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WisdomTree US High Dividend Fund
DHS

224 hedge funds and large institutions have $599M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more capital invested

Capital invested by funds: $564M → $599M (+$34.7M)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.78% less ownership

Funds ownership: 49.14% → 48.37% (-0.78%)

3% less funds holding

Funds holding: 230 → 224 (-6)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$9.89M
2
OCM
One Capital Management
California
+$4.97M
3
LPL Financial
LPL Financial
California
+$4.75M
4
Morgan Stanley
Morgan Stanley
New York
+$3.76M
5
Bank of America
Bank of America
North Carolina
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
-$4.49M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.45M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.41M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFO
51
Virtus Family Office
Texas
$1.47M -$8.41K -87 -0.6%
CB
52
Cadence Bank
Mississippi
$1.46M -$276K -2,859 -16%
BWMG
53
Barnes Wealth Management Group
California
$1.46M +$66.4K +687 +5%
CB
54
Community Bank
New York
$1.43M -$70.1K -725 -5%
Northern Trust
55
Northern Trust
Illinois
$1.34M -$122K -1,262 -9%
AWP
56
Axis Wealth Partners
Rhode Island
$1.32M -$78.7K -814 -5%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$637K +6,591 +111%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.2M +$1.17M +12,056 New
KWM
59
Keebeck Wealth Management
Illinois
$1.19M – – –
UPS
60
UHLMANN PRICE SECURITIES
Illinois
$1.18M +$42.2K +437 +4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.18M -$147K -1,519 -11%
DADC
62
D.A. Davidson & Co
Montana
$1.17M +$56.1K +580 +5%
AIA
63
AssuredPartners Investment Advisors
Florida
$1.15M -$81.4K -842 -7%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$1.15M -$758K -7,840 -40%
MFG
65
Merit Financial Group
Georgia
$1.12M +$1.93K +20 +0.2%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.09M +$714K +7,391 +205%
SI
67
Saxon Interests
Texas
$1.08M +$1.06M +10,922 New
NA
68
NewEdge Advisors
Louisiana
$1.06M -$1.1M -11,376 -52%
EWM
69
Empirical Wealth Management
Washington
$1.06M +$527K +5,451 +104%
MPW
70
Melone Private Wealth
Michigan
$1.05M +$1.16K +12 +0.1%
WA
71
Waverly Advisors
Alabama
$1.02M -$16.6K -172 -2%
JWCA
72
J.W. Cole Advisors
Florida
$976K +$176K +1,820 +23%
SS
73
SBI Securities
Japan
$962K +$11K +114 +1%
ASN
74
Advisory Services Network
Georgia
$909K -$561K -5,804 -39%
OPWM
75
Oxinas Partners Wealth Management
Indiana
$849K -$15.9K -165 -2%
1 2
3
4 5

DHS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2025, worth a combined $599M — up 6.2% from $564M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DHS and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 71 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $9.89M. The largest seller was Great Valley Advisor Group, cutting an estimated $4.49M.

  • 224 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2025, down from 230 in Q4 2024.
  • Funds reported $599M of WisdomTree US High Dividend Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US High Dividend Fund positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2025 was Win Advisors, an estimated $9.89M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2025 was Great Valley Advisor Group, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2025.