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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
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
Baird Financial Group
129
Baird Financial Group
Wisconsin
$313K
VCS
130
Vaughan & Co Securities
New Jersey
$311K
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$311K
MAM
132
Mullooly Asset Management
New Jersey
$310K
EH
133
Equitable Holdings
New York
$309K
UCFA
134
United Capital Financial Advisors
Texas
$307K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$307K
EFA
136
Edge Financial Advisors
Illinois
$296K
CFG
137
Cooper Financial Group
California
$296K
BTI
138
Blue Trust Inc
Georgia
$289K
Cerity Partners
139
Cerity Partners
New York
$288K
CFCI
140
Comprehensive Financial Consultants Institutional
Indiana
$287K
ONB
141
Old National Bancorp
Indiana
$277K
RCA
142
Ranch Capital Advisors
Florida
$270K
FF
143
Friday Financial
Iowa
$264K
WCP
144
Wick Capital Partners
Pennsylvania
$258K
KW
145
KWB Wealth
California
$256K
VCM
146
Vivaldi Capital Management
Illinois
$256K
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