We are live on ! Find out more
DHS icon

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
TFG
126
Tilson Financial Group
New Jersey
$390K +$2.28K +21 +0.6%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$385K -$365K -3,359 -49%
BlackRock
128
BlackRock
New York
$384K +$109K +1,000 +40%
CFCI
129
Comprehensive Financial Consultants Institutional
Indiana
$380K
SFA
130
Sequoia Financial Advisors
Ohio
$375K -$24.3K -224 -6%
1CP
131
17 Capital Partners
Arizona
$373K +$28.3K +260 +8%
OC
132
Oppenheimer & Co
New York
$369K -$57.7K -531 -14%
CIA
133
Concurrent Investment Advisors
Florida
$369K +$43.8K +403 +14%
M&T Bank
134
M&T Bank
New York
$367K
TP
135
Tranquility Partners
Tennessee
$367K
SCM
136
Schnieders Capital Management
California
$365K
MAM
137
Mullooly Asset Management
New Jersey
$362K +$2.39K +22 +0.7%
NS
138
NBC Securities
Alabama
$357K -$43.7K -402 -11%
VCS
139
Vaughan & Co Securities
New Jersey
$354K
UCFA
140
United Capital Financial Advisors
Texas
$343K +$26.2K +241 +8%
AI
141
Atria Investments
North Carolina
$328K -$45.2K -416 -12%
CTA
142
Clear Trail Advisors
Texas
$328K
CCM
143
Compass Capital Management
Minnesota
$328K +$326K +3,000 New
BTI
144
Blue Trust Inc
Georgia
$317K
NFG
145
Nations Financial Group
Iowa
$315K +$16.3K +150 +5%
ONB
146
Old National Bancorp
Indiana
$315K
RCA
147
Ranch Capital Advisors
Florida
$312K +$1.3K +12 +0.4%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$311K
EH
149
Equitable Holdings
New York
$301K +$15.8K +145 +5%
IFA
150
Interactive Financial Advisors
Illinois
$301K -$16.8K -155 -5%

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.