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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
SCM
126
Schnieders Capital Management
California
$337K
MAM
127
Mullooly Asset Management
New Jersey
$328K +$2.58K +26 +0.8%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$328K -$893 -9 -0.3%
VCS
129
Vaughan & Co Securities
New Jersey
$327K
EFA
130
Edge Financial Advisors
Illinois
$314K +$2.58K +26 +0.8%
BTI
131
Blue Trust Inc
Georgia
$303K
Cerity Partners
132
Cerity Partners
New York
$302K
CFCI
133
Comprehensive Financial Consultants Institutional
Indiana
$302K
EH
134
Equitable Holdings
New York
$300K -$23.4K -236 -7%
UCFA
135
United Capital Financial Advisors
Texas
$292K -$29.8K -300 -9%
ONB
136
Old National Bancorp
Indiana
$291K
FPAS
137
Focus Partners Advisor Solutions
Missouri
$287K -$216K -2,171 -43%
RCA
138
Ranch Capital Advisors
Florida
$285K +$1.49K +15 +0.5%
CFG
139
Cooper Financial Group
California
$282K -$28.2K -284 -9%
BRWA
140
B. Riley Wealth Advisors
Florida
$278K -$85.7K -863 -24%
FF
141
Friday Financial
Iowa
$277K
WCP
142
Wick Capital Partners
Pennsylvania
$271K -$177K -1,782 -40%
VCM
143
Vivaldi Capital Management
Illinois
$268K
1CP
144
17 Capital Partners
Arizona
$264K +$41K +413 +19%
SAW
145
Signal Advisors Wealth
Michigan
$257K +$254K +2,555 New
Optiver Holding
146
Optiver Holding
Netherlands
$257K +$253K +2,549 New
CIA
147
Concurrent Investment Advisors
Florida
$254K +$250K +2,521 New
GWSG
148
GPS Wealth Strategies Group
Colorado
$253K
WB
149
Webster Bank
Connecticut
$253K
CL
150
Choreo LLC
Illinois
$252K

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.