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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
CTWM
51
Cherry Tree Wealth Management
Minnesota
$1.8M -$65.9K -606 -4%
JWCA
52
J.W. Cole Advisors
Florida
$1.76M +$4.67K +43 +0.3%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$1.73M +$77.4K +712 +5%
BWMG
54
Barnes Wealth Management Group
California
$1.71M -$56.1K -516 -3%
WIA
55
World Investment Advisors
California
$1.67M -$3.04K -28 -0.2%
VFO
56
Virtus Family Office
Texas
$1.67M +$38.4K +353 +2%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.6M +$236K +2,169 +17%
KWM
58
Keebeck Wealth Management
Illinois
$1.59M
CB
59
Community Bank
New York
$1.58M +$13.9K +128 +0.9%
HNB
60
Huntington National Bank
Ohio
$1.51M +$1.5M +13,790 New
DBFM
61
Dickmeyer Boyce Financial Management
Indiana
$1.38M +$1.38M +12,673 New
AWP
62
Axis Wealth Partners
Rhode Island
$1.38M +$42.2K +388 +3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.38M +$38.9K +358 +3%
UPS
64
UHLMANN PRICE SECURITIES
Illinois
$1.35M -$5.43K -50 -0.4%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.33M -$227K -2,089 -15%
AP
66
Americana Partners
Texas
$1.33M
MFG
67
Merit Financial Group
Georgia
$1.28M -$60.6K -558 -5%
EWM
68
Empirical Wealth Management
Washington
$1.26M -$3.04K -28 -0.2%
Northern Trust
69
Northern Trust
Illinois
$1.24M
Stifel Financial
70
Stifel Financial
Missouri
$1.2M +$223K +2,051 +23%
MPW
71
Melone Private Wealth
Michigan
$1.18M -$8.69K -80 -0.7%
AI
72
ArchPoint Investors
Florida
$1.14M
HFA
73
Hershey Financial Advisers
Pennsylvania
$1.11M +$1.11M +10,197 New
AIA
74
AssuredPartners Investment Advisors
Florida
$1.11M -$59.4K -547 -5%
SS
75
SBI Securities
Japan
$1.04M -$32.4K -298 -3%

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.