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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
DADC
51
D.A. Davidson & Co
Montana
$1.66M +$168K +1,697 +11%
JWCA
52
J.W. Cole Advisors
Florida
$1.6M +$5.26K +53 +0.3%
WIA
53
World Investment Advisors
California
$1.59M -$1.69K -17 -0.1%
VFO
54
Virtus Family Office
Texas
$1.51M +$617K +6,211 +71%
CB
55
Cadence Bank
Mississippi
$1.47M -$14.4K -145 -1%
KWM
56
Keebeck Wealth Management
Illinois
$1.47M +$254K +2,560 +21%
CB
57
Community Bank
New York
$1.44M – – –
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$1.42M +$166K +1,677 +13%
Corient Private Wealth
59
Corient Private Wealth
Florida
$1.39M -$282K -2,839 -17%
AWP
60
Axis Wealth Partners
Rhode Island
$1.35M -$24.9K -251 -2%
UPS
61
UHLMANN PRICE SECURITIES
Illinois
$1.24M +$755K +7,607 +163%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$1.21M +$33.3K +335 +3%
SWP
63
ShoreHaven Wealth Partners
New Jersey
$1.19M +$514K +5,173 +77%
DAS
64
Dynamic Advisor Solutions
Arizona
$1.19M -$11.7K -118 -1%
EWM
65
Empirical Wealth Management
Washington
$1.17M +$31K +312 +3%
Northern Trust
66
Northern Trust
Illinois
$1.14M -$218K -2,200 -16%
NA
67
NewEdge Advisors
Louisiana
$1.13M +$13.5K +136 +1%
MPW
68
Melone Private Wealth
Michigan
$1.1M +$35.4K +357 +3%
MFG
69
Merit Financial Group
Georgia
$1.08M -$45.3K -456 -4%
AI
70
ArchPoint Investors
Florida
$1.05M -$1.13M -11,425 -52%
WA
71
Waverly Advisors
Alabama
$1.03M -$794 -8 -0.1%
SS
72
SBI Securities
Japan
$991K -$23.8K -240 -2%
Stifel Financial
73
Stifel Financial
Missouri
$912K +$151K +1,522 +20%
BPA
74
Beacon Pointe Advisors
California
$896K +$402K +4,050 +84%
ASN
75
Advisory Services Network
Georgia
$883K -$18.4K -185 -2%
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.