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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.8M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$8.26M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.6M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$17.2M |
| 2 |
LW
Linscomb Wealth
Houston,
Texas
|
-$4.3M |
| 3 |
GS
GTS Securities
New York
|
-$3.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.63M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$330K | -3,241 | Closed |
|
|
WA
252
Westfuller Advisors
New York
| – | -$62.5K | -614 | Closed |
|
|
MCA
253
McGuire Capital Advisors
Bethany,
Oklahoma
| – | -$3.56K | -35 | Closed |
|
|
CAIM
254
Catherine Avery Investment Management
Longboat Key,
Florida
| – | -$3.26K | -32 | Closed |
|
255
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$102 | -1 | 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.