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WisdomTree US High Dividend Fund

222 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
222
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
$247K
KW
152
KWB Wealth
California
$243K
IC
153
IEQ Capital
California
$240K
KPWS
154
Kestra Private Wealth Services
Texas
$239K
US Bancorp
155
US Bancorp
Minnesota
$231K
CPA
156
Cardiff Park Advisors
California
$229K
JLBC
157
J.L. Bainbridge & Co
Florida
$229K
FSA
158
Financial Sense Advisors
California
$224K
NFG
159
Nations Financial Group
Iowa
$222K
LC
160
Lindbrook Capital
California
$219K
AA
161
Armis Advisers
Georgia
$210K
AC
162
Apella Capital
Connecticut
$205K
CSC
163
Caldwell Sutter Capital
California
$205K
WPWM
164
Western Pacific Wealth Management
Illinois
$135K
ACA
165
Aptus Capital Advisors
Alabama
$134K
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
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