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WisdomTree US High Dividend Fund
DHS

231 hedge funds and large institutions have $618M invested in WisdomTree US High Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

3% more funds holding

Funds holding: 224 → 231 (+7)

1.95% more ownership

Funds ownership: 48.37% → 50.32% (+2%)

3% more capital invested

Capital invested by funds: $599M → $618M (+$18.8M)

Holders
231
Holders Change
+7
Holders Change %
+3.13%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
80
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$9.7M
2
1NWS
1 North Wealth Services
Maryland
+$8.95M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.06M
4
Ameriprise
Ameriprise
Minnesota
+$4.48M
5
Bank of America
Bank of America
North Carolina
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$10.1M
2
OCM
One Capital Management
California
-$5.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.53M
4
LPL Financial
LPL Financial
California
-$1.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
151
Choreo LLC
Illinois
$240K – – –
DC
152
Davenport & Co
Virginia
$240K – – –
AWM
153
Apollon Wealth Management
South Carolina
$239K -$18.6K -198 -7%
CSC
154
Caldwell Sutter Capital
California
$236K +$36.6K +390 +19%
AC
155
Avant Capital
Louisiana
$235K -$7.51K -80 -3%
IC
156
IEQ Capital
California
$234K +$2.35K +25 +1%
GVAG
157
Great Valley Advisor Group
Delaware
$230K -$279K -2,976 -55%
CPA
158
Cardiff Park Advisors
California
$223K +$1.03K +11 +0.5%
JLBC
159
J.L. Bainbridge & Co
Florida
$221K – – –
RA
160
RFG Advisory
Alabama
$220K +$215K +2,287 New
US Bancorp
161
US Bancorp
Minnesota
$218K -$4.69K -50 -2%
NFG
162
Nations Financial Group
Iowa
$215K – – –
AC
163
Apella Capital
Connecticut
$214K -$5.35K -57 -3%
FSA
164
Financial Sense Advisors
California
$213K -$3.19K -34 -2%
AWS
165
Atria Wealth Solutions
New York
$212K +$207K +2,211 New
1CP
166
17 Capital Partners
Arizona
$212K +$207K +2,209 New
GAM
167
Gemmer Asset Management
California
$211K -$63.1K -673 -23%
KPWS
168
Kestra Private Wealth Services
Texas
$203K -$27.5K -293 -12%
FTS
169
Fifth Third Securities
Ohio
$200K +$196K +2,087 New
GWM
170
Geneos Wealth Management
Colorado
$171K -$167K -1,779 -50%
EWA
171
EP Wealth Advisors
California
$126K +$123K +1,312 New
ACA
172
Aptus Capital Advisors
Alabama
$116K -$13.1K -140 -10%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$115K – – –
BFPW
174
BOK Financial Private Wealth
Colorado
$113K +$10.8K +115 +11%
CA
175
Clearstead Advisors
Ohio
$111K – – –
5 6
7
8 9

DHS Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q2 2025, worth a combined $618M — up 3.1% from $599M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DHS positions and 12 closed out — a net gain of 11 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $9.7M. The largest seller was Win Advisors, exiting entirely with an estimated $10.1M sold.

  • 231 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $618M of WisdomTree US High Dividend Fund stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 23 funds opened new WisdomTree US High Dividend Fund positions in Q2 2025 and 12 closed out, a net change of +11 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q2 2025 was Kestra Advisory Services, an estimated $9.7M added.
  • The largest WisdomTree US High Dividend Fund seller in Q2 2025 was Win Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.