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WisdomTree US High Dividend Fund
DHS

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: 232 → 248 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
KAS
Kestra Advisory Services
Texas
+$11.8M
3
WA
Win Advisors
Florida
+$8.26M
4
NA
NewEdge Advisors
Louisiana
+$7.6M
5
SWP
Stratos Wealth Partners
Ohio
+$6.54M

Top Sellers

Rank Fund Capital Flow
1
IWP
Invenio Wealth Partners
Florida
-$17.2M
2
LW
Linscomb Wealth
Texas
-$4.3M
3
GS
GTS Securities
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.63M
5
PAG
Private Advisor Group
New Jersey
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
151
Friday Financial
Iowa
$301K – – –
MWM
152
MOR Wealth Management
Pennsylvania
$298K – – –
WCP
153
Wick Capital Partners
Pennsylvania
$294K – – –
CFG
154
Cooper Financial Group
California
$284K -$18.9K -174 -6%
RCM
155
Richardson Capital Management
Wisconsin
$278K +$276K +2,543 New
WB
156
Webster Bank
Connecticut
$274K – – –
CL
157
Choreo LLC
Illinois
$274K – – –
DC
158
Davenport & Co
Virginia
$274K – – –
IC
159
IEQ Capital
California
$273K +$1.85K +17 +0.7%
SI
160
Stephens Inc
Arkansas
$273K +$54.3K +500 +25%
SAW
161
Signal Advisors Wealth
Michigan
$273K +$6.08K +56 +2%
RWM
162
Revisor Wealth Management
Ohio
$273K – – –
CPA
163
Cardiff Park Advisors
California
$257K +$761 +7 +0.3%
PAG
164
Powers Advisory Group
Illinois
$256K +$34K +313 +15%
JLBC
165
J.L. Bainbridge & Co
Florida
$252K – – –
BPA
166
Beacon Pointe Advisors
California
$250K +$248K +2,286 New
US Bancorp
167
US Bancorp
Minnesota
$248K – – –
AWM
168
Apollon Wealth Management
South Carolina
$248K -$120K -1,103 -33%
FFS
169
Founders Financial Securities
Maryland
$231K – – –
KPWS
170
Kestra Private Wealth Services
Texas
$231K – – –
CA
171
CoreCap Advisors
Michigan
$221K +$98.8K +909 +81%
WANY
172
Wealthspire Advisors (New York)
New York
$218K +$217K +2,000 New
DCM
173
Delta Capital Management
New Jersey
$218K – – –
MB
174
MidFirst Bank
Oklahoma
$214K -$27.9K -257 -12%
PWM
175
PMG Wealth Management
Illinois
$213K +$212K +1,950 New
5 6
7
8 9

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.