WisdomTree US High Dividend Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.7M |
| 2 |
1NWS
1 North Wealth Services
Annapolis,
Maryland
|
+$8.95M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$8.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$10.1M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$5.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.53M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.36M |
| 5 |
JP Morgan Chase
New York
|
-$1.27M |
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.