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WisdomTree US High Dividend Fund

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: 232248 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Triumph Capital Management
Colorado
$76.5K
FCAS
202
First Command Advisory Services
Texas
$67.2K -$6.3K -58 -9%
KFI
203
Key Financial Inc
Pennsylvania
$64.9K +$13.5K +124 +26%
BIAS
204
Beacon Investment Advisory Services
New Jersey
$57.3K +$57K +525 New
SL
205
Salomon & Ludwin
Virginia
$55.9K
GEA
206
Glen Eagle Advisors
New Jersey
$55.7K +$8.59K +79 +18%
CI
207
CX Institutional
Indiana
$55K +$54.3K +500 New
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.6K
CBT
209
Crews Bank & Trust
Florida
$51.2K
OWA
210
Opal Wealth Advisors
New York
$49.8K +$49.6K +456 New
CT
211
Colonial Trust
South Carolina
$48.7K
RIL
212
Rothschild Investment LLC
Illinois
$45.5K
SWP
213
Strategic Wealth Partners
Ohio
$44.6K
TF
214
Tompkins Financial
New York
$43.1K
LFG
215
Larson Financial Group
Missouri
$42.8K +$109 +1 +0.3%
PTC
216
Private Trust Company
Ohio
$41.9K
AF
217
Advisornet Financial
Minnesota
$41.9K +$217 +2 +0.5%
NEWAS
218
N.E.W. Advisory Services
Wisconsin
$33.8K
GT
219
Glenmede Trust
Pennsylvania
$32.8K
FC
220
Financial Consulate
Maryland
$32.2K
GI
221
GAMMA Investing
California
$31.3K
MCM
222
MAI Capital Management
Ohio
$30.8K
AssetMark Inc
223
AssetMark Inc
California
$28.6K -$27.2K -250 -49%
PNC
224
Park National Corp
Ohio
$28.3K +$28.1K +259 New
OCM
225
Orion Capital Management
California
$26.6K

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.