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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

230 hedge funds and large institutions have $616M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.08%
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
80
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$9.92M
2
1NWS
1 North Wealth Services
Maryland
+$9.15M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1
WA
Win Advisors
Florida
-$10.1M
2
OCM
One Capital Management
California
-$5.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$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 		Shares
Change %
CL
151
Choreo LLC
Illinois
$240K – – –
AWM
152
Apollon Wealth Management
South Carolina
$239K -$19K -198 -7%
CSC
153
Caldwell Sutter Capital
California
$236K +$37.4K +390 +19%
AC
154
Avant Capital
Louisiana
$235K -$7.68K -80 -3%
IC
155
IEQ Capital
California
$234K +$2.4K +25 +1%
GVAG
156
Great Valley Advisor Group
Delaware
$230K -$285K -2,976 -55%
CAM
157
Cresset Asset Management
Illinois
$230K +$230K +2,396 New
CPA
158
Cardiff Park Advisors
California
$223K +$1.06K +11 +0.5%
JLBC
159
J.L. Bainbridge & Co
Florida
$221K – – –
RA
160
RFG Advisory
Alabama
$220K +$220K +2,287 New
US Bancorp
161
US Bancorp
Minnesota
$218K -$4.8K -50 -2%
NFG
162
Nations Financial Group
Iowa
$215K – – –
AC
163
Apella Capital
Connecticut
$214K -$5.57K -57 -3%
FSA
164
Financial Sense Advisors
California
$213K -$3.26K -34 -2%
AWS
165
Atria Wealth Solutions
New York
$212K +$212K +2,211 New
1CP
166
17 Capital Partners
Arizona
$212K +$212K +2,209 New
GAM
167
Gemmer Asset Management
California
$211K -$64.6K -673 -23%
KPWS
168
Kestra Private Wealth Services
Texas
$203K -$28.1K -293 -12%
FTS
169
Fifth Third Securities
Ohio
$200K +$200K +2,087 New
GWM
170
Geneos Wealth Management
Colorado
$171K -$171K -1,779 -50%
EWA
171
EP Wealth Advisors
California
$126K +$126K +1,312 New
ACA
172
Aptus Capital Advisors
Alabama
$116K -$13.4K -140 -10%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$115K – – –
BFPW
174
BOK Financial Private Wealth
Colorado
$113K +$11K +115 +11%
CA
175
Clearstead Advisors
Ohio
$111K – – –
5 6
7
8 9