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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

230 hedge funds and large institutions have $616M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% 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
80
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$11.6M
2
1NWS
1 North Wealth Services
Maryland
$9.15M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$20.7M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
Bank of America
Bank of America
North Carolina
$38.9M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
OCM
One Capital Management
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.02M
4
LPL Financial
LPL Financial
California
$40.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
76
Main Street Financial Solutions
Pennsylvania
$768K +$3.65K +38 +0.5%
Comerica Bank
77
Comerica Bank
Texas
$733K -$903K -9,408 -55%
SPIA
78
Steward Partners Investment Advisory
New York
$731K +$254K +2,643 +53%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$728K -$48K -500 -6%
Stifel Financial
80
Stifel Financial
Missouri
$722K +$40.7K +424 +6%
SWP
81
ShoreHaven Wealth Partners
New Jersey
$642K -$1.02M -10,672 -61%
TRCT
82
Tower Research Capital (TRC)
New York
$628K +$627K +6,532 +59,382%
FFA
83
Farther Finance Advisors
California
$601K +$128K +1,329 +27%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$590K +$108K +1,127 +22%
CCA
85
Clearwater Capital Advisors
Illinois
$584K -$29.9K -312 -5%
IFA
86
Interactive Financial Advisors
Illinois
$567K -$4.13K -43 -0.7%
SC
87
Savant Capital
Illinois
$565K – – –
CCM
88
Coldstream Capital Management
Washington
$564K +$1.34K +14 +0.2%
TP
89
Tranquility Partners
Tennessee
$564K – – –
PCM
90
Passive Capital Management
Maryland
$561K – – –
ERWM
91
Elk River Wealth Management
Colorado
$555K -$3.46K -36 -0.6%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$540K – – –
NS
93
NBC Securities
Alabama
$507K -$54.9K -573 -10%
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$505K – – –
IWC
95
Integrated Wealth Concepts
Massachusetts
$494K +$176K +1,831 +55%
GA
96
GSG Advisors
New Jersey
$491K +$2.88K +30 +0.6%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$481K +$178K +1,850 +58%
GS
98
GTS Securities
New York
$476K – – –
NCM
99
Nelson Capital Management
California
$475K – – –
AWM
100
Avior Wealth Management
Nebraska
$470K -$4.51K -47 -0.9%
2 3
4
5 6