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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

221 hedge funds and large institutions have $598M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$10.1M
2
OCM
One Capital Management
California
+$5.1M
3
LPL Financial
LPL Financial
California
+$4.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$2.33M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$4.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.47M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$822K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$802K +$104K +1,047 +15%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$789K +$3.97K +40 +0.5%
CTC
79
Central Trust Company
Missouri
$719K +$7.83K +79 +1%
Stifel Financial
80
Stifel Financial
Missouri
$705K +$6.35K +64 +0.9%
WC
81
Waterloo Capital
Texas
$640K +$640K +6,458 New
CCA
82
Clearwater Capital Advisors
Illinois
$634K -$3.57K -36 -0.6%
IFA
83
Interactive Financial Advisors
Illinois
$590K -$14.3K -144 -2%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$587K +$196K +2,006 +50%
SC
85
Savant Capital
Illinois
$584K – – –
TP
86
Tranquility Partners
Tennessee
$582K – – –
CCM
87
Coldstream Capital Management
Washington
$581K – – –
NS
88
NBC Securities
Alabama
$581K +$580K +5,857 +97,617%
ERWM
89
Elk River Wealth Management
Colorado
$577K – – –
PCM
90
Passive Capital Management
Maryland
$571K -$29.7K -300 -5%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$558K – – –
Citadel Advisors
92
Citadel Advisors
Florida
$540K -$558K -5,630 -51%
GVAG
93
Great Valley Advisor Group
Delaware
$533K -$4.61M -46,449 -90%
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$522K – – –
IA
95
IFG Advisory
Georgia
$515K -$1.98K -20 -0.4%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$498K -$1.88K -19 -0.4%
SPIA
97
Steward Partners Investment Advisory
New York
$493K – – –
GS
98
GTS Securities
New York
$492K -$456K -4,600 -48%
AWM
99
Avior Wealth Management
Nebraska
$491K -$14K -141 -3%
NCM
100
Nelson Capital Management
California
$490K -$32.7K -330 -6%
2 3
4
5 6