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WisdomTree US High Dividend Fund

230 hedge funds and large institutions have $617M 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, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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
JP Morgan Chase
JP Morgan Chase
New York
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Strategic Wealth Partners
Ohio
$39.2K
TF
202
Tompkins Financial
New York
$37.9K
LFG
203
Larson Financial Group
Missouri
$37.2K
AF
204
Advisornet Financial
Minnesota
$35.9K
SAM
205
Smartleaf Asset Management
Massachusetts
$29.9K
NEWAS
206
N.E.W. Advisory Services
Wisconsin
$29.7K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$29.7K
GI
208
GAMMA Investing
California
$27.5K
MCM
209
MAI Capital Management
Ohio
$27.1K
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$25.6K
BCMLT
211
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.6K
Russell Investments Group
212
Russell Investments Group
United Kingdom
$20.7K
ADL
213
Asset Dedication LLC
California
$20.6K
AAP
214
Arax Advisory Partners
Colorado
$19.2K
CIAS
215
CBIZ Investment Advisory Services
Ohio
$16K
CT
216
Caldwell Trust
Florida
$14.4K
BlackRock
217
BlackRock
New York
$13.1K
HDIM
218
Hanson & Doremus Investment Management
Vermont
$13K
TIM
219
Total Investment Management
Arizona
$12.4K
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
$4.76K