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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
PS
201
Principal Securities
Iowa
$41.5K -$1.19K -12 -3%
SWP
202
Strategic Wealth Partners
Ohio
$41.1K
TF
203
Tompkins Financial
New York
$39.8K
LFG
204
Larson Financial Group
Missouri
$39.2K +$199 +2 +0.5%
AF
205
Advisornet Financial
Minnesota
$38K +$298 +3 +0.8%
NEWAS
206
N.E.W. Advisory Services
Wisconsin
$31.2K
FC
207
Financial Consulate
Maryland
$29.7K +$29.3K +295 New
GI
208
GAMMA Investing
California
$28.9K
PTC
209
Private Trust Company
Ohio
$28.6K +$16.3K +164 +137%
MCM
210
MAI Capital Management
Ohio
$28.4K
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$26.2K -$695 -7 -3%
OCM
212
Orion Capital Management
California
$24.6K +$24.2K +244 New
AWM
213
AE Wealth Management
Kansas
$24.4K +$24K +242 New
Russell Investments Group
214
Russell Investments Group
United Kingdom
$21.8K
CIAS
215
CBIZ Investment Advisory Services
Ohio
$16.8K
CT
216
Caldwell Trust
Florida
$15.1K
HI
217
Horizon Investments
North Carolina
$14.5K +$14.3K +144 New
HDIM
218
Hanson & Doremus Investment Management
Vermont
$14K
BlackRock
219
BlackRock
New York
$13.8K +$99 +1 +0.7%
RWM
220
Rialto Wealth Management
New York
$12.6K
TWC
221
TD Waterhouse Canada
Ontario, Canada
$10.1K
SS
222
Sunbelt Securities
Texas
$10.1K +$9.93K +100 New
RFG
223
REAP Financial Group
Texas
$6.85K
CFD
224
Creative Financial Designs
Indiana
$3.43K
CAIM
225
Catherine Avery Investment Management
Florida
$3.22K

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.