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WisdomTree US High Dividend Fund

230 hedge funds and large institutions have $656M invested in WisdomTree US High Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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

Top Buyers

1 +$103M
2 +$2.11M
3 +$1.51M
4
AP
Americana Partners
Texas
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$39.8K
PTC
202
Private Trust Company
Ohio
$39.1K
AF
203
Advisornet Financial
Minnesota
$38.8K
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$32.4K
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$31.5K
GT
206
Glenmede Trust
Pennsylvania
$30.5K
FC
207
Financial Consulate
Maryland
$30K
GI
208
GAMMA Investing
California
$29.2K
MCM
209
MAI Capital Management
Ohio
$28.7K
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$26.5K
OCM
211
Orion Capital Management
California
$24.8K
Russell Investments Group
212
Russell Investments Group
United Kingdom
$23.1K
AWM
213
AE Wealth Management
Kansas
$17.6K
CIAS
214
CBIZ Investment Advisory Services
Ohio
$17K
IAIM
215
International Assets Investment Management
Florida
$16.8K
CT
216
Caldwell Trust
Florida
$15.3K
HDIM
217
Hanson & Doremus Investment Management
Vermont
$14K
RWM
218
Rialto Wealth Management
New York
$12.7K
SS
219
Sunbelt Securities
Texas
$10.2K
RFG
220
REAP Financial Group
Texas
$6.92K
MCA
221
McGuire Capital Advisors
Oklahoma
$3.56K
CFD
222
Creative Financial Designs
Indiana
$3.46K
CAIM
223
Catherine Avery Investment Management
Florida
$3.26K
S
224
SignatureFD
Georgia
$2.65K
SAM
225
Smartleaf Asset Management
Massachusetts
$2.35K