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WisdomTree US High Dividend Fund

233 hedge funds and large institutions have $654M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
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
CL
151
Choreo LLC
Illinois
$252K
RWM
152
Revisor Wealth Management
Ohio
$250K
IC
153
IEQ Capital
California
$248K
CSC
154
Caldwell Sutter Capital
California
$244K
KW
155
KWB Wealth
California
$241K
CAM
156
Cresset Asset Management
Illinois
$241K
AC
157
Avant Capital
Louisiana
$239K
CPA
158
Cardiff Park Advisors
California
$235K
JLBC
159
J.L. Bainbridge & Co
Florida
$232K
US Bancorp
160
US Bancorp
Minnesota
$229K
GVAG
161
Great Valley Advisor Group
Delaware
$227K
NFG
162
Nations Financial Group
Iowa
$225K
FSA
163
Financial Sense Advisors
California
$223K
GAM
164
Gemmer Asset Management
California
$222K
AC
165
Apella Capital
Connecticut
$218K
KPWS
166
Kestra Private Wealth Services
Texas
$213K
P
167
&Partners
Tennessee
$206K
DCM
168
Delta Capital Management
New Jersey
$202K
SI
169
Stephens Inc
Arkansas
$202K
GWM
170
Geneos Wealth Management
Colorado
$180K
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$143K
ACA
172
Aptus Capital Advisors
Alabama
$136K
CA
173
Clearstead Advisors
Ohio
$117K
HHGA
174
Halbert Hargrove Global Advisors
California
$111K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$111K