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WisdomTree US High Dividend Fund
DHS

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: 231 → 232 (+1)

0% more ownership

Funds ownership: 50.32% → 50.32% (+0%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.21M
2
GS
GTS Securities
New York
+$2.52M
3
GRP
Global Retirement Partners
California
+$1.81M
4
Bank of America
Bank of America
North Carolina
+$1.66M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.48M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$4.03M
2
1NWS
1 North Wealth Services
Maryland
-$3.24M
3
IWP
Invenio Wealth Partners
Florida
-$1.45M
4
AI
ArchPoint Investors
Florida
-$1.13M
5
SI
Saxon Interests
Texas
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.6M +$1.48M +14,915 +2%
Wells Fargo
2
Wells Fargo
California
$53.9M +$3.21M +32,353 +6%
Bank of America
3
Bank of America
North Carolina
$42.5M +$1.66M +16,681 +4%
LPL Financial
4
LPL Financial
California
$41.8M -$836K -8,417 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39M +$1.16M +11,652 +3%
LW
6
Linscomb Wealth
Texas
$34M -$750K -7,560 -2%
Morgan Stanley
7
Morgan Stanley
New York
$31M +$555K +5,594 +2%
IWP
8
Invenio Wealth Partners
Florida
$19.4M -$1.45M -14,563 -7%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$17.6M -$4.03M -40,591 -19%
MLA
10
MB, Levis & Associates
Pennsylvania
$16M -$67.5K -680 -0.4%
Ameriprise
11
Ameriprise
Minnesota
$13.9M +$678K +6,828 +5%
KAS
12
Kestra Advisory Services
Texas
$11.8M -$281K -2,829 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.7M +$1.23M +12,372 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.91M -$211K -2,122 -2%
SWM
15
Stonebridge Wealth Management
Illinois
$9.69M -$232K -2,335 -2%
UBS Group
16
UBS Group
Switzerland
$9.5M +$1.25M +12,632 +15%
Raymond James Financial
17
Raymond James Financial
Florida
$9.43M -$146K -1,473 -2%
Mariner
18
Mariner
Kansas
$8.26M +$307K +3,089 +4%
EAM
19
Evanson Asset Management
California
$8.05M +$8.14K +82 +0.1%
PAG
20
Private Advisor Group
New Jersey
$6.79M +$376K +3,792 +6%
1NWS
21
1 North Wealth Services
Maryland
$6.32M -$3.24M -32,590 -34%
PWP
22
Precedent Wealth Partners
Texas
$6.04M -$7.54K -76 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6M +$718K +7,228 +14%
NRI
24
NFP Retirement Inc
California
$5.1M +$310K +3,118 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.03M +$559K +5,630 +13%
1
2 3 4 5

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.