We are live on ! Find out more
DHS icon

WisdomTree US High Dividend Fund

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: 231232 (+1)

0% more ownership

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

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
176
BOK Financial Private Wealth
Colorado
$108K -$11.4K -115 -10%
IA
177
IFP Advisors
Florida
$103K
AAP
178
Arax Advisory Partners
Colorado
$101K +$79.8K +804 +402%
IBOK
179
Independence Bank of Kentucky
Kentucky
$101K
Citigroup
180
Citigroup
New York
$99.3K
WPWM
181
Western Pacific Wealth Management
Illinois
$97.9K
CNBTD
182
Citizens National Bank Trust Department
Mississippi
$94.6K
PAM
183
Parvin Asset Management
South Dakota
$94.5K
SGK
184
Steigerwald Gordon & Koch
Virginia
$91.9K +$90.5K +912 New
AA
185
Ancora Advisors
Ohio
$84.2K +$199 +2 +0.2%
TCM
186
TruNorth Capital Management
Michigan
$80.6K
AAS
187
Ameritas Advisory Services
Nebraska
$71.2K
FCAS
188
First Command Advisory Services
Texas
$70.3K
WA
189
Westfuller Advisors
New York
$61.2K +$60.4K +608 New
GIM
190
Glenmede Investment Management
Pennsylvania
$60.5K
SL
191
Salomon & Ludwin
Virginia
$51.9K
AssetMark Inc
192
AssetMark Inc
California
$51.6K +$49.6K +500 +4,167%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.4K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$49.4K -$17.4K -175 -26%
KFI
195
Key Financial Inc
Pennsylvania
$47.5K
CBT
196
Crews Bank & Trust
Florida
$47.3K
CT
197
Colonial Trust
South Carolina
$44.9K
GEA
198
Glen Eagle Advisors
New Jersey
$43K +$397 +4 +0.9%
PFA
199
Pathway Financial Advisers
Indiana
$42K +$41.5K +418 New
RIL
200
Rothschild Investment LLC
Illinois
$41.9K

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.