Funds holding WisdomTree US High Dividend Fund
ISIN US97717W2089 · United States · LEI 549300S5RBS4XFLQTK76
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 115K $
A single tracked fund declares this security: these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,020 | 115K $ | 0.02 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.02 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| 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 25 largest follow.
| 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 |
Cite this page
Titelia. "Funds holding WisdomTree US High Dividend Fund". https://titelia.com/en/stocks/wisdomtree-us-high-dividend-fund-US97717W2089