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WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $653M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 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
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
AWM
101
Avior Wealth Management
Nebraska
$463K
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$453K
AC
103
Avestar Capital
New York
$447K
TRCT
104
Tower Research Capital (TRC)
New York
$447K
IA
105
IFG Advisory
Georgia
$440K
AI
106
Atria Investments
North Carolina
$440K
TFM
107
TFC Financial Management
Massachusetts
$440K
CIA
108
Capital Investment Advisors
Georgia
$438K
MWM
109
Maltin Wealth Management
New Jersey
$436K
FT
110
Fiduciary Trust
Massachusetts
$423K
NS
111
NBC Securities
Alabama
$419K
PAS
112
Park Avenue Securities
New York
$415K
TWP
113
Tempus Wealth Planning
California
$402K
SWP
114
Stratos Wealth Partners
Ohio
$391K
SF
115
Summit Financial
New Jersey
$391K
WWM
116
Western Wealth Management
Colorado
$377K
CAWM
117
Capital Advisors Wealth Management
Washington
$375K
EWM
118
Evolution Wealth Management
Florida
$369K
SFA
119
Sequoia Financial Advisors
Ohio
$367K
TFG
120
Tilson Financial Group
New Jersey
$355K
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$344K
AWM
122
Apollon Wealth Management
South Carolina
$340K
M&T Bank
123
M&T Bank
New York
$338K
TP
124
Tranquility Partners
Tennessee
$338K
SCM
125
Schnieders Capital Management
California
$337K