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WisdomTree US High Dividend Fund

231 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, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.92M
2 +$9.15M
3 +$8.25M
4
Ameriprise
Ameriprise
Minnesota
+$4.5M
5
Bank of America
Bank of America
North Carolina
+$3.4M

Top Sellers

1 -$10.1M
2 -$5.1M
3 -$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
Change in
Stake
CL
151
Choreo LLC
Illinois
$240K
AWM
152
Apollon Wealth Management
South Carolina
$239K
CSC
153
Caldwell Sutter Capital
California
$236K
AC
154
Avant Capital
Louisiana
$235K
IC
155
IEQ Capital
California
$234K
GVAG
156
Great Valley Advisor Group
Delaware
$230K
CAM
157
Cresset Asset Management
Illinois
$230K
CPA
158
Cardiff Park Advisors
California
$223K
JLBC
159
J.L. Bainbridge & Co
Florida
$221K
RA
160
RFG Advisory
Alabama
$220K
US Bancorp
161
US Bancorp
Minnesota
$218K
NFG
162
Nations Financial Group
Iowa
$215K
AC
163
Apella Capital
Connecticut
$214K
FSA
164
Financial Sense Advisors
California
$213K
AWS
165
Atria Wealth Solutions
New York
$212K
1CP
166
17 Capital Partners
Arizona
$212K
GAM
167
Gemmer Asset Management
California
$211K
KPWS
168
Kestra Private Wealth Services
Texas
$203K
FTS
169
Fifth Third Securities
Ohio
$200K
GWM
170
Geneos Wealth Management
Colorado
$171K
EWA
171
EP Wealth Advisors
California
$126K
ACA
172
Aptus Capital Advisors
Alabama
$116K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$115K
BFPW
174
BOK Financial Private Wealth
Colorado
$113K
CA
175
Clearstead Advisors
Ohio
$111K