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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
HHGA
176
Halbert Hargrove Global Advisors
California
$106K
CA
177
CoreCap Advisors
Michigan
$105K
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$104K
IA
179
IFP Advisors
Florida
$98.6K
IBOK
180
Independence Bank of Kentucky
Kentucky
$96K
Citigroup
181
Citigroup
New York
$94.6K
WPWM
182
Western Pacific Wealth Management
Illinois
$93.3K
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$90.1K
PAM
184
Parvin Asset Management
South Dakota
$90K
AA
185
Ancora Advisors
Ohio
$80K
TCM
186
TruNorth Capital Management
Michigan
$76.8K
AAS
187
Ameritas Advisory Services
Nebraska
$67.9K
FCAS
188
First Command Advisory Services
Texas
$67K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$63.8K
GIM
190
Glenmede Investment Management
Pennsylvania
$57.6K
NP
191
NorthRock Partners
Minnesota
$51.7K
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
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
PS
199
Principal Securities
Iowa
$40.7K
GEA
200
Glen Eagle Advisors
New Jersey
$40.6K