WisdomTree US High Dividend Fund
233 hedge funds and large institutions have $655M 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, 74 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
6% more capital invested
Capital invested by funds: $619M → $655M (+$36M)
4% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 74
0% more funds holding
Funds holding: 232 → 233 (+1)
0.01% less ownership
Funds ownership: 50.43% → 50.43% (-0.01%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.21M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$2.52M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.66M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$4.03M |
| 2 |
1NWS
1 North Wealth Services
Annapolis,
Maryland
|
-$3.24M |
| 3 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$1.45M |
| 4 |
AI
ArchPoint Investors
Coral Gables,
Florida
|
-$1.13M |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
-$1.08M |
DHS Hedge Fund Activity: Q3 2025 in Review
233 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2025, worth a combined $655M — up 5.8% from $619M 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 74 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.21M. The largest seller was Focus Partners Wealth, cutting an estimated $4.03M.
- 233 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2025, up from 232 in Q2 2025.
- Funds reported $655M 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.