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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 %
BWMG
51
Barnes Wealth Management Group
California
$1.52M 15,829 +1,084 +7%
WIA
52
World Investment Advisors
California
$1.52M 15,823 -200 -1%
DADC
53
D.A. Davidson & Co
Montana
$1.42M 14,828 +2,997 +25%
CB
54
Cadence Bank
Mississippi
$1.42M 14,748 -25 -0.2%
CB
55
Community Bank
New York
$1.38M 14,340 -126 -0.9%
Northern Trust
56
Northern Trust
Illinois
$1.3M 13,545 – –
AWP
57
Axis Wealth Partners
Rhode Island
$1.23M 13,808 -765 -5%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$1.2M 12,465 +889 +8%
KWM
59
Keebeck Wealth Management
Illinois
$1.16M 12,042 – –
DAS
60
Dynamic Advisor Solutions
Arizona
$1.14M 11,909 -147 -1%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.12M 11,679 -190 -2%
SI
62
Saxon Interests
Texas
$1.08M 10,922 – –
EWM
63
Empirical Wealth Management
Washington
$1.08M 11,284 +608 +6%
MFG
64
Merit Financial Group
Georgia
$1.07M 11,153 -172 -2%
NA
65
NewEdge Advisors
Louisiana
$1.07M 11,102 +395 +4%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.01M 10,326 -2,201 -18%
MPW
67
Melone Private Wealth
Michigan
$1.01M 10,581 +20 +0.2%
WA
68
Waverly Advisors
Alabama
$986K 10,272 -15 -0.1%
SS
69
SBI Securities
Japan
$967K 10,076 +378 +4%
CTC
70
Central Trust Company
Missouri
$956K 9,956 +2,705 +37%
ASN
71
Advisory Services Network
Georgia
$865K 8,947 -221 -2%
VFO
72
Virtus Family Office
Texas
$843K 8,784 -6,003 -41%
OPWM
73
Oxinas Partners Wealth Management
Indiana
$812K 8,465 -100 -1%
CAL
74
Capital Advisors Ltd
Ohio
$797K 8,301 +7 +0.1%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$768K 7,997 +38 +0.5%
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