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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
RIL
201
Rothschild Investment LLC
Illinois
$40K
SWP
202
Strategic Wealth Partners
Ohio
$39.2K
TF
203
Tompkins Financial
New York
$37.9K
LFG
204
Larson Financial Group
Missouri
$37.2K
AF
205
Advisornet Financial
Minnesota
$35.9K
SAM
206
Smartleaf Asset Management
Massachusetts
$29.9K
NEWAS
207
N.E.W. Advisory Services
Wisconsin
$29.7K
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
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.6K
Russell Investments Group
213
Russell Investments Group
United Kingdom
$20.7K
ADL
214
Asset Dedication LLC
California
$20.6K
AAP
215
Arax Advisory Partners
Colorado
$19.2K
CIAS
216
CBIZ Investment Advisory Services
Ohio
$16K
CT
217
Caldwell Trust
Florida
$14.4K
BlackRock
218
BlackRock
New York
$13.1K
HDIM
219
Hanson & Doremus Investment Management
Vermont
$13K
TIM
220
Total Investment Management
Arizona
$12.4K
RWM
221
Rialto Wealth Management
New York
$12K
PTC
222
Private Trust Company
Ohio
$11.5K
TWC
223
TD Waterhouse Canada
Ontario, Canada
$9.72K
EWA
224
EverSource Wealth Advisors
Alabama
$9.41K
RFG
225
REAP Financial Group
Texas
$6.53K