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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

221 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
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Win Advisors
Florida
+$10.1M
2
OCM
One Capital Management
California
+$5.1M
3
LPL Financial
LPL Financial
California
+$4.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$2.33M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$4.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.54M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.47M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84.7M -$2.47M -24,948 -3%
Wells Fargo
2
Wells Fargo
California
$50.5M +$1.91M +19,218 +4%
LPL Financial
3
LPL Financial
California
$43.4M +$4.88M +49,178 +13%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37M +$2.22M +22,389 +6%
Bank of America
5
Bank of America
North Carolina
$36.7M +$2.33M +23,533 +7%
LW
6
Linscomb Wealth
Texas
$34.9M -$764K -7,701 -2%
Morgan Stanley
7
Morgan Stanley
New York
$30.3M +$3.85M +38,871 +15%
IWP
8
Invenio Wealth Partners
Florida
$20M -$1.5M -15,092 -7%
MLA
9
MB, Levis & Associates
Pennsylvania
$15.8M +$75.5K +761 +0.5%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$12.9M -$3.54M -35,687 -22%
WA
11
Win Advisors
Florida
$10.1M +$10.1M +102,291 New
Raymond James Financial
12
Raymond James Financial
Florida
$9.34M -$1.87M -18,874 -17%
Ameriprise
13
Ameriprise
Minnesota
$8.31M +$535K +5,400 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.23M -$640K -6,455 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.16M -$4M -40,300 -33%
EAM
16
Evanson Asset Management
California
$8.03M -$29K -292 -0.4%
Mariner
17
Mariner
Kansas
$7.3M +$765K +7,714 +12%
UBS Group
18
UBS Group
Switzerland
$6.67M -$897K -9,051 -12%
PWP
19
Precedent Wealth Partners
Texas
$6.17M +$302K +3,050 +5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.73M +$612K +6,167 +12%
OCM
21
One Capital Management
California
$5.1M +$5.1M +51,434 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.91M +$81.6K +823 +2%
GLA
23
Good Life Advisors
Pennsylvania
$4.87M -$42.1K -425 -0.9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.74M +$1.86M +18,803 +65%
NRI
25
NFP Retirement Inc
California
$4.66M +$53.2K +536 +1%
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