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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
RZH
101
Relyea Zuckerberg Hanson
Connecticut
$491K – – –
EWM
102
Empirical Wealth Management
Washington
$488K -$6.15K -64 -1%
IA
103
IFG Advisory
Georgia
$487K +$501K +5,214 New
AWM
104
Avior Wealth Management
Nebraska
$475K – – –
GA
105
GSG Advisors
New Jersey
$473K +$3.94K +41 +0.8%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$471K +$104K +1,081 +27%
SPIA
107
Steward Partners Investment Advisory
New York
$465K – – –
SWP
108
Stratos Wealth Partners
Ohio
$457K +$96 +1 +0%
PAS
109
Park Avenue Securities
New York
$443K +$457K +4,749 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$428K – – –
GFG
111
Goldstone Financial Group
Illinois
$420K +$432K +4,497 New
IWC
112
Integrated Wealth Concepts
Massachusetts
$419K -$19.4K -202 -4%
BPA
113
Beacon Pointe Advisors
California
$415K – – –
AC
114
Avestar Capital
New York
$415K +$427K +4,439 New
FHB
115
First Hawaiian Bank
Hawaii
$413K – – –
MWM
116
Maltin Wealth Management
New Jersey
$408K +$4.13K +43 +1%
FT
117
Fiduciary Trust
Massachusetts
$392K +$67.5K +702 +20%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$387K -$1.35K -14 -0.3%
MGWA
119
Monument Group Wealth Advisors
Massachusetts
$385K – – –
DWM
120
Dakota Wealth Management
Florida
$383K -$3.65M -37,969 -90%
BRWA
121
B. Riley Wealth Advisors
Florida
$377K -$13.4K -139 -3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$377K +$4.81K +50 +1%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$372K +$242K +2,516 +171%
AAS
124
Avantax Advisory Services
Texas
$352K -$1.73K -18 -0.5%
WWM
125
Western Wealth Management
Colorado
$348K +$93.6K +973 +35%
3 4
5
6 7

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.