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WisdomTree U.S. High Dividend Fund (DHS) Institutional Ownership

WisdomTree U.S. High Dividend Fund logo
$95.54 -0.89 (-0.92%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$93.79M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$54.84M
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DHS Institutional Buying and Selling by Quarter

WisdomTree U.S. High Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth130,178$12.91M0.0%-21.5%1.017%
5/16/2025 Goldman Sachs Group Inc.4,422$438K0.0%-58.8%0.035%
5/16/2025 Jones Financial Companies Lllp14,118$1.40M0.0%+254.3%0.110%
5/16/2025 NewEdge Advisors LLC10,707$1.06M0.0%-51.5%0.084%
5/16/2025 Integrated Wealth Concepts LLC3,320$329K0.0%-26.1%0.026%
5/15/2025 Focus Partners Advisor Solutions LLC3,164$314K0.0%+9.0%0.025%
5/15/2025 Royal Bank of Canada49,462$4.91M0.0%+1.7%0.386%
5/14/2025 Ieq Capital LLC2,417$240K0.0%N/A0.019%
5/14/2025 Comerica Bank17,044$1.69M0.0%+3.4%0.133%
5/14/2025 Cadence Bank14,773$1.47M0.1%-16.2%0.115%
5/14/2025 Northwestern Mutual Wealth Management Co.8,083$802K0.0%+14.9%0.063%
5/14/2025 Kestra Advisory Services LLC17,028$1.69M0.0%+22.8%0.133%
5/14/2025 Barnes Wealth Management Group Inc14,745$1.46M0.9%+4.9%0.115%
5/14/2025 JT Stratford LLC20,171$2M0.4%+75.0%0.158%
5/13/2025 Raymond James Financial Inc.94,155$9.34M0.0%-16.7%0.736%
5/13/2025 NFP Retirement Inc.46,975$4.66M0.4%+1.2%0.367%
5/13/2025 HighTower Advisors LLC22,885$2.27M0.0%+4.4%0.179%
5/12/2025 Linscomb Wealth Inc.352,105$34.92M1.7%-2.1%2.751%
5/12/2025 Cooper Financial Group3,717$369K0.0%-48.9%0.029%
5/9/2025 Blair William & Co. IL20,220$2.01M0.0%+2.2%0.158%
5/8/2025 Mullooly Asset Management Inc.3,197$317K0.0%N/A0.025%
5/8/2025 Commerce Bank25,445$2.52M0.0%-4.3%0.199%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,676$1.06M0.0%+104.3%0.083%
5/7/2025 N.E.W. Advisory Services LLC432$43K0.0%N/A0.003%
5/7/2025 MB Levis & Associates LLC159,396$15.81M7.3%+0.5%1.245%
5/7/2025 Passive Capital Management LLC.5,762$571K0.2%-4.9%0.045%
5/7/2025 LPL Financial LLC437,671$43.40M0.0%+12.7%3.419%
5/6/2025 ShoreHaven Wealth Partners LLC17,356$1.72M0.8%+1.8%0.136%
5/6/2025 Cetera Investment Advisers373,316$37.02M0.1%+6.4%2.917%
5/6/2025 Tempus Wealth Planning LLC3,906$387K0.1%N/A0.031%
5/6/2025 Nelson Capital Management LLC4,945$490K0.1%-6.3%0.039%
5/5/2025 J.W. Cole Advisors Inc.9,843$976K0.0%+22.7%0.077%
5/5/2025 Kestra Private Wealth Services LLC2,408$239K0.0%N/A0.019%
5/5/2025 Private Advisor Group LLC39,062$3.87M0.0%-3.5%0.305%
5/2/2025 SBI Securities Co. Ltd.9,698$962K0.0%+1.2%0.076%
5/2/2025 Apollon Wealth Management LLC2,692$267K0.0%-5.2%0.021%
5/1/2025 CWM LLC854,291$84.71M0.3%-2.8%6.674%
5/1/2025 TruNorth Capital Management LLC800$79K0.0%-25.4%0.006%
4/29/2025 Envestnet Asset Management Inc.82,282$8.16M0.0%-32.9%0.643%
4/29/2025 Interactive Financial Advisors Inc.5,947$590K0.3%-2.4%0.046%
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4/29/2025 Bank of New York Mellon Corp10,990$1.09M0.0%+205.4%0.086%
4/29/2025 World Investment Advisors16,023$1.59M0.0%-1.7%0.125%
4/29/2025 Avantax Planning Partners Inc.23,980$2.38M0.1%-1.1%0.187%
4/28/2025 D.A. Davidson & CO.11,831$1.17M0.0%+5.2%0.092%
4/28/2025 Mutual Advisors LLC34,803$3.22M0.1%-1.4%0.272%
4/28/2025 Axis Wealth Partners LLC14,573$1.32M1.0%-5.3%0.114%
4/28/2025 Revisor Wealth Management LLC2,495$247K0.1%N/A0.019%
4/25/2025 Saxon Interests Inc.10,922$1.08M0.5%N/A0.085%
4/25/2025 Citizens National Bank Trust Department939$93K0.0%N/A0.007%
4/24/2025 TFC Financial Management Inc.4,630$459K0.1%N/A0.037%
4/23/2025 Western Wealth Management LLC3,990$396K0.0%+6.9%0.032%
4/23/2025 Win Advisors Inc.102,291$10.14M5.2%N/A0.809%
4/23/2025 AssuredPartners Investment Advisors LLC11,593$1.15M0.2%-6.8%0.092%
4/22/2025 Flagship Harbor Advisors LLC4,301$426K0.0%+6.6%0.034%
4/22/2025 Friday Financial2,754$271K0.2%+10.4%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.47,775$4.74M0.0%+64.9%0.378%
4/22/2025 Evanson Asset Management LLC80,984$8.03M0.6%-0.4%0.640%
4/21/2025 Avior Wealth Management LLC4,948$491K0.0%-2.8%0.039%
4/21/2025 Cherry Tree Wealth Management LLC17,298$1.72M0.4%-1.6%0.137%
4/21/2025 Blue Trust Inc.652$65K0.0%+62.2%0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.11,576$1.15M0.0%-40.4%0.092%
4/21/2025 Community Bank N.A.14,466$1.43M0.2%-4.8%0.114%
4/17/2025 Precedent Wealth Partners LLC62,258$6.17M1.7%+5.2%0.492%
4/17/2025 Janney Montgomery Scott LLC28,848$2.86M0.0%+31.9%0.228%
4/17/2025 Good Life Advisors LLC49,142$4.87M0.3%-0.9%0.388%
4/17/2025 Dynamic Advisor Solutions LLC12,056$1.20M0.0%N/A0.095%
4/16/2025 Opal Wealth Advisors LLC456$45K0.0%N/A0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC12,527$1.24M0.0%+111.0%0.099%
4/14/2025 Farther Finance Advisors LLC4,929$484K0.0%N/A0.039%
4/14/2025 Capital Investment Advisors LLC4,214$418K0.0%N/A0.033%
4/14/2025 Park Avenue Securities LLC3,971$394K0.0%-16.4%0.031%
4/14/2025 FFG Retirement Advisors LLC36,169$3.59M2.4%-3.1%0.286%
4/11/2025 Oxinas Partners Wealth Management LLC8,565$849K0.5%-1.9%0.068%
4/10/2025 Maltin Wealth Management Inc.4,250$421K0.2%-2.8%0.034%
4/9/2025 NBC Securities Inc.5,863$581K0.0%+97,616.7%0.046%
4/8/2025 LVM Capital Management Ltd. MI39,735$3.94M0.4%-10.2%0.314%
4/7/2025 GAMMA Investing LLC28,459$2.82M0.0%+9,816.0%0.225%
3/24/2025 Fulcrum Equity Management2,341$219K0.2%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC5,936$554K0.0%N/A0.048%
2/25/2025B. Riley Wealth Advisors Inc.4,036$377K0.0%-3.3%0.032%
2/25/2025 Armis Advisers LLC7,407$692K0.1%N/A0.059%
2/24/2025 Great Valley Advisor Group Inc.51,825$4.84M0.1%+24.2%0.411%
2/18/2025 GTS Securities LLC9,557$892K0.0%N/A0.076%
2/18/2025 JT Stratford LLC11,529$1.08M0.2%-1.7%0.092%
2/17/2025 Waverly Advisors LLC10,459$976K0.0%-1.5%0.083%
2/17/2025 Vivaldi Capital Management LP2,649$257K0.0%N/A0.021%
2/17/2025 Focus Partners Wealth165,865$15.49M0.0%+3.5%1.316%
2/17/2025 Fiduciary Trust Co4,195$392K0.0%+20.1%0.033%
2/17/2025 CoreCap Advisors LLC905$84K0.0%-16.0%0.007%
2/17/2025 Cetera Investment Advisers350,927$32.76M0.1%+0.1%2.785%
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2/17/2025 Captrust Financial Advisors36,653$3.42M0.0%-2.7%0.291%
2/17/2025 Bank of America Corp DE346,391$32.34M0.0%+1.3%2.749%
2/17/2025 Ameriprise Financial Inc.78,441$7.32M0.0%+5.4%0.623%
2/14/2025 Mercer Global Advisors Inc. ADV3,378$315K0.0%-37.8%0.027%
2/14/2025 Jane Street Group LLC7,960$743K0.0%-11.1%0.063%
2/14/2025 Parvin Asset Management LLC938$88K0.1%N/A0.007%
2/14/2025 Northern Trust Corp14,807$1.38M0.0%+10.9%0.118%
2/14/2025 Integrated Wealth Concepts LLC4,491$419K0.0%-4.3%0.036%
2/14/2025 Coppell Advisory Solutions LLC18,442$1.71M0.2%N/A0.146%
2/14/2025 Susquehanna International Group LLP20,232$1.89M0.0%+576.4%0.161%
(Data available from 1/1/2016 forward)

DHS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DHS shares?

During the previous two years, 222 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were CWM LLC ($84.71M), Wells Fargo & Company MN ($45.72M), LPL Financial LLC ($43.40M), Cetera Investment Advisers ($37.02M), Linscomb Wealth Inc. ($34.92M), Bank of America Corp DE ($32.34M), and Linscomb & Williams Inc. ($30.43M).Learn more on DHS's institutional investors.

Which institutional investors have been buying WisdomTree U.S. High Dividend Fund stock?

Of the 171 institutional investors that purchased WisdomTree U.S. High Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($379.23K), Win Advisors Inc. ($158.01K), Modera Wealth Management LLC ($137.40K), LPL Financial LLC ($117.91K), Raymond James Financial Inc. ($113.03K), International Assets Investment Management LLC ($95.22K), and Invenio Wealth Partners LLC ($86.90K).

How much institutional buying is happening at WisdomTree U.S. High Dividend Fund?

Institutional investors have bought a total of 2,220,340 shares in the last 24 months. This purchase volume represents approximately $194.36M in transactions.

Which WisdomTree U.S. High Dividend Fund major shareholders have been selling company stock?

Of the 120 institutional investors that sold WisdomTree U.S. High Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($209.99K), LPL Financial LLC ($162.47K), Envestnet Asset Management Inc. ($138.41K), Truist Financial Corp ($108.37K), Flow Traders U.S. LLC ($75.50K), First Command Advisory Services Inc. ($70.63K), and International Assets Investment Management LLC ($68.10K).

How much institutional selling is happening at WisdomTree U.S. High Dividend Fund?

Institutional investors have sold a total of 1,695,891 shares in the last 24 months. This volume of shares sold represents approximately $143.19M in transactions.


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This page (NYSEARCA:DHS) was last updated on 6/13/2025 by MarketBeat.com Staff
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