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WisdomTree US High Dividend Fund
DHS

248 hedge funds and large institutions have $736M invested in WisdomTree US High Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $656M → $736M (+$79.8M)

7% more funds holding

Funds holding: 232 → 248 (+16)

1.3% more ownership

Funds ownership: 50.33% → 51.63% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
77
Reduced
67
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
KAS
Kestra Advisory Services
Texas
+$11.8M
3
WA
Win Advisors
Florida
+$8.26M
4
NA
NewEdge Advisors
Louisiana
+$7.6M
5
SWP
Stratos Wealth Partners
Ohio
+$6.54M

Top Sellers

1
IWP
Invenio Wealth Partners
Florida
-$17.2M
2
LW
Linscomb Wealth
Texas
-$4.3M
3
GS
GTS Securities
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.63M
5
PAG
Private Advisor Group
New Jersey
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$94.1M +$312K +2,872 +0.3%
Wells Fargo
2
Wells Fargo
California
$56.1M -$1.74M -15,987 -3%
Morgan Stanley
3
Morgan Stanley
New York
$53.7M +$18.7M +172,370 +54%
Bank of America
4
Bank of America
North Carolina
$50M +$1.58M +14,519 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$45M +$1.12M +10,290 +3%
LPL Financial
6
LPL Financial
California
$44M +$276K +2,539 +0.6%
LW
7
Linscomb Wealth
Texas
$32.5M -$4.3M -39,528 -12%
KAS
8
Kestra Advisory Services
Texas
$24.6M +$11.8M +108,569 +93%
MLA
9
MB, Levis & Associates
Pennsylvania
$17.3M +$182K +1,678 +1%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$16.2M +$26.1K +240 +0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.8M +$100K +921 +0.8%
Raymond James Financial
12
Raymond James Financial
Florida
$12M +$1.11M +10,239 +10%
Ameriprise
13
Ameriprise
Minnesota
$11.3M +$449K +4,133 +4%
UBS Group
14
UBS Group
Switzerland
$9.84M +$12.9K +119 +0.1%
SWM
15
Stonebridge Wealth Management
Illinois
$9.34M -$756K -6,960 -8%
Mariner
16
Mariner
Kansas
$9.19M -$602K -5,542 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.13M +$983K +9,042 +12%
NA
18
NewEdge Advisors
Louisiana
$8.58M +$7.6M +69,903 +809%
EAM
19
Evanson Asset Management
California
$8.35M -$347K -3,192 -4%
WA
20
Win Advisors
Florida
$8.3M +$8.26M +75,972 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.3M +$288K +2,653 +4%
SWP
22
Stratos Wealth Partners
Ohio
$7M +$6.54M +60,204 +1,559%
1NWS
23
1 North Wealth Services
Maryland
$6.86M -$244K -2,246 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.77M +$1.05M +9,648 +18%
NRI
25
NFP Retirement Inc
California
$6.25M +$463K +4,263 +8%
1
2 3 4 5

DHS Hedge Fund Activity: Q1 2026 in Review

248 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2026, worth a combined $736M — up 12% from $656M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DHS positions and 7 closed out — a net gain of 22 holders — while 77 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Invenio Wealth Partners, cutting an estimated $17.2M.

  • 248 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2026, up from 232 in Q4 2025.
  • Funds reported $736M of WisdomTree US High Dividend Fund stock for Q1 2026, up 12% quarter-over-quarter.
  • 29 funds opened new WisdomTree US High Dividend Fund positions in Q1 2026 and 7 closed out, a net change of +22 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2026 was Invenio Wealth Partners, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2026.