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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.

Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.09%
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
1
Kestra Advisory Services
Texas
$11.6M
2
1NWS
2
1 North Wealth Services
Maryland
$9.15M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$20.7M
4
Ameriprise
4
Ameriprise
Minnesota
$12.4M
5
Bank of America
5
Bank of America
North Carolina
$38.9M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
OCM
2
One Capital Management
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.02M
4
LPL Financial
4
LPL Financial
California
$40.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$40K – – –
SWP
202
Strategic Wealth Partners
Ohio
$39.2K +$39.2K +408 New
TF
203
Tompkins Financial
New York
$37.9K – – –
LFG
204
Larson Financial Group
Missouri
$37.2K +$192 +2 +0.5%
AF
205
Advisornet Financial
Minnesota
$35.9K +$384 +4 +1%
SAM
206
Smartleaf Asset Management
Massachusetts
$29.9K +$6.22K +65 +26%
NEWAS
207
N.E.W. Advisory Services
Wisconsin
$29.7K -$11.8K -123 -28%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$29.7K – – –
GI
209
GAMMA Investing
California
$27.5K – – –
MCM
210
MAI Capital Management
Ohio
$27.1K – – –
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$25.6K -$13.7K -143 -35%
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.6K +$192 +2 +0.8%
Russell Investments Group
213
Russell Investments Group
United Kingdom
$20.7K – – –
ADL
214
Asset Dedication LLC
California
$20.6K +$20.6K +215 New
AAP
215
Arax Advisory Partners
Colorado
$19.2K +$19.2K +200 New
CIAS
216
CBIZ Investment Advisory Services
Ohio
$16K – – –
BlackRock
217
BlackRock
New York
$13.1K – – –
HDIM
218
Hanson & Doremus Investment Management
Vermont
$13K +$13K +135 New
TIM
219
Total Investment Management
Arizona
$12.4K +$12.4K +129 New
RWM
220
Rialto Wealth Management
New York
$12K – – –
PTC
221
Private Trust Company
Ohio
$11.5K – – –
TWC
222
TD Waterhouse Canada
Ontario, Canada
$9.72K – – –
EWA
223
EverSource Wealth Advisors
Alabama
$9.41K – – –
RFG
224
REAP Financial Group
Texas
$6.53K – – –
TSMHT
225
Thurston Springer Miller Herd & Titak
Indiana
$4.77K +$4.77K +49 New
6 7 8
9
10