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WisdomTree US High Dividend Fund
DHS

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: 231 → 232 (+1)

0% more ownership

Funds ownership: 50.32% → 50.32% (+0%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.21M
2
GS
GTS Securities
New York
+$2.52M
3
GRP
Global Retirement Partners
California
+$1.81M
4
Bank of America
Bank of America
North Carolina
+$1.66M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.03M
2
1NWS
1 North Wealth Services
Maryland
-$3.24M
3
IWP
Invenio Wealth Partners
Florida
-$1.45M
4
AI
ArchPoint Investors
Florida
-$1.13M
5
SI
Saxon Interests
Texas
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
151
Davenport & Co
Virginia
$252K – – –
RWM
152
Revisor Wealth Management
Ohio
$250K – – –
IC
153
IEQ Capital
California
$248K +$2.08K +21 +0.9%
CSC
154
Caldwell Sutter Capital
California
$244K -$3.47K -35 -1%
KW
155
KWB Wealth
California
$241K -$6.65K -67 -3%
AC
156
Avant Capital
Louisiana
$239K -$7.94K -80 -3%
CPA
157
Cardiff Park Advisors
California
$235K +$893 +9 +0.4%
JLBC
158
J.L. Bainbridge & Co
Florida
$232K – – –
US Bancorp
159
US Bancorp
Minnesota
$229K – – –
GVAG
160
Great Valley Advisor Group
Delaware
$227K -$14.2K -143 -6%
NFG
161
Nations Financial Group
Iowa
$225K – – –
FSA
162
Financial Sense Advisors
California
$223K -$1.29K -13 -0.6%
GAM
163
Gemmer Asset Management
California
$222K – – –
AC
164
Apella Capital
Connecticut
$218K +$298 +3 +0.1%
KPWS
165
Kestra Private Wealth Services
Texas
$213K – – –
P
166
&Partners
Tennessee
$206K +$203K +2,046 New
DCM
167
Delta Capital Management
New Jersey
$202K +$199K +2,000 New
SI
168
Stephens Inc
Arkansas
$202K +$199K +2,000 New
GWM
169
Geneos Wealth Management
Colorado
$180K +$199 +2 +0.1%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$143K +$32.9K +331 +31%
ACA
171
Aptus Capital Advisors
Alabama
$136K +$14.2K +143 +12%
CA
172
Clearstead Advisors
Ohio
$117K – – –
HHGA
173
Halbert Hargrove Global Advisors
California
$111K – – –
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$111K -$9.93K -100 -8%
CA
175
CoreCap Advisors
Michigan
$110K – – –
5 6
7
8 9

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.