DHS icon

WisdomTree US High Dividend Fund

221 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
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
126
M&T Bank
New York
$333K
SCM
127
Schnieders Capital Management
California
$331K
MCA
128
MSH Capital Advisors
Arizona
$330K
IWC
129
Integrated Wealth Concepts
Massachusetts
$329K -$116K -1,171 -26%
EH
130
Equitable Holdings
New York
$326K +$40.7K +410 +14%
VCS
131
Vaughan & Co Securities
New Jersey
$322K
UCFA
132
United Capital Financial Advisors
Texas
$317K -$39.7K -400 -11%
MAM
133
Mullooly Asset Management
New Jersey
$317K +$317K +3,197 New
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$314K -$19.3K -196 -6%
FPAS
135
Focus Partners Advisor Solutions
Missouri
$314K +$25.8K +260 +9%
EFA
136
Edge Financial Advisors
Illinois
$303K +$1.98K +20 +0.7%
WCF
137
West Coast Financial
California
$297K
TW
138
Transform Wealth
Colorado
$293K
ONB
139
Old National Bancorp
Indiana
$286K
GAM
140
Gemmer Asset Management
California
$285K
VCM
141
Vivaldi Capital Management
Illinois
$283K +$19.9K +201 +8%
RCA
142
Ranch Capital Advisors
Florida
$278K +$1.09K +11 +0.4%
FF
143
Friday Financial
Iowa
$271K +$25.6K +260 +10%
AWM
144
Apollon Wealth Management
South Carolina
$267K -$14.6K -147 -5%
WCP
145
Wick Capital Partners
Pennsylvania
$267K +$267K +2,691 New
AC
146
Avant Capital
Louisiana
$251K +$397 +4 +0.2%
GWSG
147
GPS Wealth Strategies Group
Colorado
$249K
WB
148
Webster Bank
Connecticut
$249K
DC
149
Davenport & Co
Virginia
$248K
CL
150
Choreo LLC
Illinois
$248K