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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
AC
151
Avant Capital
Louisiana
$236K +$243K +2,526 New
GWSG
152
GPS Wealth Strategies Group
Colorado
$235K – – –
WB
153
Webster Bank
Connecticut
$234K – – –
CL
154
Choreo LLC
Illinois
$234K – – –
DC
155
Davenport & Co
Virginia
$234K – – –
FF
156
Friday Financial
Iowa
$233K +$240K +2,494 New
CCAL
157
City Center Advisors LLC
Michigan
$219K +$225K +2,341 New
FEM
158
Fulcrum Equity Management
Texas
$219K +$225K +2,341 New
US Bancorp
159
US Bancorp
Minnesota
$217K – – –
CPA
160
Cardiff Park Advisors
California
$215K +$962 +10 +0.4%
JLBC
161
J.L. Bainbridge & Co
Florida
$215K – – –
AC
162
Apella Capital
Connecticut
$211K +$217K +2,255 New
FSA
163
Financial Sense Advisors
California
$210K +$481 +5 +0.2%
NFG
164
Nations Financial Group
Iowa
$209K – – –
LC
165
Lindbrook Capital
California
$206K – – –
FWCM
166
Ferguson Wellman Capital Management
Oregon
$202K -$93.7K -975 -31%
CSC
167
Caldwell Sutter Capital
California
$178K +$21.2K +220 +13%
GWM
168
Geneos Wealth Management
Colorado
$166K -$8.94K -93 -5%
WPWM
169
Western Pacific Wealth Management
Illinois
$127K +$18.9K +197 +17%
CFGS
170
Concourse Financial Group Securities
Alabama
$113K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$112K -$3.85K -40 -3%
CPBTD
172
Central Pacific Bank - Trust Division
Hawaii
$112K – – –
CA
173
Clearstead Advisors
Ohio
$108K – – –
AF
174
Allworth Financial
California
$104K – – –
TCM
175
TruNorth Capital Management
Michigan
$100K – – –
5 6
7
8 9

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.