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WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $653M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oxinas Partners Wealth Management
Indiana
$853K
CAL
77
Capital Advisors Ltd
Ohio
$827K
Comerica Bank
78
Comerica Bank
Texas
$761K
MSFS
79
Main Street Financial Solutions
Pennsylvania
$756K
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$751K
FTS
81
Fifth Third Securities
Ohio
$751K
MWM
82
Maridea Wealth Management
New York
$682K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$665K
FFA
84
Farther Finance Advisors
California
$664K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$640K
CCA
86
Clearwater Capital Advisors
Illinois
$613K
SC
87
Savant Capital
Illinois
$593K
PCM
88
Passive Capital Management
Maryland
$591K
USCWA
89
U.S. Capital Wealth Advisors
Texas
$567K
ERWM
90
Elk River Wealth Management
Colorado
$554K
CCM
91
Coldstream Capital Management
Washington
$535K
AQR Capital Management
92
AQR Capital Management
Connecticut
$533K
RZH
93
Relyea Zuckerberg Hanson
Connecticut
$520K
NCM
94
Nelson Capital Management
California
$498K
MCA
95
MSH Capital Advisors
Arizona
$498K
IWC
96
Integrated Wealth Concepts
Massachusetts
$497K
FHA
97
Flagship Harbor Advisors
Massachusetts
$491K
SPIA
98
Steward Partners Investment Advisory
New York
$491K
GA
99
GSG Advisors
New Jersey
$490K
IFA
100
Interactive Financial Advisors
Illinois
$476K