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WisdomTree US High Dividend Fund

231 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$9.92M
2 +$9.15M
3 +$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1 -$10.1M
2 -$5.1M
3 -$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
Change in
Stake
BWMG
51
Barnes Wealth Management Group
California
$1.52M
WIA
52
World Investment Advisors
California
$1.52M
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.51M
DADC
54
D.A. Davidson & Co
Montana
$1.42M
CB
55
Cadence Bank
Mississippi
$1.42M
CB
56
Community Bank
New York
$1.38M
Northern Trust
57
Northern Trust
Illinois
$1.3M
AWP
58
Axis Wealth Partners
Rhode Island
$1.23M
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$1.2M
KWM
60
Keebeck Wealth Management
Illinois
$1.16M
DAS
61
Dynamic Advisor Solutions
Arizona
$1.14M
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.12M
SI
63
Saxon Interests
Texas
$1.08M
EWM
64
Empirical Wealth Management
Washington
$1.08M
MFG
65
Merit Financial Group
Georgia
$1.07M
NA
66
NewEdge Advisors
Louisiana
$1.07M
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.01M
MPW
68
Melone Private Wealth
Michigan
$1.01M
WA
69
Waverly Advisors
Alabama
$986K
SS
70
SBI Securities
Japan
$967K
CTC
71
Central Trust Company
Missouri
$956K
ASN
72
Advisory Services Network
Georgia
$865K
VFO
73
Virtus Family Office
Texas
$843K
OPWM
74
Oxinas Partners Wealth Management
Indiana
$812K
CAL
75
Capital Advisors Ltd
Ohio
$797K