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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 %
Comerica Bank
76
Comerica Bank
Texas
$733K 7,636 -9,408 -55%
SPIA
77
Steward Partners Investment Advisory
New York
$731K 7,619 +2,643 +53%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$728K 7,583 -500 -6%
Stifel Financial
79
Stifel Financial
Missouri
$722K 7,527 +424 +6%
SWP
80
ShoreHaven Wealth Partners
New Jersey
$642K 6,684 -10,672 -61%
TRCT
81
Tower Research Capital (TRC)
New York
$628K 6,543 +6,532 +59,382%
FFA
82
Farther Finance Advisors
California
$601K 6,258 +1,329 +27%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$590K 6,148 +1,127 +22%
CCA
84
Clearwater Capital Advisors
Illinois
$584K 6,084 -312 -5%
IFA
85
Interactive Financial Advisors
Illinois
$567K 5,904 -43 -0.7%
SC
86
Savant Capital
Illinois
$565K 5,885 – –
CCM
87
Coldstream Capital Management
Washington
$564K 5,878 +14 +0.2%
TP
88
Tranquility Partners
Tennessee
$564K 5,872 – –
PCM
89
Passive Capital Management
Maryland
$561K 5,762 – –
ERWM
90
Elk River Wealth Management
Colorado
$555K 5,782 -36 -0.6%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$540K 5,624 – –
NS
92
NBC Securities
Alabama
$507K 5,290 -573 -10%
RZH
93
Relyea Zuckerberg Hanson
Connecticut
$505K 5,262 – –
IWC
94
Integrated Wealth Concepts
Massachusetts
$494K 5,151 +1,831 +55%
GA
95
GSG Advisors
New Jersey
$491K 5,118 +30 +0.6%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$481K 5,014 +1,850 +58%
GS
97
GTS Securities
New York
$476K 4,957 – –
NCM
98
Nelson Capital Management
California
$475K 4,945 – –
AWM
99
Avior Wealth Management
Nebraska
$470K 4,901 -47 -0.9%
BPA
100
Beacon Pointe Advisors
California
$465K 4,845 – –
2 3
4
5 6