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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

229 hedge funds and large institutions have $615M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 11 closing their positions.

Holders
229
Holders Change
+8
Holders Change %
+3.62%
% 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
79
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$11.6M
2
SWM
2
Stonebridge Wealth Management
Illinois
$9.45M
3
1NWS
3
1 North Wealth Services
Maryland
$9.15M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$20.7M
5
Ameriprise
5
Ameriprise
Minnesota
$12.4M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
OCM
2
One Capital Management
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.02M
4
LPL Financial
4
LPL Financial
California
$40.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$461K 4,805 +4,805 New
IA
102
IFG Advisory
Georgia
$460K 4,792 -402 -8%
TFM
103
TFC Financial Management
Massachusetts
$459K 4,780 +150 +3%
FHA
104
Flagship Harbor Advisors
Massachusetts
$451K 4,701 +400 +9%
UPS
105
UHLMANN PRICE SECURITIES
Illinois
$449K 4,674 -7,234 -61%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$432K 4,501 – –
AC
107
Avestar Capital
New York
$426K 4,439 – –
MCA
108
MSH Capital Advisors
Arizona
$421K 4,383 +1,055 +32%
SWP
109
Stratos Wealth Partners
Ohio
$412K 4,293 -600 -12%
MWM
110
Maltin Wealth Management
New Jersey
$412K 4,293 +43 +1%
AI
111
Atria Investments
North Carolina
$408K 4,247 -49 -1%
CIA
112
Capital Investment Advisors
Georgia
$404K 4,214 – –
FT
113
Fiduciary Trust
Massachusetts
$403K 4,195 – –
MGWA
114
Monument Group Wealth Advisors
Massachusetts
$395K 4,119 – –
AAS
115
Avantax Advisory Services
Texas
$395K 4,111 +242 +6%
SF
116
Summit Financial
New Jersey
$385K 4,016 +4,016 New
PAS
117
Park Avenue Securities
New York
$375K 3,908 -63 -2%
TWP
118
Tempus Wealth Planning
California
$375K 3,906 – –
EWM
119
Evolution Wealth Management
Florida
$369K 3,844 +3,844 New
WWM
120
Western Wealth Management
Colorado
$359K 3,736 -254 -6%
CAWM
121
Capital Advisors Wealth Management
Washington
$355K 3,697 +134 +4%
SFA
122
Sequoia Financial Advisors
Ohio
$348K 3,623 +20 +0.6%
BRWA
123
B. Riley Wealth Advisors
Florida
$348K 3,621 +3,621 New
TFG
124
Tilson Financial Group
New Jersey
$335K 3,494 +31 +0.9%
M&T Bank
125
M&T Bank
New York
$322K 3,359 – –
3 4
5
6 7