DHS icon

WisdomTree US High Dividend Fund

231 hedge funds and large institutions have $653M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 73 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
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
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
Revisor Wealth Management
Ohio
$250K
IC
152
IEQ Capital
California
$248K
CSC
153
Caldwell Sutter Capital
California
$244K
KW
154
KWB Wealth
California
$241K
CAM
155
Cresset Asset Management
Illinois
$241K
AC
156
Avant Capital
Louisiana
$239K
CPA
157
Cardiff Park Advisors
California
$235K
JLBC
158
J.L. Bainbridge & Co
Florida
$232K
US Bancorp
159
US Bancorp
Minnesota
$229K
GVAG
160
Great Valley Advisor Group
Delaware
$227K
NFG
161
Nations Financial Group
Iowa
$225K
FSA
162
Financial Sense Advisors
California
$223K
GAM
163
Gemmer Asset Management
California
$222K
AC
164
Apella Capital
Connecticut
$218K
KPWS
165
Kestra Private Wealth Services
Texas
$213K
P
166
&Partners
Tennessee
$206K
DCM
167
Delta Capital Management
New Jersey
$202K
SI
168
Stephens Inc
Arkansas
$202K
GWM
169
Geneos Wealth Management
Colorado
$180K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$143K
ACA
171
Aptus Capital Advisors
Alabama
$136K
CA
172
Clearstead Advisors
Ohio
$117K
HHGA
173
Halbert Hargrove Global Advisors
California
$111K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$111K
CA
175
CoreCap Advisors
Michigan
$110K