DHS icon

WisdomTree US High Dividend Fund

222 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
222
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
MCM
201
MAI Capital Management
Ohio
$28K
SAM
202
Smartleaf Asset Management
Massachusetts
$24.2K
BCMLT
203
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.2K
Russell Investments Group
204
Russell Investments Group
United Kingdom
$21.4K
NP
205
NorthRock Partners
Minnesota
$20.7K
SIM
206
Synergy Investment Management
Florida
$18K
CIAS
207
CBIZ Investment Advisory Services
Ohio
$16.6K
CT
208
Caldwell Trust
Florida
$14.9K
BlackRock
209
BlackRock
New York
$13.5K
RWM
210
Rialto Wealth Management
New York
$12.4K
PTC
211
Private Trust Company
Ohio
$11.9K
TWC
212
TD Waterhouse Canada
Ontario, Canada
$9.78K
EWA
213
EverSource Wealth Advisors
Alabama
$9.72K
CFD
214
Creative Financial Designs
Indiana
$6.94K
RFG
215
REAP Financial Group
Texas
$6.74K
S
216
SignatureFD
Georgia
$2.58K
AWM
217
AE Wealth Management
Kansas
$1.88K
AssetMark Inc
218
AssetMark Inc
California
$1.19K
TRCT
219
Tower Research Capital (TRC)
New York
$1.09K
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$253
BIG
221
Brooklyn Investment Group
New York
$100
T
222
Transce3nd
Texas
$99
FIA
223
Foundations Investment Advisors
Arizona
CAS
224
Coppell Advisory Solutions
Texas
OAS
225
Optivise Advisory Services
Tennessee