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WisdomTree US High Dividend Fund
DHS

Overview Fund Activity

230 hedge funds and large institutions have $616M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
80
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$11.6M
2
1NWS
1 North Wealth Services
Maryland
$9.15M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$20.7M
4
Ameriprise
Ameriprise
Minnesota
$12.4M
5
Bank of America
Bank of America
North Carolina
$38.9M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
OCM
One Capital Management
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.02M
4
LPL Financial
LPL Financial
California
$40.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$81M -$967K -10,079 -1%
Wells Fargo
2
Wells Fargo
California
$48.3M -$594K -6,194 -1%
LPL Financial
3
LPL Financial
California
$40.6M -$1.39M -14,450 -3%
Bank of America
4
Bank of America
North Carolina
$38.9M +$3.4M +35,395 +10%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$36M +$213K +2,224 +0.6%
LW
6
Linscomb Wealth
Texas
$33.1M -$661K -6,888 -2%
Morgan Stanley
7
Morgan Stanley
New York
$29M -$334K -3,477 -1%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$20.7M +$8.25M +85,943 +66%
IWP
9
Invenio Wealth Partners
Florida
$19.9M +$521K +5,426 +3%
MLA
10
MB, Levis & Associates
Pennsylvania
$15.3M +$41.8K +435 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$12.4M +$4.5M +47,791 +57%
KAS
12
Kestra Advisory Services
Texas
$11.6M +$9.92M +103,367 +607%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.94M +$2.04M +21,267 +26%
SWM
14
Stonebridge Wealth Management
Illinois
$9.45M +$9.45M +98,470 New
1NWS
15
1 North Wealth Services
Maryland
$9.15M +$9.15M +95,355 New
Raymond James Financial
16
Raymond James Financial
Florida
$9.13M +$90.6K +944 +1%
UBS Group
17
UBS Group
Switzerland
$7.83M +$1.38M +14,391 +21%
EAM
18
Evanson Asset Management
California
$7.66M -$110K -1,151 -1%
Mariner
19
Mariner
Kansas
$7.57M +$508K +5,292 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.93M -$886K -9,406 -11%
PAG
21
Private Advisor Group
New Jersey
$6.1M +$2.35M +24,529 +63%
PWP
22
Precedent Wealth Partners
Texas
$5.76M -$212K -2,206 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.02M +$272K +2,838 +6%
GLA
24
Good Life Advisors
Pennsylvania
$4.74M +$25.6K +267 +0.5%
NRI
25
NFP Retirement Inc
California
$4.56M +$52.8K +550 +1%
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