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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

221 hedge funds and large institutions have $598M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$10.1M
2
OCM
One Capital Management
California
+$5.1M
3
LPL Financial
LPL Financial
California
+$4.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$2.33M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$4.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.47M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$485K +$99 +1 +0%
FFA
102
Farther Finance Advisors
California
$484K +$484K +4,929 New
BPA
103
Beacon Pointe Advisors
California
$480K +$39.2K +395 +9%
GA
104
GSG Advisors
New Jersey
$465K +$1.83K +20 +0.4%
TFM
105
TFC Financial Management
Massachusetts
$459K +$459K +4,630 New
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$446K -$8.62K -87 -2%
AC
107
Avestar Capital
New York
$440K – – –
Goldman Sachs
108
Goldman Sachs
New York
$438K -$626K -6,315 -59%
FHA
109
Flagship Harbor Advisors
Massachusetts
$426K +$26.5K +267 +7%
AI
110
Atria Investments
North Carolina
$426K -$375K -3,777 -47%
MWM
111
Maltin Wealth Management
New Jersey
$421K -$12.1K -122 -3%
CIA
112
Capital Investment Advisors
Georgia
$418K +$418K +4,214 New
FT
113
Fiduciary Trust
Massachusetts
$416K – – –
Baird Financial Group
114
Baird Financial Group
Wisconsin
$409K -$1.69K -17 -0.4%
MGWA
115
Monument Group Wealth Advisors
Massachusetts
$408K – – –
WWM
116
Western Wealth Management
Colorado
$396K +$25.6K +258 +7%
PAS
117
Park Avenue Securities
New York
$394K -$77.2K -778 -16%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$392K -$1.61M -16,275 -80%
TWP
119
Tempus Wealth Planning
California
$387K +$387K +3,906 New
AAS
120
Avantax Advisory Services
Texas
$384K +$9.82K +99 +3%
CFG
121
Cooper Financial Group
California
$369K -$353K -3,563 -49%
SFA
122
Sequoia Financial Advisors
Ohio
$357K +$1.29K +13 +0.4%
CAWM
123
Capital Advisors Wealth Management
Washington
$353K +$2.08K +21 +0.6%
GWM
124
Geneos Wealth Management
Colorado
$353K +$177K +1,782 +100%
TFG
125
Tilson Financial Group
New Jersey
$343K – – –
3 4
5
6 7