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WisdomTree US High Dividend Fund

222 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
222
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
CAL
76
Capital Advisors Ltd
Ohio
$822K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$802K
MSFS
78
Main Street Financial Solutions
Pennsylvania
$789K
CTC
79
Central Trust Company
Missouri
$719K
Stifel Financial
80
Stifel Financial
Missouri
$705K
WC
81
Waterloo Capital
Texas
$640K
CCA
82
Clearwater Capital Advisors
Illinois
$634K
IFA
83
Interactive Financial Advisors
Illinois
$590K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$587K
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
ERWM
89
Elk River Wealth Management
Colorado
$577K
PCM
90
Passive Capital Management
Maryland
$571K
USCWA
91
U.S. Capital Wealth Advisors
Texas
$558K
Citadel Advisors
92
Citadel Advisors
Florida
$540K
GVAG
93
Great Valley Advisor Group
Delaware
$533K
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$522K
IA
95
IFG Advisory
Georgia
$515K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$498K
SPIA
97
Steward Partners Investment Advisory
New York
$493K
GS
98
GTS Securities
New York
$492K
AWM
99
Avior Wealth Management
Nebraska
$491K
NCM
100
Nelson Capital Management
California
$490K