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WisdomTree US High Dividend Fund

230 hedge funds and large institutions have $656M invested in WisdomTree US High Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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

Top Buyers

1 +$103M
2 +$2.11M
3 +$1.51M
4
AP
Americana Partners
Texas
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Harfst & Associates
Wyoming
$478K
AWM
102
Avior Wealth Management
Nebraska
$467K
AC
103
Avestar Capital
New York
$463K
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$458K
IA
105
IFG Advisory
Georgia
$447K
MWM
106
Maltin Wealth Management
New Jersey
$445K
CIA
107
Capital Investment Advisors
Georgia
$443K
FT
108
Fiduciary Trust
Massachusetts
$427K
TWP
109
Tempus Wealth Planning
California
$406K
SPIA
110
Steward Partners Investment Advisory
New York
$401K
OC
111
Oppenheimer & Co
New York
$398K
PAS
112
Park Avenue Securities
New York
$394K
SWP
113
Stratos Wealth Partners
Ohio
$393K
CAWM
114
Capital Advisors Wealth Management
Washington
$388K
WWM
115
Western Wealth Management
Colorado
$382K
SF
116
Summit Financial
New Jersey
$382K
NS
117
NBC Securities
Alabama
$374K
SFA
118
Sequoia Financial Advisors
Ohio
$373K
EWM
119
Evolution Wealth Management
Florida
$368K
TFG
120
Tilson Financial Group
New Jersey
$362K
CFCI
121
Comprehensive Financial Consultants Institutional
Indiana
$355K
AI
122
Atria Investments
North Carolina
$348K
AWM
123
Apollon Wealth Management
South Carolina
$344K
M&T Bank
124
M&T Bank
New York
$342K
TP
125
Tranquility Partners
Tennessee
$342K