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WisdomTree US High Dividend Fund

229 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, 66 reducing their positions, and 11 closing their positions.

Holders
229
Holders Change
+8
Holders Change %
+3.62%
% of All Funds
3.07%
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
79
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$239K 2,494 -198 -7%
CSC
152
Caldwell Sutter Capital
California
$236K 2,456 +390 +19%
AC
153
Avant Capital
Louisiana
$235K 2,450 -80 -3%
IC
154
IEQ Capital
California
$234K 2,442 +25 +1%
GVAG
155
Great Valley Advisor Group
Delaware
$230K 2,400 -2,976 -55%
CAM
156
Cresset Asset Management
Illinois
$230K 2,396 +2,396 New
CPA
157
Cardiff Park Advisors
California
$223K 2,325 +11 +0.5%
JLBC
158
J.L. Bainbridge & Co
Florida
$221K 2,306
RA
159
RFG Advisory
Alabama
$220K 2,287 +2,287 New
US Bancorp
160
US Bancorp
Minnesota
$218K 2,275 -50 -2%
NFG
161
Nations Financial Group
Iowa
$215K 2,238
AC
162
Apella Capital
Connecticut
$214K 2,192 -57 -3%
FSA
163
Financial Sense Advisors
California
$213K 2,222 -34 -2%
AWS
164
Atria Wealth Solutions
New York
$212K 2,211 +2,211 New
1CP
165
17 Capital Partners
Arizona
$212K 2,209 +2,209 New
GAM
166
Gemmer Asset Management
California
$211K 2,201 -673 -23%
KPWS
167
Kestra Private Wealth Services
Texas
$203K 2,115 -293 -12%
FTS
168
Fifth Third Securities
Ohio
$200K 2,087 +2,087 New
GWM
169
Geneos Wealth Management
Colorado
$171K 1,783 -1,779 -50%
EWA
170
EP Wealth Advisors
California
$126K 1,312 +1,312 New
ACA
171
Aptus Capital Advisors
Alabama
$116K 1,210 -140 -10%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$115K 1,200
BFPW
173
BOK Financial Private Wealth
Colorado
$113K 1,182 +115 +11%
CA
174
Clearstead Advisors
Ohio
$111K 1,159
HHGA
175
Halbert Hargrove Global Advisors
California
$106K 1,102 +94 +9%