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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
WA
76
Waverly Advisors
Alabama
$1.01M -$30.9K -284 -3%
ASN
77
Advisory Services Network
Georgia
$977K +$543 +5 +0.1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$933K +$32.1K +295 +4%
FFA
79
Farther Finance Advisors
California
$889K -$37.8K -348 -4%
OPWM
80
Oxinas Partners Wealth Management
Indiana
$878K -$46.2K -425 -5%
TFM
81
TFC Financial Management
Massachusetts
$868K -$24.4K -225 -3%
SWP
82
ShoreHaven Wealth Partners
New Jersey
$867K -$495K -4,554 -36%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$863K +$739K +6,800 +618%
Corient Private Wealth
84
Corient Private Wealth
Florida
$850K +$846K +7,782 New
CAL
85
Capital Advisors Ltd
Ohio
$833K +$761 +7 +0.1%
FTS
86
Fifth Third Securities
Ohio
$821K -$12.8K -118 -2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$820K +$10.4K +96 +1%
Cerity Partners
88
Cerity Partners
New York
$762K +$432K +3,980 +133%
SA
89
Sanctuary Advisors
Indiana
$760K +$109 +1 +0%
MWM
90
Maridea Wealth Management
New York
$739K
CCA
91
Clearwater Capital Advisors
Illinois
$690K +$25.5K +235 +4%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$680K -$34.3K -316 -5%
AQR Capital Management
93
AQR Capital Management
Connecticut
$670K +$340K +3,131 +104%
SC
94
Savant Capital
Illinois
$643K
PCM
95
Passive Capital Management
Maryland
$629K
USCWA
96
U.S. Capital Wealth Advisors
Texas
$614K
VCM
97
Vivaldi Capital Management
Illinois
$588K +$254K +2,336 +77%
CCM
98
Coldstream Capital Management
Washington
$579K -$1.52K -14 -0.3%
HA
99
Harfst & Associates
Wyoming
$550K +$37.4K +344 +7%
MCA
100
MSH Capital Advisors
Arizona
$550K +$9.02K +83 +2%

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.