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WisdomTree US High Dividend Fund
DHS

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: 231 → 232 (+1)

0% more ownership

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

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.21M
2
GS
GTS Securities
New York
+$2.52M
3
GRP
Global Retirement Partners
California
+$1.81M
4
Bank of America
Bank of America
North Carolina
+$1.66M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.48M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.03M
2
1NWS
1 North Wealth Services
Maryland
-$3.24M
3
IWP
Invenio Wealth Partners
Florida
-$1.45M
4
AI
ArchPoint Investors
Florida
-$1.13M
5
SI
Saxon Interests
Texas
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$4.76M +$1.81M +18,266 +63%
Goldman Sachs
27
Goldman Sachs
New York
$4.37M +$1.22M +12,290 +39%
FRA
28
FFG Retirement Advisors
Colorado
$4.34M +$630K +6,351 +17%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.31M +$11.5K +116 +0.3%
PWM
30
PBMares Wealth Management
Virginia
$3.48M -$34.5K -348 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.45M -$304K -3,066 -8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.43M +$257K +2,590 +8%
MA
33
Mutual Advisors
Nebraska
$3.42M -$43.8K -441 -1%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$3.35M -$59.7K -601 -2%
LCM
35
LVM Capital Management
Michigan
$3.25M -$140K -1,408 -4%
GS
36
GTS Securities
New York
$3.05M +$2.52M +25,350 +511%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.91M -$129K -1,297 -4%
JSL
38
JT Stratford LLC
Georgia
$2.72M +$393K +3,954 +17%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.57M +$153K +1,541 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.53M +$935K +9,421 +60%
CB
41
Commerce Bank
Missouri
$2.53M +$31.8K +320 +1%
BCI
42
Brinker Capital Investments
Pennsylvania
$2.52M +$104K +1,043 +4%
APP
43
Avantax Planning Partners
Iowa
$2.3M -$63.9K -644 -3%
William Blair & Company
44
William Blair & Company
Illinois
$2.23M – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.2M +$136K +1,374 +7%
Truist Financial
46
Truist Financial
North Carolina
$2.15M +$237K +2,389 +13%
Creative Planning
47
Creative Planning
Kansas
$2.03M – – –
CTC
48
Central Trust Company
Missouri
$1.82M +$807K +8,129 +82%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$1.73M -$9.93K -100 -0.6%
BWMG
50
Barnes Wealth Management Group
California
$1.68M +$80.8K +814 +5%
1
2
3 4 5

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.