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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 %
HHGA
176
Halbert Hargrove Global Advisors
California
$106K +$9.02K +94 +9%
CA
177
CoreCap Advisors
Michigan
$105K +$18.3K +191 +21%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$104K +$4.9K +51 +5%
IA
179
IFP Advisors
Florida
$98.6K +$1.82K +19 +2%
IBOK
180
Independence Bank of Kentucky
Kentucky
$96K – – –
Citigroup
181
Citigroup
New York
$94.6K – – –
WPWM
182
Western Pacific Wealth Management
Illinois
$93.3K -$37K -385 -28%
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$90.1K – – –
PAM
184
Parvin Asset Management
South Dakota
$90K – – –
AA
185
Ancora Advisors
Ohio
$80K +$288 +3 +0.4%
TCM
186
TruNorth Capital Management
Michigan
$76.8K – – –
AAS
187
Ameritas Advisory Services
Nebraska
$67.9K +$67.9K +707 New
FCAS
188
First Command Advisory Services
Texas
$67K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$63.8K -$37.4K -390 -37%
GIM
190
Glenmede Investment Management
Pennsylvania
$57.6K +$57.6K +600 New
NP
191
NorthRock Partners
Minnesota
$51.7K +$31.7K +330 +158%
SL
192
Salomon & Ludwin
Virginia
$50.3K – – –
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K – – –
FFA
194
Frazier Financial Advisors
Ohio
$45.3K +$480 +5 +1%
KFI
195
Key Financial Inc
Pennsylvania
$45.1K – – –
CBT
196
Crews Bank & Trust
Florida
$45K – – –
OWA
197
Opal Wealth Advisors
New York
$43.7K – – –
CT
198
Colonial Trust
South Carolina
$42.8K -$5.18K -54 -11%
PS
199
Principal Securities
Iowa
$40.7K +$1.15K +12 +3%
GEA
200
Glen Eagle Advisors
New Jersey
$40.6K +$384 +4 +1%
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