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WisdomTree US High Dividend Fund

230 hedge funds and large institutions have $656M invested in WisdomTree US High Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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

Top Buyers

1 +$103M
2 +$2.11M
3 +$1.51M
4
AP
Americana Partners
Texas
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$5.06M
Goldman Sachs
27
Goldman Sachs
New York
$4.42M
FRA
28
FFG Retirement Advisors
Colorado
$4.34M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.04M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.74M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.66M
GS
32
GTS Securities
New York
$3.65M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.55M
MA
34
Mutual Advisors
Nebraska
$3.47M
CIM
35
Catalyst Investment Management
New Hampshire
$3.39M
LCM
36
LVM Capital Management
Michigan
$2.99M
JSL
37
JT Stratford LLC
Georgia
$2.96M
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.89M
BCI
39
Brinker Capital Investments
Pennsylvania
$2.59M
HighTower Advisors
40
HighTower Advisors
Illinois
$2.43M
CB
41
Commerce Bank
Missouri
$2.39M
APP
42
Avantax Planning Partners
Iowa
$2.3M
William Blair & Company
43
William Blair & Company
Illinois
$2.23M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.1M
Truist Financial
45
Truist Financial
North Carolina
$2.09M
Creative Planning
46
Creative Planning
Kansas
$2.06M
DADC
47
D.A. Davidson & Co
Montana
$1.91M
CTC
48
Central Trust Company
Missouri
$1.9M
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.74M
BWMG
50
Barnes Wealth Management Group
California
$1.65M