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WisdomTree US High Dividend Fund
DHS

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: 231 → 232 (+1)

0% more ownership

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

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.21M
2
GS
GTS Securities
New York
+$2.52M
3
GRP
Global Retirement Partners
California
+$1.81M
4
Bank of America
Bank of America
North Carolina
+$1.66M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.48M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.03M
2
1NWS
1 North Wealth Services
Maryland
-$3.24M
3
IWP
Invenio Wealth Partners
Florida
-$1.45M
4
AI
ArchPoint Investors
Florida
-$1.13M
5
SI
Saxon Interests
Texas
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
101
Interactive Financial Advisors
Illinois
$476K -$117K -1,176 -20%
AWM
102
Avior Wealth Management
Nebraska
$463K -$30.3K -305 -6%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$453K – – –
AC
104
Avestar Capital
New York
$447K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$447K -$209K -2,107 -32%
IA
106
IFG Advisory
Georgia
$440K -$41.9K -422 -9%
AI
107
Atria Investments
North Carolina
$440K +$12K +121 +3%
TFM
108
TFC Financial Management
Massachusetts
$440K -$41.1K -414 -9%
CIA
109
Capital Investment Advisors
Georgia
$438K +$12.9K +130 +3%
MWM
110
Maltin Wealth Management
New Jersey
$436K +$3.57K +36 +0.8%
FT
111
Fiduciary Trust
Massachusetts
$423K – – –
NS
112
NBC Securities
Alabama
$419K -$112K -1,130 -21%
PAS
113
Park Avenue Securities
New York
$415K +$21K +212 +5%
TWP
114
Tempus Wealth Planning
California
$402K +$8.54K +86 +2%
SWP
115
Stratos Wealth Partners
Ohio
$391K -$40.6K -409 -10%
SF
116
Summit Financial
New Jersey
$391K -$13.1K -132 -3%
WWM
117
Western Wealth Management
Colorado
$377K +$199 +2 +0.1%
CAWM
118
Capital Advisors Wealth Management
Washington
$375K +$2.88K +29 +0.8%
EWM
119
Evolution Wealth Management
Florida
$369K -$18K -181 -5%
SFA
120
Sequoia Financial Advisors
Ohio
$367K +$1.69K +17 +0.5%
TFG
121
Tilson Financial Group
New Jersey
$355K +$2.58K +26 +0.7%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$344K +$21.6K +218 +7%
AWM
123
Apollon Wealth Management
South Carolina
$340K +$87.3K +879 +35%
M&T Bank
124
M&T Bank
New York
$338K – – –
TP
125
Tranquility Partners
Tennessee
$338K -$250K -2,515 -43%
3 4
5
6 7

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.