We are live on ! Find out more
DHS icon

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
PWP
26
Precedent Wealth Partners
Texas
$5.98M -$460K -4,231 -7%
PAG
27
Private Advisor Group
New Jersey
$5.28M -$2.59M -23,855 -33%
FRA
28
FFG Retirement Advisors
Colorado
$4.84M +$182K +1,676 +4%
Goldman Sachs
29
Goldman Sachs
New York
$4.74M – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$4.3M -$26.6K -245 -0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.18M +$171K +1,575 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.13M +$202K +1,858 +5%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.99M +$238K +2,190 +6%
MA
34
Mutual Advisors
Nebraska
$3.72M -$5K -46 -0.1%
JSL
35
JT Stratford LLC
Georgia
$3.49M +$309K +2,841 +10%
AWE
36
Avidian Wealth Enterprises
Texas
$3.43M +$3.41M +31,409 New
LCM
37
LVM Capital Management
Michigan
$3.17M -$27.9K -257 -0.9%
CIM
38
Catalyst Investment Management
New Hampshire
$2.91M -$762K -7,014 -21%
AC
39
Apella Capital
Connecticut
$2.9M +$2.61M +24,012 +1,093%
IWP
40
Invenio Wealth Partners
Florida
$2.83M -$17.2M -158,373 -86%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.62M +$12.1K +111 +0.5%
DADC
42
D.A. Davidson & Co
Montana
$2.57M +$518K +4,770 +25%
William Blair & Company
43
William Blair & Company
Illinois
$2.38M -$16.3K -150 -0.7%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.35M -$425K -3,910 -15%
CB
45
Commerce Bank
Missouri
$2.34M -$222K -2,045 -9%
APP
46
Avantax Planning Partners
Iowa
$2.26M -$203K -1,870 -8%
CTC
47
Central Trust Company
Missouri
$2.26M +$226K +2,082 +11%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.21M -$42.4K -390 -2%
Creative Planning
49
Creative Planning
Kansas
$2.21M – – –
Truist Financial
50
Truist Financial
North Carolina
$2.12M -$126K -1,155 -6%
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.