Funds holding WisdomTree US High Dividend Fund
ISIN US97717W2089 · United States · LEI 549300S5RBS4XFLQTK76
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,020 | +1,191.1 % |
| 2026Q1 | 1 | -1 | 79 | -95.7 % |
| 2025Q4 | 2 | 0 | 1,857 | -43.2 % |
| 2025Q3 | 2 | 0 | 3,271 | -70.2 % |
| 2025Q2 | 2 | 0 | 10,988 | +205.4 % |
| 2025Q1 | 2 | 0 | 3,598 | -59.0 % |
| 2024Q4 | 2 | 0 | 8,776 | +75.9 % |
| 2024Q3 | 2 | +1 | 4,989 | -37.5 % |
| 2024Q2 | 1 | 0 | 7,978 | -65.6 % |
| 2024Q1 | 1 | -1 | 23,213 | +236.7 % |
| 2023Q4 | 2 | 6,895 |
Institutional managers
248 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 861,983 | 94.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 513,436 | 56.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 491,799 | 53.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 457,448 | 50M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 412,451 | 45M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 402,554 | 44M $ | as of Mar 31, 2026 |
| Linscomb Wealth, Inc. | 297,802 | 32.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 225,135 | 24.6M $ | as of Mar 31, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | 158,245 | 17.3M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 148,018 | 16.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 117,261 | 12.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 110,020 | 12M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 103,732 | 11.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 90,125 | 9.8M $ | as of Mar 31, 2026 |
| Stonebridge Wealth Management, LLC | 85,517 | 9.3M $ | as of Mar 31, 2026 |
| Mariner, LLC | 84,107 | 9.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 83,594 | 9.1M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 78,542 | 78.5K $ | as of Mar 31, 2026 |
| Evanson Asset Management, LLC | 76,466 | 8.4M $ | as of Mar 31, 2026 |
| WIN ADVISORS, INC | 75,972 | 8.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 66,825 | 7.3M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 64,065 | 7M $ | as of Mar 31, 2026 |
| 1 NORTH WEALTH SERVICES LLC | 62,781 | 6.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 62,517 | 6.8M $ | as of Mar 31, 2026 |
| Wealthspire Retirement, LLC | 57,235 | 6.3M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding WisdomTree US High Dividend Fund". https://titelia.com/en/stocks/wisdomtree-us-high-dividend-fund-US97717W2089