advisors
Nebraska
$3.41M -$29K -294 -0.8%
PWM
31
PBMares Wealth Management
Virginia
$3.35M +$48.8K +508 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$3.24M +$2.67M +27,905 +466%
LCM
33
LVM Capital Management
Michigan
$3.23M -$582K -6,068 -15%
Corient Private Wealth
34
Corient Private Wealth
Florida
$3.19M +$1.45M +15,111 +83%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.02M -$1.57M -16,320 -34%
Goldman Sachs
36
Goldman Sachs
New York
$2.99M +$2.56M +26,698 +604%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.89M – – –
GRP
38
Global Retirement Partners
California
$2.78M +$2.78M +28,970 New
CB
39
Commerce Bank
Missouri
$2.38M -$61.9K -645 -3%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.3M +$496K +5,165 +27%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.3M +$104K +1,087 +5%
APP
42
Avantax Planning Partners
Iowa
$2.25M -$50K -521 -2%
JSL
43
JT Stratford LLC
Georgia
$2.21M +$272K +2,838 +14%
William Blair & Company
44
William Blair & Company
Illinois
$2.13M +$185K +1,925 +10%
AI
45
ArchPoint Investors
Florida
$2.09M -$130K -1,350 -6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.97M -$802K -8,353 -29%
Creative Planning
47
Creative Planning
Kansas
$1.93M +$1.06K +11 +0.1%
Truist Financial
48
Truist Financial
North Carolina
$1.82M -$165K -1,719 -8%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.66M -$3.94K -41 -0.2%
JWCA
50
J.W. Cole Advisors
Florida
$1.52M +$579K +6,029 +61%
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