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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
HHGA
176
Halbert Hargrove Global Advisors
California
$106K +$8.82K +94 +9%
CA
177
CoreCap Advisors
Michigan
$105K +$17.9K +191 +21%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$104K +$4.79K +51 +5%
IA
179
IFP Advisors
Florida
$98.6K +$1.78K +19 +2%
IBOK
180
Independence Bank of Kentucky
Kentucky
$96K – – –
Citigroup
181
Citigroup
New York
$94.6K – – –
WPWM
182
Western Pacific Wealth Management
Illinois
$93.3K -$36.1K -385 -28%
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$90.1K – – –
PAM
184
Parvin Asset Management
South Dakota
$90K – – –
AA
185
Ancora Advisors
Ohio
$80K +$281 +3 +0.4%
TCM
186
TruNorth Capital Management
Michigan
$76.8K – – –
AAS
187
Ameritas Advisory Services
Nebraska
$67.9K +$66.3K +707 New
FCAS
188
First Command Advisory Services
Texas
$67K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$63.8K -$36.6K -390 -37%
GIM
190
Glenmede Investment Management
Pennsylvania
$57.6K +$56.3K +600 New
SL
191
Salomon & Ludwin
Virginia
$50.3K – – –
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K – – –
FFA
193
Frazier Financial Advisors
Ohio
$45.3K +$469 +5 +1%
KFI
194
Key Financial Inc
Pennsylvania
$45.1K – – –
CBT
195
Crews Bank & Trust
Florida
$45K – – –
OWA
196
Opal Wealth Advisors
New York
$43.7K – – –
CT
197
Colonial Trust
South Carolina
$42.8K -$5.07K -54 -11%
PS
198
Principal Securities
Iowa
$40.7K +$1.13K +12 +3%
GEA
199
Glen Eagle Advisors
New Jersey
$40.6K +$375 +4 +1%
RIL
200
Rothschild Investment LLC
Illinois
$40K – – –
6 7
8
9 10

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.