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WisdomTree US High Dividend Fund

222 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
222
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
SWP
101
Stratos Wealth Partners
Ohio
$485K
FFA
102
Farther Finance Advisors
California
$484K
BPA
103
Beacon Pointe Advisors
California
$480K
GA
104
GSG Advisors
New Jersey
$465K
TFM
105
TFC Financial Management
Massachusetts
$459K
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$446K
AC
107
Avestar Capital
New York
$440K
Goldman Sachs
108
Goldman Sachs
New York
$438K
FHA
109
Flagship Harbor Advisors
Massachusetts
$426K
AI
110
Atria Investments
North Carolina
$426K
MWM
111
Maltin Wealth Management
New Jersey
$421K
CIA
112
Capital Investment Advisors
Georgia
$418K
FT
113
Fiduciary Trust
Massachusetts
$416K
Baird Financial Group
114
Baird Financial Group
Wisconsin
$409K
MGWA
115
Monument Group Wealth Advisors
Massachusetts
$408K
WWM
116
Western Wealth Management
Colorado
$396K
PAS
117
Park Avenue Securities
New York
$394K
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$392K
TWP
119
Tempus Wealth Planning
California
$387K
AAS
120
Avantax Advisory Services
Texas
$384K
CFG
121
Cooper Financial Group
California
$369K
SFA
122
Sequoia Financial Advisors
Ohio
$357K
CAWM
123
Capital Advisors Wealth Management
Washington
$353K
GWM
124
Geneos Wealth Management
Colorado
$353K
TFG
125
Tilson Financial Group
New Jersey
$343K