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WisdomTree US High Dividend Fund

233 hedge funds and large institutions have $654M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
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
ASN
76
Advisory Services Network
Georgia
$883K
OPWM
77
Oxinas Partners Wealth Management
Indiana
$853K
CAL
78
Capital Advisors Ltd
Ohio
$827K
Comerica Bank
79
Comerica Bank
Texas
$761K
MSFS
80
Main Street Financial Solutions
Pennsylvania
$756K
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$751K
FTS
82
Fifth Third Securities
Ohio
$751K
MWM
83
Maridea Wealth Management
New York
$682K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$665K
FFA
85
Farther Finance Advisors
California
$664K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$640K
CCA
87
Clearwater Capital Advisors
Illinois
$613K
SC
88
Savant Capital
Illinois
$593K
PCM
89
Passive Capital Management
Maryland
$591K
USCWA
90
U.S. Capital Wealth Advisors
Texas
$567K
ERWM
91
Elk River Wealth Management
Colorado
$554K
CCM
92
Coldstream Capital Management
Washington
$535K
AQR Capital Management
93
AQR Capital Management
Connecticut
$533K
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$520K
NCM
95
Nelson Capital Management
California
$498K
MCA
96
MSH Capital Advisors
Arizona
$498K
IWC
97
Integrated Wealth Concepts
Massachusetts
$497K
FHA
98
Flagship Harbor Advisors
Massachusetts
$491K
SPIA
99
Steward Partners Investment Advisory
New York
$491K
GA
100
GSG Advisors
New Jersey
$490K