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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 %
BWMG
51
Barnes Wealth Management Group
California
$1.52M +$104K +1,084 +7%
WIA
52
World Investment Advisors
California
$1.52M -$19.2K -200 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.51M +$1.13M +11,769 +297%
DADC
54
D.A. Davidson & Co
Montana
$1.42M +$288K +2,997 +25%
CB
55
Cadence Bank
Mississippi
$1.42M -$2.4K -25 -0.2%
CB
56
Community Bank
New York
$1.38M -$12.1K -126 -0.9%
Northern Trust
57
Northern Trust
Illinois
$1.3M – – –
AWP
58
Axis Wealth Partners
Rhode Island
$1.23M -$68.3K -765 -5%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$1.2M +$85.3K +889 +8%
KWM
60
Keebeck Wealth Management
Illinois
$1.16M – – –
DAS
61
Dynamic Advisor Solutions
Arizona
$1.14M -$14.1K -147 -1%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.12M -$18.2K -190 -2%
SI
63
Saxon Interests
Texas
$1.08M – – –
EWM
64
Empirical Wealth Management
Washington
$1.08M +$58.4K +608 +6%
MFG
65
Merit Financial Group
Georgia
$1.07M -$16.5K -172 -2%
NA
66
NewEdge Advisors
Louisiana
$1.07M +$37.9K +395 +4%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$216K -2,201 -18%
MPW
68
Melone Private Wealth
Michigan
$1.01M +$1.91K +20 +0.2%
WA
69
Waverly Advisors
Alabama
$986K -$1.44K -15 -0.1%
SS
70
SBI Securities
Japan
$967K +$36.3K +378 +4%
CTC
71
Central Trust Company
Missouri
$956K +$260K +2,705 +37%
ASN
72
Advisory Services Network
Georgia
$865K -$21.4K -221 -2%
VFO
73
Virtus Family Office
Texas
$843K -$576K -6,003 -41%
OPWM
74
Oxinas Partners Wealth Management
Indiana
$812K -$9.6K -100 -1%
CAL
75
Capital Advisors Ltd
Ohio
$797K +$672 +7 +0.1%
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