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WisdomTree US High Dividend Fund

232 hedge funds and large institutions have $656M invested in WisdomTree US High Dividend Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
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
SWP
201
Strategic Wealth Partners
Ohio
$41.5K
TF
202
Tompkins Financial
New York
$40.2K
LFG
203
Larson Financial Group
Missouri
$39.8K
PTC
204
Private Trust Company
Ohio
$39.1K
AF
205
Advisornet Financial
Minnesota
$38.8K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$32.4K
NEWAS
207
N.E.W. Advisory Services
Wisconsin
$31.5K
GT
208
Glenmede Trust
Pennsylvania
$30.5K
FC
209
Financial Consulate
Maryland
$30K
GI
210
GAMMA Investing
California
$29.2K
MCM
211
MAI Capital Management
Ohio
$28.7K
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$26.5K
OCM
213
Orion Capital Management
California
$24.8K
Russell Investments Group
214
Russell Investments Group
United Kingdom
$23.1K
AWM
215
AE Wealth Management
Kansas
$17.6K
CIAS
216
CBIZ Investment Advisory Services
Ohio
$17K
IAIM
217
International Assets Investment Management
Florida
$16.8K
CT
218
Caldwell Trust
Florida
$15.3K
HDIM
219
Hanson & Doremus Investment Management
Vermont
$14K
RWM
220
Rialto Wealth Management
New York
$12.7K
SS
221
Sunbelt Securities
Texas
$10.2K
RFG
222
REAP Financial Group
Texas
$6.92K
MCA
223
McGuire Capital Advisors
Oklahoma
$3.56K
CFD
224
Creative Financial Designs
Indiana
$3.46K
CAIM
225
Catherine Avery Investment Management
Florida
$3.26K