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WisdomTree US High Dividend Fund

232 hedge funds and large institutions have $654M invested in WisdomTree US High Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $618M → $654M (+$36.1M)

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

0% more funds holding

Funds holding: 231232 (+1)

0% more ownership

Funds ownership: 50.32%50.32% (+0%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
77
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$2.62K
SAM
227
Smartleaf Asset Management
Massachusetts
$2.3K -$28.7K -289 -93%
ADL
228
Asset Dedication LLC
California
$1.41K -$20K -201 -93%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$1.31K -$29.4K -296 -96%
RFP
230
Root Financial Partners
California
$403 +$397 +4 New
GJIA
231
Glass Jacobson Investment Advisors
Maryland
$280
EWA
232
EverSource Wealth Advisors
Alabama
$101 -$9.63K -97 -99%
SI
233
Saxon Interests
Texas
-$1.08M -10,922 Closed
Jane Street
234
Jane Street
New York
-$461K -4,805 Closed
MGWA
235
Monument Group Wealth Advisors
Massachusetts
-$395K -4,119 Closed
Bank of New York Mellon
236
Bank of New York Mellon
New York
-$314K -3,273 Closed
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
-$311K -3,239 Closed
RA
238
RFG Advisory
Alabama
-$220K -2,287 Closed
FFA
239
Frazier Financial Advisors
Ohio
-$45.3K -472 Closed
OWA
240
Opal Wealth Advisors
New York
-$43.7K -456 Closed
BCMLT
241
Beacon Capital Management LLC (Tennessee)
Tennessee
-$23.6K -246 Closed
TIM
242
Total Investment Management
Arizona
-$12.4K -129 Closed
TSMHT
243
Thurston Springer Miller Herd & Titak
Indiana
-$4.76K -49 Closed
T
244
Transce3nd
Texas
-$480 -5 Closed

DHS Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2025, worth a combined $654M — up 5.8% from $618M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DHS positions and 12 closed out — a net gain of 5 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.21M. The largest seller was Focus Partners Wealth, cutting an estimated $4.03M.

  • 232 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $654M of WisdomTree US High Dividend Fund stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree US High Dividend Fund positions in Q3 2025 and 12 closed out, a net change of +5 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q3 2025 was Wells Fargo, an estimated $3.21M added.
  • The largest WisdomTree US High Dividend Fund seller in Q3 2025 was Focus Partners Wealth, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.