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WisdomTree US High Dividend Fund
DHS

230 hedge funds and large institutions have $564M invested in WisdomTree US High Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

11% more funds holding

Funds holding: 207 → 230 (+23)

1.52% more ownership

Funds ownership: 47.62% → 49.14% (+1.5%)

2% more capital invested

Capital invested by funds: $551M → $564M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
230
Holders Change
+23
Holders Change %
+11.11%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
71
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.03M
2
Morgan Stanley
Morgan Stanley
New York
+$2.34M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$2.06M
4
CAS
Coppell Advisory Solutions
Texas
+$1.77M
5
OAS
Optivise Advisory Services
Tennessee
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
DWM
Dakota Wealth Management
Florida
-$3.65M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.05M
3
Goldman Sachs
Goldman Sachs
New York
-$2.96M
4
UBS Group
UBS Group
Switzerland
-$1.37M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pathway Financial Advisers
Indiana
$38K +$385 +4 +1%
BTI
202
Blue Trust Inc
Georgia
$37.5K +$192 +2 +0.5%
TF
203
Tompkins Financial
New York
$36.9K – – –
LFG
204
Larson Financial Group
Missouri
$35.9K +$192 +2 +0.5%
AF
205
Advisornet Financial
Minnesota
$34.3K -$113K -1,178 -76%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$28.8K – – –
GI
207
GAMMA Investing
California
$26.8K +$2.21K +23 +9%
MCM
208
MAI Capital Management
Ohio
$26.3K +$27.1K +282 New
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.6K +$192 +2 +0.8%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$20.2K – – –
TWC
211
TD Waterhouse Canada
Ontario, Canada
$18.7K – – –
SIM
212
Synergy Investment Management
Florida
$17K +$17.5K +182 New
CIAS
213
CBIZ Investment Advisory Services
Ohio
$15.6K – – –
CT
214
Caldwell Trust
Florida
$14K +$14.4K +150 New
BlackRock
215
BlackRock
New York
$12.7K +$13.1K +136 New
KWAG
216
Kiely Wealth Advisory Group
North Carolina
$12.5K – – –
RWM
217
Rialto Wealth Management
New York
$11.7K +$12K +125 New
PTC
218
Private Trust Company
Ohio
$11.2K – – –
SIS
219
Sound Income Strategies
Florida
$7.09K – – –
RFG
220
REAP Financial Group
Texas
$6.44K -$577 -6 -8%
CFD
221
Creative Financial Designs
Indiana
$5.6K +$2.5K +26 +76%
CWP
222
Clark Wealth Partners
Illinois
$4.86K +$5K +52 New
SAM
223
Smartleaf Asset Management
Massachusetts
$3.25K +$96 +1 +3%
CAIM
224
Catherine Avery Investment Management
Florida
$2.99K +$3.08K +32 New
S
225
SignatureFD
Georgia
$2.43K – – –
6 7 8
9
10

DHS Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q4 2024, worth a combined $564M — up 2.4% from $551M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DHS positions and 12 closed out — a net gain of 26 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.03M. The largest seller was Dakota Wealth Management, cutting an estimated $3.65M.

  • 230 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q4 2024, up from 207 in Q3 2024.
  • Funds reported $564M of WisdomTree US High Dividend Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 38 funds opened new WisdomTree US High Dividend Fund positions in Q4 2024 and 12 closed out, a net change of +26 holders.
  • The largest WisdomTree US High Dividend Fund buyer in Q4 2024 was Wells Fargo, an estimated $6.03M added.
  • The largest WisdomTree US High Dividend Fund seller in Q4 2024 was Dakota Wealth Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2024.