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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
SWP
201
Strategic Wealth Partners
Ohio
$39.2K +$38.3K +408 New
TF
202
Tompkins Financial
New York
$37.9K – – –
LFG
203
Larson Financial Group
Missouri
$37.2K +$188 +2 +0.5%
AF
204
Advisornet Financial
Minnesota
$35.9K +$375 +4 +1%
SAM
205
Smartleaf Asset Management
Massachusetts
$29.9K +$6.1K +65 +26%
NEWAS
206
N.E.W. Advisory Services
Wisconsin
$29.7K -$11.5K -123 -28%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$29.7K – – –
GI
208
GAMMA Investing
California
$27.5K – – –
MCM
209
MAI Capital Management
Ohio
$27.1K – – –
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$25.6K -$13.4K -143 -35%
BCMLT
211
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.6K +$188 +2 +0.8%
Russell Investments Group
212
Russell Investments Group
United Kingdom
$20.7K – – –
ADL
213
Asset Dedication LLC
California
$20.6K +$20.2K +215 New
AAP
214
Arax Advisory Partners
Colorado
$19.2K +$18.8K +200 New
CIAS
215
CBIZ Investment Advisory Services
Ohio
$16K – – –
CT
216
Caldwell Trust
Florida
$14.4K – – –
BlackRock
217
BlackRock
New York
$13.1K – – –
HDIM
218
Hanson & Doremus Investment Management
Vermont
$13K +$12.7K +135 New
TIM
219
Total Investment Management
Arizona
$12.4K +$12.1K +129 New
RWM
220
Rialto Wealth Management
New York
$12K – – –
PTC
221
Private Trust Company
Ohio
$11.5K – – –
TWC
222
TD Waterhouse Canada
Ontario, Canada
$9.72K – – –
EWA
223
EverSource Wealth Advisors
Alabama
$9.41K – – –
RFG
224
REAP Financial Group
Texas
$6.53K – – –
TSMHT
225
Thurston Springer Miller Herd & Titak
Indiana
$4.76K +$4.6K +49 New
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.