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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

230 hedge funds and large institutions have $616M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% 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
80
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$9.92M
2
1NWS
1 North Wealth Services
Maryland
+$9.15M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1
WA
Win Advisors
Florida
-$10.1M
2
OCM
One Capital Management
California
-$5.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.57M
4
LPL Financial
LPL Financial
California
-$1.39M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$465K – – –
Jane Street
102
Jane Street
New York
$461K +$461K +4,805 New
IA
103
IFG Advisory
Georgia
$460K -$38.6K -402 -8%
TFM
104
TFC Financial Management
Massachusetts
$459K +$14.4K +150 +3%
FHA
105
Flagship Harbor Advisors
Massachusetts
$451K +$38.4K +400 +9%
UPS
106
UHLMANN PRICE SECURITIES
Illinois
$449K -$694K -7,234 -61%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$432K – – –
AC
108
Avestar Capital
New York
$426K – – –
MCA
109
MSH Capital Advisors
Arizona
$421K +$101K +1,055 +32%
SWP
110
Stratos Wealth Partners
Ohio
$412K -$57.6K -600 -12%
MWM
111
Maltin Wealth Management
New Jersey
$412K +$4.13K +43 +1%
AI
112
Atria Investments
North Carolina
$408K -$4.7K -49 -1%
CIA
113
Capital Investment Advisors
Georgia
$404K – – –
FT
114
Fiduciary Trust
Massachusetts
$403K – – –
MGWA
115
Monument Group Wealth Advisors
Massachusetts
$395K – – –
AAS
116
Avantax Advisory Services
Texas
$395K +$23.2K +242 +6%
SF
117
Summit Financial
New Jersey
$385K +$385K +4,016 New
PAS
118
Park Avenue Securities
New York
$375K -$6.05K -63 -2%
TWP
119
Tempus Wealth Planning
California
$375K – – –
EWM
120
Evolution Wealth Management
Florida
$369K +$369K +3,844 New
WWM
121
Western Wealth Management
Colorado
$359K -$24.4K -254 -6%
CAWM
122
Capital Advisors Wealth Management
Washington
$355K +$12.9K +134 +4%
SFA
123
Sequoia Financial Advisors
Ohio
$348K +$1.92K +20 +0.6%
BRWA
124
B. Riley Wealth Advisors
Florida
$348K +$348K +3,621 New
TFG
125
Tilson Financial Group
New Jersey
$335K +$2.97K +31 +0.9%
3 4
5
6 7