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WisdomTree US High Dividend Fund
DHS

230 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

11% more funds holding

Funds holding: 207 → 230 (+23)

1.52% more ownership

Funds ownership: 47.62% → 49.14% (+1.5%)

2% more capital invested

Capital invested by funds: $551M → $564M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
230
Holders Change
+23
Holders Change %
+11.11%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.03M
2
Morgan Stanley
Morgan Stanley
New York
+$2.34M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$2.06M
4
CAS
Coppell Advisory Solutions
Texas
+$1.77M
5
OAS
Optivise Advisory Services
Tennessee
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
DWM
Dakota Wealth Management
Florida
-$3.65M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.05M
3
Goldman Sachs
Goldman Sachs
New York
-$2.96M
4
UBS Group
UBS Group
Switzerland
-$1.37M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
76
Oxinas Partners Wealth Management
Indiana
$815K -$96.2K -1,000 -10%
CAL
77
Capital Advisors Ltd
Ohio
$774K – – –
AI
78
Atria Investments
North Carolina
$754K +$447K +4,647 +136%
JWCA
79
J.W. Cole Advisors
Florida
$749K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$748K -$367K -3,815 -32%
Jane Street
81
Jane Street
New York
$743K -$95.3K -991 -11%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$739K +$3.56K +37 +0.5%
AA
83
Armis Advisers
Georgia
$692K +$712K +7,407 New
CFG
84
Cooper Financial Group
California
$680K -$19.2K -200 -3%
CTC
85
Central Trust Company
Missouri
$670K +$11.5K +120 +2%
Stifel Financial
86
Stifel Financial
Missouri
$657K -$44.6K -464 -6%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$657K +$4.52K +47 +0.7%
SA
88
Sanctuary Advisors
Indiana
$614K -$68.8K -716 -10%
CCA
89
Clearwater Capital Advisors
Illinois
$600K -$96 -1 -0%
BWA
90
Bordeaux Wealth Advisors
California
$592K +$5.96K +62 +1%
FPCP
91
Fort Point Capital Partners
California
$569K +$586K +6,097 New
IFA
92
Interactive Financial Advisors
Illinois
$569K -$9.04K -94 -2%
PCM
93
Passive Capital Management
Maryland
$566K – – –
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$554K +$571K +5,936 New
SC
95
Savant Capital
Illinois
$549K -$51.5K -536 -8%
TP
96
Tranquility Partners
Tennessee
$548K – – –
CCM
97
Coldstream Capital Management
Washington
$547K – – –
ERWM
98
Elk River Wealth Management
Colorado
$543K -$34K -354 -6%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$525K – – –
NCM
100
Nelson Capital Management
California
$492K – – –
2 3
4
5 6

DHS Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2024, worth a combined $564M — up 2.4% from $551M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DHS positions and 12 closed out — a net gain of 26 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.03M. The largest seller was Dakota Wealth Management, cutting an estimated $3.65M.

  • 230 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2024, up from 207 in Q3 2024.
  • Funds reported $564M of WisdomTree US High Dividend Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 38 funds opened new WisdomTree US High Dividend Fund positions in Q4 2024 and 12 closed out, a net change of +26 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2024 was Wells Fargo, an estimated $6.03M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2024 was Dakota Wealth Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2024.