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WisdomTree US High Dividend Fund
DHS

224 hedge funds and large institutions have $599M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more capital invested

Capital invested by funds: $564M → $599M (+$34.7M)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.78% less ownership

Funds ownership: 49.14% → 48.37% (-0.78%)

3% less funds holding

Funds holding: 230 → 224 (-6)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
71
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$9.89M
2
OCM
One Capital Management
California
+$4.97M
3
LPL Financial
LPL Financial
California
+$4.75M
4
Morgan Stanley
Morgan Stanley
New York
+$3.76M
5
Bank of America
Bank of America
North Carolina
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
-$4.49M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.45M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.41M
5
FIA
Foundations Investment Advisors
Arizona
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
151
Davenport & Co
Virginia
$248K – – –
RWM
152
Revisor Wealth Management
Ohio
$247K +$241K +2,495 New
KW
153
KWB Wealth
California
$243K +$7.25K +75 +3%
IC
154
IEQ Capital
California
$240K +$234K +2,417 New
KPWS
155
Kestra Private Wealth Services
Texas
$239K +$233K +2,408 New
US Bancorp
156
US Bancorp
Minnesota
$231K – – –
CPA
157
Cardiff Park Advisors
California
$229K +$677 +7 +0.3%
JLBC
158
J.L. Bainbridge & Co
Florida
$229K – – –
FSA
159
Financial Sense Advisors
California
$224K +$387 +4 +0.2%
NFG
160
Nations Financial Group
Iowa
$222K – – –
LC
161
Lindbrook Capital
California
$219K – – –
AA
162
Armis Advisers
Georgia
$210K -$511K -5,290 -71%
AC
163
Apella Capital
Connecticut
$205K -$580 -6 -0.3%
CSC
164
Caldwell Sutter Capital
California
$205K +$15.1K +156 +8%
WPWM
165
Western Pacific Wealth Management
Illinois
$135K – – –
ACA
166
Aptus Capital Advisors
Alabama
$134K +$130K +1,350 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$119K – – –
CA
168
Clearstead Advisors
Ohio
$115K – – –
BFPW
169
BOK Financial Private Wealth
Colorado
$106K – – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$105K – – –
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$103K +$46.4K +480 +87%
HHGA
172
Halbert Hargrove Global Advisors
California
$100K – – –
IA
173
IFP Advisors
Florida
$100K – – –
IBOK
174
Independence Bank of Kentucky
Kentucky
$99.2K – – –
Citigroup
175
Citigroup
New York
$97.8K – – –
5 6
7
8 9

DHS Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2025, worth a combined $599M — up 6.2% from $564M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of DHS and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 71 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $9.89M. The largest seller was Great Valley Advisor Group, cutting an estimated $4.49M.

  • 224 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2025, down from 230 in Q4 2024.
  • Funds reported $599M of WisdomTree US High Dividend Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US High Dividend Fund positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q1 2025 was Win Advisors, an estimated $9.89M added.
  • The largest WisdomTree US High Dividend Fund seller in Q1 2025 was Great Valley Advisor Group, an estimated $4.49M sold.

Based on aggregated 13F filings for Q1 2025.