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WisdomTree US High Dividend Fund

231 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, 67 reducing their positions, and 11 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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$465K
Jane Street
102
Jane Street
New York
$461K
IA
103
IFG Advisory
Georgia
$460K
TFM
104
TFC Financial Management
Massachusetts
$459K
FHA
105
Flagship Harbor Advisors
Massachusetts
$451K
UPS
106
UHLMANN PRICE SECURITIES
Illinois
$449K
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
SWP
110
Stratos Wealth Partners
Ohio
$412K
MWM
111
Maltin Wealth Management
New Jersey
$412K
AI
112
Atria Investments
North Carolina
$408K
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
SF
117
Summit Financial
New Jersey
$385K
PAS
118
Park Avenue Securities
New York
$375K
TWP
119
Tempus Wealth Planning
California
$375K
EWM
120
Evolution Wealth Management
Florida
$369K
WWM
121
Western Wealth Management
Colorado
$359K
CAWM
122
Capital Advisors Wealth Management
Washington
$355K
SFA
123
Sequoia Financial Advisors
Ohio
$348K
BRWA
124
B. Riley Wealth Advisors
Florida
$348K
TFG
125
Tilson Financial Group
New Jersey
$335K