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WisdomTree US High Dividend Fund

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: 232248 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
226
Silver Grove Financial Group
New York
$25.2K +$25.1K +231 New
Russell Investments Group
227
Russell Investments Group
United Kingdom
$23.6K -$1.2K -11 -5%
AWM
228
AE Wealth Management
Kansas
$21.2K +$2.28K +21 +12%
SIM
229
Synergy Investment Management
Florida
$19.9K +$19.8K +182 New
CIAS
230
CBIZ Investment Advisory Services
Ohio
$18.2K
IAIM
231
International Assets Investment Management
Florida
$17.9K
CT
232
Caldwell Trust
Florida
$16.4K
GIA
233
GHP Investment Advisors
Colorado
$15.8K +$15.8K +145 New
HDIM
234
Hanson & Doremus Investment Management
Vermont
$15K
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$14.5K -$20.1K -185 -58%
RWM
236
Rialto Wealth Management
New York
$13.7K
SS
237
Sunbelt Securities
Texas
$10.9K
AIM
238
Arcadia Investment Management
Michigan
$9.07K +$9.02K +83 New
RFG
239
REAP Financial Group
Texas
$7.43K
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$4.92K -$23.4K -215 -83%
CFD
241
Creative Financial Designs
Indiana
$3.71K
S
242
SignatureFD
Georgia
$2.84K
SAM
243
Smartleaf Asset Management
Massachusetts
$2.49K
ADL
244
Asset Dedication LLC
California
$1.53K
RFP
245
Root Financial Partners
California
$437
TRCT
246
Tower Research Capital (TRC)
New York
$218 -$62.6K -576 -100%
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$110 -$217 -2 -67%
EWA
248
EverSource Wealth Advisors
Alabama
$109
GS
249
GTS Securities
New York
-$3.65M -35,842 Closed
IA
250
IFG Advisory
Georgia
-$447K -4,393 Closed

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.