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WisdomTree US High Dividend Fund
DHS

231 hedge funds and large institutions have $618M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

3% more funds holding

Funds holding: 224 → 231 (+7)

1.95% more ownership

Funds ownership: 48.37% → 50.32% (+2%)

3% more capital invested

Capital invested by funds: $599M → $618M (+$18.8M)

Holders
231
Holders Change
+7
Holders Change %
+3.13%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
80
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$9.7M
2
1NWS
1 North Wealth Services
Maryland
+$8.95M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.06M
4
Ameriprise
Ameriprise
Minnesota
+$4.48M
5
Bank of America
Bank of America
North Carolina
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$10.1M
2
OCM
One Capital Management
California
-$5.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
LPL Financial
LPL Financial
California
-$1.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$768K +$3.57K +38 +0.5%
Comerica Bank
77
Comerica Bank
Texas
$733K -$883K -9,408 -55%
SPIA
78
Steward Partners Investment Advisory
New York
$731K +$248K +2,643 +53%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$728K -$46.9K -500 -6%
Stifel Financial
80
Stifel Financial
Missouri
$722K +$39.8K +424 +6%
SA
81
Sanctuary Advisors
Indiana
$663K +$50.6K +539 +8%
SWP
82
ShoreHaven Wealth Partners
New Jersey
$642K -$1M -10,672 -61%
TRCT
83
Tower Research Capital (TRC)
New York
$628K +$613K +6,532 +59,382%
FFA
84
Farther Finance Advisors
California
$601K +$125K +1,329 +27%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$590K +$106K +1,127 +22%
CCA
86
Clearwater Capital Advisors
Illinois
$584K -$29.3K -312 -5%
IFA
87
Interactive Financial Advisors
Illinois
$567K -$4.04K -43 -0.7%
SC
88
Savant Capital
Illinois
$565K – – –
CCM
89
Coldstream Capital Management
Washington
$564K +$1.31K +14 +0.2%
TP
90
Tranquility Partners
Tennessee
$564K – – –
PCM
91
Passive Capital Management
Maryland
$561K – – –
ERWM
92
Elk River Wealth Management
Colorado
$555K -$3.38K -36 -0.6%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$540K – – –
NS
94
NBC Securities
Alabama
$507K -$53.8K -573 -10%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$505K – – –
IWC
96
Integrated Wealth Concepts
Massachusetts
$494K +$172K +1,831 +55%
GA
97
GSG Advisors
New Jersey
$491K +$2.81K +30 +0.6%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$481K +$174K +1,850 +58%
GS
99
GTS Securities
New York
$476K – – –
NCM
100
Nelson Capital Management
California
$475K – – –
2 3
4
5 6

DHS Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2025, worth a combined $618M — up 3.1% from $599M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DHS positions and 12 closed out — a net gain of 11 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $9.7M. The largest seller was Win Advisors, exiting entirely with an estimated $10.1M sold.

  • 231 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $618M of WisdomTree US High Dividend Fund stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 23 funds opened new WisdomTree US High Dividend Fund positions in Q2 2025 and 12 closed out, a net change of +11 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2025 was Kestra Advisory Services, an estimated $9.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2025 was Win Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.