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

WisdomTree U.S. High Dividend Fund logo
$101.18 +0.62 (+0.62%)
As of 10:08 AM 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)
129
Total
Institutional Inflows
(last 12 months)
$132.14M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$39.45M
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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
10/15/2025MB Levis & Associates LLC159,151$16.03M6.9%-0.4%1.243%
10/14/2025Farther Finance Advisors LLC6,587$664K0.0%+5.3%0.051%
10/14/2025Delta Capital Management LLC2,000$202K0.1%N/A0.016%
10/10/2025 Fifth Third Securities Inc.7,451$751K0.1%+257.0%0.058%
10/10/2025 Signal Advisors Wealth LLC2,555$257K0.0%N/A0.020%
10/9/2025 LVM Capital Management Ltd. MI32,259$3.25M0.3%-4.2%0.252%
10/9/2025 Dynamic Advisor Solutions LLC11,791$1.19M0.0%-1.0%0.092%
10/7/2025 Cooper Financial Group2,798$282K0.0%-9.2%0.022%
9/26/2025Corient Private Wealth LLC16,613$1.60M0.0%-8.3%0.130%
9/4/2025Osaic Holdings Inc.100,221$9.62M0.0%+20.7%0.783%
8/29/2025Evolution Wealth Management Inc.3,844$369K0.5%N/A0.030%
8/27/2025Stonebridge Wealth Management LLC98,470$9.45M9.1%N/A0.769%
8/27/2025Barnes Wealth Management Group Inc15,829$1.52M0.9%+7.4%0.124%
8/27/2025Orion Porfolio Solutions LLC24,011$2.31M0.0%+27.4%0.188%
8/19/2025B. Riley Wealth Advisors Inc.3,621$348K0.0%N/A0.028%
8/19/2025Advisory Services Network LLC8,947$865K0.0%-2.4%0.070%
8/18/2025N.E.W. Advisory Services LLC309$30K0.0%-28.5%0.002%
8/15/2025Tower Research Capital LLC TRC 6,543$628K0.0%+59,381.8%0.051%
8/15/2025Corient Private Wealth LLC33,224$3.19M0.0%+83.4%0.260%
8/15/2025Captrust Financial Advisors42,636$4.09M0.0%+18.5%0.333%
8/15/2025Orion Porfolio Solutions LLC64,246$6.17M0.0%+240.9%0.502%
8/15/2025Great Valley Advisor Group Inc.2,400$230K0.0%-55.4%0.019%
8/15/2025EP Wealth Advisors LLC1,312$126K0.0%N/A0.010%
8/15/2025Bank of America Corp DE405,319$38.90M0.0%+9.6%3.167%
8/15/2025Ameriprise Financial Inc.131,632$12.38M0.0%+57.0%1.028%
8/14/2025Jane Street Group LLC4,805$461K0.0%N/A0.038%
8/14/2025Raymond James Financial Inc.95,099$9.13M0.0%+1.0%0.743%
8/14/2025Vivaldi Capital Management LP2,664$256K0.0%-6.5%0.021%
8/14/2025NewEdge Advisors LLC11,102$1.07M0.0%+3.7%0.087%
8/14/2025Qube Research & Technologies Ltd267$26K0.0%-34.9%0.002%
8/14/2025Cerity Partners LLC3,000$288K0.0%N/A0.023%
8/13/2025Cresset Asset Management LLC2,396$230K0.0%N/A0.019%
8/13/2025Capital Advisors Wealth Management LLC3,697$355K0.1%+3.8%0.029%
8/13/2025Baird Financial Group Inc.3,261$313K0.0%-21.0%0.025%
8/13/2025JT Stratford LLC23,009$2.21M0.3%+14.1%0.180%
8/13/2025Northwestern Mutual Wealth Management Co.7,583$728K0.0%-6.2%0.059%
8/12/2025J.W. Cole Advisors Inc.15,872$1.52M0.0%+61.3%0.124%
8/12/2025Steward Partners Investment Advisory LLC7,619$731K0.0%+53.1%0.060%
8/12/2025Global Retirement Partners LLC28,970$2.78M0.1%N/A0.226%
8/12/2025JPMorgan Chase & Co.44,307$4.25M0.0%-23.3%0.346%
8/12/202517 Capital Partners LLC2,209$212K0.1%N/A0.017%
8/12/2025NFP Retirement Inc.47,525$4.56M0.3%+1.2%0.371%
8/11/2025Invenio Wealth Partners LLC206,980$19.87M7.9%+2.7%1.617%
8/11/2025Western Wealth Management LLC3,736$359K0.0%-6.4%0.029%
8/8/2025Rockefeller Capital Management L.P.11,679$1.12M0.0%-1.6%0.091%
8/8/2025Cetera Investment Advisers375,540$36.04M0.1%+0.6%2.934%
8/8/2025Good Life Advisors LLC49,409$4.74M0.3%+0.5%0.386%
8/8/2025SBI Securities Co. Ltd.10,076$967K0.0%+3.9%0.079%
8/7/2025CENTRAL TRUST Co9,956$956K0.0%+37.3%0.078%
8/7/2025BOK Financial Private Wealth Inc.1,182$113K0.0%+10.8%0.009%
8/5/2025Bank of Montreal Can665$64K0.0%-37.0%0.005%
8/4/2025Linscomb Wealth Inc.345,217$33.13M1.5%-2.0%2.697%
8/4/2025IFG Advisory LLC4,792$460K0.0%-7.7%0.037%
8/4/2025Virtus Family Office LLC8,784$843K1.1%-40.6%0.069%
8/4/2025World Investment Advisors15,823$1.52M0.0%-1.2%0.124%
8/4/2025Flagship Harbor Advisors LLC4,701$451K0.0%+9.3%0.037%
8/1/2025Envestnet Asset Management Inc.103,549$9.94M0.0%+25.8%0.809%
7/31/2025Focus Partners Advisor Solutions LLC5,014$481K0.0%+58.5%0.039%
7/30/2025D.A. Davidson & CO.14,828$1.42M0.0%+25.3%0.116%
7/29/2025Uhlmann Price Securities LLC4,674$449K0.3%-60.7%0.037%
7/29/2025MB Levis & Associates LLC159,831$15.34M6.7%+0.3%1.249%
7/29/2025ShoreHaven Wealth Partners LLC6,684$642K0.3%-61.5%0.052%
7/29/2025Stratos Wealth Partners LTD.4,293$412K0.0%-12.3%0.034%
7/29/2025TFC Financial Management Inc.4,780$459K0.1%+3.2%0.037%
7/28/2025Mutual Advisors LLC34,509$3.41M0.1%-0.8%0.270%
7/28/2025RFG Advisory LLC2,287$220K0.0%N/A0.018%
7/25/2025Community Bank N.A.14,340$1.38M0.2%-0.9%0.112%
7/25/2025NorthRock Partners LLC539$52K0.0%+157.9%0.004%
7/25/2025Atria Wealth Solutions Inc.2,211$212K0.0%N/A0.017%
7/25/2025Envestnet Portfolio Solutions Inc.12,465$1.20M0.0%+7.7%0.097%
7/25/2025CWM LLC844,212$81.03M0.3%-1.2%6.595%
7/25/2025Apollon Wealth Management LLC2,494$239K0.0%-7.4%0.019%
7/24/2025Blue Trust Inc.3,009$289K0.0%+361.5%0.024%
7/24/2025Blair William & Co. IL22,145$2.13M0.0%+9.5%0.173%
7/24/2025MSH Capital Advisors LLC4,383$421K0.1%+31.7%0.034%
7/23/20251 North Wealth Services LLC95,355$9.15M3.6%N/A0.745%
7/22/2025Comprehensive Financial Consultants Institutional Inc.2,993$287K0.1%N/A0.023%
7/22/2025Gemmer Asset Management LLC2,201$211K0.0%-23.4%0.017%
7/21/2025Precedent Wealth Partners LLC60,052$5.76M1.4%-3.5%0.469%
7/21/2025Ameritas Advisory Services LLC707$68K0.0%N/A0.006%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,284$1.08M0.0%+5.7%0.088%
7/18/2025PBMares Wealth Management LLC34,902$3.35M0.6%+1.5%0.273%
7/18/2025 Cooper Financial Group3,082$296K0.0%-17.1%0.024%
7/18/2025Truist Financial Corp18,981$1.82M0.0%-8.3%0.148%
7/17/2025Janney Montgomery Scott LLC20,495$1.97M0.0%-29.0%0.160%
7/17/2025 Fifth Third Securities Inc.2,087$200K0.0%N/A0.016%
7/15/2025Evanson Asset Management LLC79,833$7.66M0.5%-1.4%0.624%
7/15/2025Axis Wealth Partners LLC13,808$1.23M0.8%-5.2%0.108%
7/11/2025Farther Finance Advisors LLC6,258$601K0.0%+27.0%0.049%
7/10/2025Western Pacific Wealth Management LP972$93K0.1%-28.4%0.008%
7/10/2025Wealth Enhancement Advisory Services LLC10,326$1.01M0.0%-17.6%0.081%
7/2/2025 LVM Capital Management Ltd. MI33,667$3.23M0.3%-15.3%0.264%
6/27/2025Goldman Sachs Group Inc.4,422$438K0.0%-58.8%0.035%
5/20/2025Focus Partners Wealth130,178$12.91M0.0%-21.5%1.017%
5/16/2025Goldman Sachs Group Inc.4,422$438K0.0%-58.8%0.035%
5/16/2025Jones Financial Companies Lllp14,118$1.40M0.0%+254.3%0.110%
5/16/2025NewEdge Advisors LLC10,707$1.06M0.0%-51.5%0.084%
5/16/2025Integrated Wealth Concepts LLC3,320$329K0.0%-26.1%0.026%
5/15/2025Focus Partners Advisor Solutions LLC3,164$314K0.0%+9.0%0.025%
5/15/2025Royal Bank of Canada49,462$4.91M0.0%+1.7%0.386%
(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, 228 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were CWM LLC ($81.03M), Wells Fargo & Company MN ($45.72M), LPL Financial LLC ($43.40M), Bank of America Corp DE ($38.90M), Cetera Investment Advisers ($36.04M), Linscomb Wealth Inc. ($33.13M), and Linscomb & Williams Inc. ($30.43M).Learn more on WisdomTree U.S. High Dividend Fund's institutional investors.

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

Of the 178 institutional investors that purchased WisdomTree U.S. High Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($381.45K), Win Advisors Inc. ($158.01K), Modera Wealth Management LLC ($123.66K), LPL Financial LLC ($117.91K), Raymond James Financial Inc. ($113.97K), Stonebridge Wealth Management LLC ($98.47K), and 1 North Wealth Services LLC ($95.36K).

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

Institutional investors have bought a total of 1,379,425 shares in the last 24 months. This purchase volume represents approximately $132.14M in transactions.

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

Of the 84 institutional investors that sold WisdomTree U.S. High Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dakota Wealth Management ($50.28K), Envestnet Asset Management Inc. ($40.30K), Focus Partners Wealth ($35.69K), CWM LLC ($35.03K), Jane Street Group LLC ($24.37K), Linscomb Wealth Inc. ($19.78K), and Raymond James Financial Inc. ($18.87K).

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

Institutional investors have sold a total of 408,532 shares in the last 24 months. This volume of shares sold represents approximately $39.45M in transactions.


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This page (NYSEARCA:DHS) was last updated on 10/15/2025 by MarketBeat.com Staff
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