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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 %
PAM
176
Parvin Asset Management
South Dakota
$93K – – –
CA
177
CoreCap Advisors
Michigan
$89.7K – – –
AA
178
Ancora Advisors
Ohio
$82.4K +$198 +2 +0.2%
TCM
179
TruNorth Capital Management
Michigan
$79.3K -$27K -272 -25%
FCAS
180
First Command Advisory Services
Texas
$69.2K +$5.75K +58 +9%
BTI
181
Blue Trust Inc
Georgia
$64.7K +$24.8K +250 +62%
GT
182
Glenmede Trust
Pennsylvania
$59.5K – – –
SL
183
Salomon & Ludwin
Virginia
$51K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.6K – – –
CT
185
Colonial Trust
South Carolina
$49.6K – – –
KFI
186
Key Financial Inc
Pennsylvania
$46.6K – – –
CBT
187
Crews Bank & Trust
Florida
$46.5K – – –
FFA
188
Frazier Financial Advisors
Ohio
$46.3K +$298 +3 +0.6%
OWA
189
Opal Wealth Advisors
New York
$45.2K +$45.2K +456 New
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$42.9K +$42.9K +432 New
GEA
191
Glen Eagle Advisors
New Jersey
$41.6K +$198 +2 +0.5%
PA
192
PSI Advisors
Florida
$41.4K – – –
RIL
193
Rothschild Investment LLC
Illinois
$41.3K – – –
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$40.7K -$14.4K -145 -26%
TF
195
Tompkins Financial
New York
$39.2K – – –
PS
196
Principal Securities
Iowa
$38.5K – – –
LFG
197
Larson Financial Group
Missouri
$38.2K +$99 +1 +0.3%
AF
198
Advisornet Financial
Minnesota
$36.7K +$198 +2 +0.5%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$30.6K – – –
GI
200
GAMMA Investing
California
$28.5K – – –
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8
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