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WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $618M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 66 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
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
JP Morgan Chase
JP Morgan Chase
New York
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$768K
Comerica Bank
77
Comerica Bank
Texas
$733K
SPIA
78
Steward Partners Investment Advisory
New York
$731K
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$728K
Stifel Financial
80
Stifel Financial
Missouri
$722K
SA
81
Sanctuary Advisors
Indiana
$663K
SWP
82
ShoreHaven Wealth Partners
New Jersey
$642K
TRCT
83
Tower Research Capital (TRC)
New York
$628K
FFA
84
Farther Finance Advisors
California
$601K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$590K
CCA
86
Clearwater Capital Advisors
Illinois
$584K
IFA
87
Interactive Financial Advisors
Illinois
$567K
SC
88
Savant Capital
Illinois
$565K
CCM
89
Coldstream Capital Management
Washington
$564K
TP
90
Tranquility Partners
Tennessee
$564K
PCM
91
Passive Capital Management
Maryland
$561K
ERWM
92
Elk River Wealth Management
Colorado
$555K
USCWA
93
U.S. Capital Wealth Advisors
Texas
$540K
NS
94
NBC Securities
Alabama
$507K
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$505K
IWC
96
Integrated Wealth Concepts
Massachusetts
$494K
GA
97
GSG Advisors
New Jersey
$491K
FPAS
98
Focus Partners Advisor Solutions
Missouri
$481K
GS
99
GTS Securities
New York
$476K
NCM
100
Nelson Capital Management
California
$475K