We are live on ! Find out more
DHS icon

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
IFWM
176
Institute for Wealth Management
Colorado
$211K +$210K +1,936 New
CA
177
CV Advisors
Florida
$208K +$206K +1,900 New
AC
178
Avant Capital
Louisiana
$207K -$41.1K -378 -17%
GVAG
179
Great Valley Advisor Group
Delaware
$206K -$29K -267 -12%
SEIA
180
Signature Estate & Investment Advisors
California
$205K +$204K +1,877 New
GAM
181
Gemmer Asset Management
California
$205K +$204K +1,875 New
BRWA
182
B. Riley Wealth Advisors
Florida
$202K -$86.6K -797 -30%
GWM
183
Geneos Wealth Management
Colorado
$155K -$27.1K -249 -15%
CCWM
184
Cassaday & Co Wealth Management
Virginia
$149K +$149K +1,368 New
ACA
185
Aptus Capital Advisors
Alabama
$148K +$109 +1 +0.1%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$130K -$38.7K -356 -23%
CA
187
Clearstead Advisors
Ohio
$127K – – –
HHGA
188
Halbert Hargrove Global Advisors
California
$120K – – –
HI
189
Harbour Investments
Wisconsin
$120K +$119K +1,097 New
GCM
190
Gunpowder Capital Management
Maryland
$117K +$435 +4 +0.4%
AAP
191
Arax Advisory Partners
Colorado
$110K – – –
IBOK
192
Independence Bank of Kentucky
Kentucky
$109K – – –
IA
193
IFP Advisors
Florida
$107K – – –
WPWM
194
Western Pacific Wealth Management
Illinois
$106K – – –
CNBTD
195
Citizens National Bank Trust Department
Mississippi
$103K – – –
PAM
196
Parvin Asset Management
South Dakota
$102K – – –
SGK
197
Steigerwald Gordon & Koch
Virginia
$99.6K – – –
TM
198
Torren Management
California
$93.8K +$93.2K +858 New
AA
199
Ancora Advisors
Ohio
$91.8K +$109 +1 +0.1%
BFPW
200
BOK Financial Private Wealth
Colorado
$90.3K – – –
6 7
8
9 10

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.