WisdomTree US High Dividend Fund
226 hedge funds and large institutions have $601M invested in WisdomTree US High Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $566M → $601M (+$35.2M)
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
0.75% less ownership
Funds ownership: 49.25% → 48.5% (-0.75%)
2% less funds holding
Funds holding: 231 → 226 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.89M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$4.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.75M |
| 4 |
Morgan Stanley
New York
|
+$3.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$4.49M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.9M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$3.45M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.41M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.95M |
DHS Hedge Fund Activity: Q1 2025 in Review
226 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q1 2025, worth a combined $601M — up 6.2% from $566M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of DHS and 20 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 73 added.
The largest buyer was Win Advisors, opening a new position worth an estimated $9.89M. The largest seller was Great Valley Advisor Group, cutting an estimated $4.49M.
- 226 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q1 2025, down from 231 in Q4 2024.
- Funds reported $601M of WisdomTree US High Dividend Fund stock for Q1 2025, up 6.2% quarter-over-quarter.
- 20 funds opened new WisdomTree US High Dividend Fund positions in Q1 2025 and 23 closed out, a net change of -3 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q1 2025 was Win Advisors, an estimated $9.89M added.
- The largest WisdomTree US High Dividend Fund seller in Q1 2025 was Great Valley Advisor Group, an estimated $4.49M sold.
Based on aggregated 13F filings for Q1 2025.