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WisdomTree US High Dividend Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
126
M&T Bank
New York
$322K
SCM
127
Schnieders Capital Management
California
$321K
Bank of New York Mellon
128
Bank of New York Mellon
New York
$314K -$741K -7,717 -70%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$313K -$83.1K -866 -21%
VCS
130
Vaughan & Co Securities
New Jersey
$311K
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$311K +$311K +3,239 New
MAM
132
Mullooly Asset Management
New Jersey
$310K +$2.98K +31 +1%
EH
133
Equitable Holdings
New York
$309K -$6.72K -70 -2%
UCFA
134
United Capital Financial Advisors
Texas
$307K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$307K +$1.15K +12 +0.4%
EFA
136
Edge Financial Advisors
Illinois
$296K +$2.98K +31 +1%
CFG
137
Cooper Financial Group
California
$296K -$60.9K -635 -17%
BTI
138
Blue Trust Inc
Georgia
$289K +$226K +2,357 +362%
Cerity Partners
139
Cerity Partners
New York
$288K +$288K +3,000 New
CFCI
140
Comprehensive Financial Consultants Institutional
Indiana
$287K +$287K +2,993 New
ONB
141
Old National Bancorp
Indiana
$277K
RCA
142
Ranch Capital Advisors
Florida
$270K +$1.54K +16 +0.6%
FF
143
Friday Financial
Iowa
$264K
WCP
144
Wick Capital Partners
Pennsylvania
$258K +$103K +1,782 +66%
KW
145
KWB Wealth
California
$256K -$1.69K -17 -0.7%
VCM
146
Vivaldi Capital Management
Illinois
$256K -$17.9K -186 -7%
RWM
147
Revisor Wealth Management
Ohio
$246K
GWSG
148
GPS Wealth Strategies Group
Colorado
$241K
WB
149
Webster Bank
Connecticut
$241K
DC
150
Davenport & Co
Virginia
$240K