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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
CAL
76
Capital Advisors Ltd
Ohio
$822K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$802K +$101K +1,047 +15%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$789K +$3.87K +40 +0.5%
CTC
79
Central Trust Company
Missouri
$719K +$7.64K +79 +1%
Stifel Financial
80
Stifel Financial
Missouri
$705K +$6.19K +64 +0.9%
WC
81
Waterloo Capital
Texas
$640K +$624K +6,458 New
CCA
82
Clearwater Capital Advisors
Illinois
$634K -$3.48K -36 -0.6%
SA
83
Sanctuary Advisors
Indiana
$631K – – –
IFA
84
Interactive Financial Advisors
Illinois
$590K -$13.9K -144 -2%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$587K +$194K +2,006 +50%
SC
86
Savant Capital
Illinois
$584K – – –
TP
87
Tranquility Partners
Tennessee
$582K – – –
CCM
88
Coldstream Capital Management
Washington
$581K – – –
NS
89
NBC Securities
Alabama
$581K +$566K +5,857 +97,617%
ERWM
90
Elk River Wealth Management
Colorado
$577K – – –
PCM
91
Passive Capital Management
Maryland
$571K -$29K -300 -5%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$558K – – –
Citadel Advisors
93
Citadel Advisors
Florida
$540K -$544K -5,630 -51%
GVAG
94
Great Valley Advisor Group
Delaware
$533K -$4.49M -46,449 -90%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$522K – – –
IA
96
IFG Advisory
Georgia
$515K -$1.93K -20 -0.4%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$498K -$1.84K -19 -0.4%
SPIA
98
Steward Partners Investment Advisory
New York
$493K – – –
GS
99
GTS Securities
New York
$492K -$445K -4,600 -48%
AWM
100
Avior Wealth Management
Nebraska
$491K -$13.6K -141 -3%
2 3
4
5 6

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.