DHS icon

WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $618M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 12 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
JP Morgan Chase
JP Morgan Chase
New York
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
126
Tilson Financial Group
New Jersey
$335K
M&T Bank
127
M&T Bank
New York
$322K
SCM
128
Schnieders Capital Management
California
$321K
Bank of New York Mellon
129
Bank of New York Mellon
New York
$314K
Baird Financial Group
130
Baird Financial Group
Wisconsin
$313K
VCS
131
Vaughan & Co Securities
New Jersey
$311K
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$311K
MAM
133
Mullooly Asset Management
New Jersey
$310K
EH
134
Equitable Holdings
New York
$309K
UCFA
135
United Capital Financial Advisors
Texas
$307K
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$307K
EFA
137
Edge Financial Advisors
Illinois
$296K
CFG
138
Cooper Financial Group
California
$296K
BTI
139
Blue Trust Inc
Georgia
$289K
Cerity Partners
140
Cerity Partners
New York
$288K
CFCI
141
Comprehensive Financial Consultants Institutional
Indiana
$287K
ONB
142
Old National Bancorp
Indiana
$277K
RCA
143
Ranch Capital Advisors
Florida
$270K
FF
144
Friday Financial
Iowa
$264K
WCP
145
Wick Capital Partners
Pennsylvania
$258K
KW
146
KWB Wealth
California
$256K
VCM
147
Vivaldi Capital Management
Illinois
$256K
RWM
148
Revisor Wealth Management
Ohio
$246K
GWSG
149
GPS Wealth Strategies Group
Colorado
$241K
WB
150
Webster Bank
Connecticut
$241K