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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

221 hedge funds and large institutions have $598M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$10.1M
2
OCM
One Capital Management
California
+$5.1M
3
LPL Financial
LPL Financial
California
+$4.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$2.33M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$4.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.47M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
151
Revisor Wealth Management
Ohio
$247K +$247K +2,495 New
KW
152
KWB Wealth
California
$243K +$7K +75 +3%
IC
153
IEQ Capital
California
$240K +$240K +2,417 New
KPWS
154
Kestra Private Wealth Services
Texas
$239K +$239K +2,408 New
US Bancorp
155
US Bancorp
Minnesota
$231K – – –
CPA
156
Cardiff Park Advisors
California
$229K +$694 +7 +0.3%
JLBC
157
J.L. Bainbridge & Co
Florida
$229K – – –
FSA
158
Financial Sense Advisors
California
$224K +$397 +4 +0.2%
NFG
159
Nations Financial Group
Iowa
$222K – – –
LC
160
Lindbrook Capital
California
$219K – – –
AA
161
Armis Advisers
Georgia
$210K -$525K -5,290 -71%
AC
162
Apella Capital
Connecticut
$205K -$548 -6 -0.3%
CSC
163
Caldwell Sutter Capital
California
$205K +$15.5K +156 +8%
WPWM
164
Western Pacific Wealth Management
Illinois
$135K – – –
ACA
165
Aptus Capital Advisors
Alabama
$134K +$134K +1,350 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$119K – – –
CA
167
Clearstead Advisors
Ohio
$115K – – –
BFPW
168
BOK Financial Private Wealth
Colorado
$106K – – –
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$105K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$103K +$47.6K +480 +87%
HHGA
171
Halbert Hargrove Global Advisors
California
$100K – – –
IA
172
IFP Advisors
Florida
$100K – – –
IBOK
173
Independence Bank of Kentucky
Kentucky
$99.2K – – –
Citigroup
174
Citigroup
New York
$97.8K – – –
CNBTD
175
Citizens National Bank Trust Department
Mississippi
$93.1K +$93.1K +939 New
5 6
7
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