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WisdomTree US High Dividend Fund

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: 231232 (+1)

0% more ownership

Funds ownership: 50.32%50.32% (+0%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oxinas Partners Wealth Management
Indiana
$853K
CAL
77
Capital Advisors Ltd
Ohio
$827K -$9.13K -92 -1%
Comerica Bank
78
Comerica Bank
Texas
$761K -$8.54K -86 -1%
MSFS
79
Main Street Financial Solutions
Pennsylvania
$756K -$48.6K -490 -6%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$751K -$285K -2,875 -28%
FTS
81
Fifth Third Securities
Ohio
$751K +$532K +5,364 +257%
SA
82
Sanctuary Advisors
Indiana
$700K +$4.76K +48 +0.7%
MWM
83
Maridea Wealth Management
New York
$682K +$671K +6,764 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$665K +$44.5K +448 +7%
FFA
85
Farther Finance Advisors
California
$664K +$32.7K +329 +5%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$640K -$122K -1,230 -16%
CCA
87
Clearwater Capital Advisors
Illinois
$613K -$199 -2 -0%
SC
88
Savant Capital
Illinois
$593K
PCM
89
Passive Capital Management
Maryland
$591K
USCWA
90
U.S. Capital Wealth Advisors
Texas
$567K
ERWM
91
Elk River Wealth Management
Colorado
$554K -$28.5K -287 -5%
CCM
92
Coldstream Capital Management
Washington
$535K -$56.2K -566 -10%
AQR Capital Management
93
AQR Capital Management
Connecticut
$533K +$525K +5,293 New
RZH
94
Relyea Zuckerberg Hanson
Connecticut
$520K -$10.2K -103 -2%
NCM
95
Nelson Capital Management
California
$498K
MCA
96
MSH Capital Advisors
Arizona
$498K +$55.2K +556 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$497K -$21.6K -218 -4%
FHA
98
Flagship Harbor Advisors
Massachusetts
$491K +$17.4K +175 +4%
SPIA
99
Steward Partners Investment Advisory
New York
$491K -$273K -2,746 -36%
GA
100
GSG Advisors
New Jersey
$490K -$27.3K -275 -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.