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WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $618M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 66 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
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.92M
2 +$9.15M
3 +$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1 -$10.1M
2 -$5.1M
3 -$1.57M
4
LPL Financial
LPL Financial
California
-$1.39M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$470K
BPA
102
Beacon Pointe Advisors
California
$465K
Jane Street
103
Jane Street
New York
$461K
IA
104
IFG Advisory
Georgia
$460K
TFM
105
TFC Financial Management
Massachusetts
$459K
FHA
106
Flagship Harbor Advisors
Massachusetts
$451K
UPS
107
UHLMANN PRICE SECURITIES
Illinois
$449K
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$432K
AC
109
Avestar Capital
New York
$426K
MCA
110
MSH Capital Advisors
Arizona
$421K
SWP
111
Stratos Wealth Partners
Ohio
$412K
MWM
112
Maltin Wealth Management
New Jersey
$412K
AI
113
Atria Investments
North Carolina
$408K
CIA
114
Capital Investment Advisors
Georgia
$404K
FT
115
Fiduciary Trust
Massachusetts
$403K
MGWA
116
Monument Group Wealth Advisors
Massachusetts
$395K
AAS
117
Avantax Advisory Services
Texas
$395K
SF
118
Summit Financial
New Jersey
$385K
PAS
119
Park Avenue Securities
New York
$375K
TWP
120
Tempus Wealth Planning
California
$375K
EWM
121
Evolution Wealth Management
Florida
$369K
WWM
122
Western Wealth Management
Colorado
$359K
CAWM
123
Capital Advisors Wealth Management
Washington
$355K
SFA
124
Sequoia Financial Advisors
Ohio
$348K
BRWA
125
B. Riley Wealth Advisors
Florida
$348K