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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
AC
101
Avestar Capital
New York
$542K +$44.6K +410 +9%
FHA
102
Flagship Harbor Advisors
Massachusetts
$540K +$6.52K +60 +1%
IAA
103
Independent Advisor Alliance
North Carolina
$540K +$537K +4,941 New
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$534K -$7.5K -69 -1%
ERWM
105
Elk River Wealth Management
Colorado
$518K -$60.6K -558 -11%
NCM
106
Nelson Capital Management
California
$513K
AWM
107
Avior Wealth Management
Nebraska
$501K -$109 -1 -0%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$492K
EI
109
EFG International
$486K -$104K -960 -18%
GA
110
GSG Advisors
New Jersey
$485K -$46.6K -429 -9%
CIA
111
Capital Investment Advisors
Georgia
$475K
FT
112
Fiduciary Trust
Massachusetts
$458K
IWC
113
Integrated Wealth Concepts
Massachusetts
$453K +$451K +4,146 New
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$451K -$2.63M -24,234 -85%
MWM
115
Maltin Wealth Management
New Jersey
$433K -$44.3K -408 -9%
SPIA
116
Steward Partners Investment Advisory
New York
$431K
TWP
117
Tempus Wealth Planning
California
$427K -$9.35K -86 -2%
WWM
118
Western Wealth Management
Colorado
$423K +$12.8K +118 +3%
EWM
119
Evolution Wealth Management
Florida
$419K +$24K +221 +6%
CAWM
120
Capital Advisors Wealth Management
Washington
$419K +$2.61K +24 +0.6%
GWP
121
Gateway Wealth Partners
Wisconsin
$417K +$415K +3,820 New
PAS
122
Park Avenue Securities
New York
$411K -$11.5K -106 -3%
SF
123
Summit Financial
New Jersey
$410K
CSC
124
Caldwell Sutter Capital
California
$407K +$101K +932 +33%
HI
125
Horizon Investments
North Carolina
$395K +$197K +1,817 +100%

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.