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

WisdomTree U.S. High Dividend Fund logo
$100.74 -0.37 (-0.37%)
Closing price 04:10 PM Eastern
Extended Trading
$100.73 -0.01 (-0.01%)
As of 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)
127
Total
Institutional Inflows
(last 12 months)
$130.13M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$43.43M
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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
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%
8/27/2025 Orion Porfolio Solutions LLC24,011$2.31M0.0%+27.4%0.188%
8/19/2025 B. Riley Wealth Advisors Inc.3,621$348K0.0%N/A0.028%
8/19/2025 Advisory Services Network LLC8,947$865K0.0%-2.4%0.070%
8/18/2025 N.E.W. Advisory Services LLC309$30K0.0%-28.5%0.002%
8/15/2025 Tower Research Capital LLC TRC 6,543$628K0.0%+59,381.8%0.051%
8/15/2025 Corient Private Wealth LLC33,224$3.19M0.0%+83.4%0.260%
8/15/2025 Captrust Financial Advisors42,636$4.09M0.0%+18.5%0.333%
8/15/2025 Orion Porfolio Solutions LLC64,246$6.17M0.0%+240.9%0.502%
8/15/2025 Great Valley Advisor Group Inc.2,400$230K0.0%-55.4%0.019%
8/15/2025 EP Wealth Advisors LLC1,312$126K0.0%N/A0.010%
8/15/2025 Bank of America Corp DE405,319$38.90M0.0%+9.6%3.167%
8/15/2025 Ameriprise Financial Inc.131,632$12.38M0.0%+57.0%1.028%
8/14/2025 Jane Street Group LLC4,805$461K0.0%N/A0.038%
8/14/2025 Raymond James Financial Inc.95,099$9.13M0.0%+1.0%0.743%
8/14/2025 Vivaldi Capital Management LP2,664$256K0.0%-6.5%0.021%
8/14/2025 NewEdge Advisors LLC11,102$1.07M0.0%+3.7%0.087%
8/14/2025 Qube Research & Technologies Ltd267$26K0.0%-34.9%0.002%
8/14/2025 Cerity Partners LLC3,000$288K0.0%N/A0.023%
8/13/2025 Cresset Asset Management LLC2,396$230K0.0%N/A0.019%
8/13/2025 Capital Advisors Wealth Management LLC3,697$355K0.1%+3.8%0.029%
8/13/2025 Baird Financial Group Inc.3,261$313K0.0%-21.0%0.025%
8/13/2025 JT Stratford LLC23,009$2.21M0.3%+14.1%0.180%
8/13/2025 Northwestern Mutual Wealth Management Co.7,583$728K0.0%-6.2%0.059%
8/12/2025 J.W. Cole Advisors Inc.15,872$1.52M0.0%+61.3%0.124%
8/12/2025 Steward Partners Investment Advisory LLC7,619$731K0.0%+53.1%0.060%
8/12/2025 Global Retirement Partners LLC28,970$2.78M0.1%N/A0.226%
8/12/2025 JPMorgan Chase & Co.44,307$4.25M0.0%-23.3%0.346%
8/12/2025 17 Capital Partners LLC2,209$212K0.1%N/A0.017%
8/12/2025 NFP Retirement Inc.47,525$4.56M0.3%+1.2%0.371%
8/11/2025 Invenio Wealth Partners LLC206,980$19.87M7.9%+2.7%1.617%
8/11/2025 Western Wealth Management LLC3,736$359K0.0%-6.4%0.029%
8/8/2025 Rockefeller Capital Management L.P.11,679$1.12M0.0%-1.6%0.091%
8/8/2025 Cetera Investment Advisers375,540$36.04M0.1%+0.6%2.934%
8/8/2025 Good Life Advisors LLC49,409$4.74M0.3%+0.5%0.386%
8/8/2025 SBI Securities Co. Ltd.10,076$967K0.0%+3.9%0.079%
8/7/2025 CENTRAL TRUST Co9,956$956K0.0%+37.3%0.078%
8/7/2025 BOK Financial Private Wealth Inc.1,182$113K0.0%+10.8%0.009%
8/5/2025 Bank of Montreal Can665$64K0.0%-37.0%0.005%
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8/4/2025 Linscomb Wealth Inc.345,217$33.13M1.5%-2.0%2.697%
8/4/2025 IFG Advisory LLC4,792$460K0.0%-7.7%0.037%
8/4/2025 Virtus Family Office LLC8,784$843K1.1%-40.6%0.069%
8/4/2025 World Investment Advisors15,823$1.52M0.0%-1.2%0.124%
8/4/2025 Flagship Harbor Advisors LLC4,701$451K0.0%+9.3%0.037%
8/1/2025 Envestnet Asset Management Inc.103,549$9.94M0.0%+25.8%0.809%
7/31/2025 Focus Partners Advisor Solutions LLC5,014$481K0.0%+58.5%0.039%
7/30/2025 D.A. Davidson & CO.14,828$1.42M0.0%+25.3%0.116%
7/29/2025 Uhlmann Price Securities LLC4,674$449K0.3%-60.7%0.037%
7/29/2025 MB Levis & Associates LLC159,831$15.34M6.7%+0.3%1.249%
7/29/2025 ShoreHaven Wealth Partners LLC6,684$642K0.3%-61.5%0.052%
7/29/2025 Stratos Wealth Partners LTD.4,293$412K0.0%-12.3%0.034%
7/29/2025 TFC Financial Management Inc.4,780$459K0.1%+3.2%0.037%
7/28/2025 Mutual Advisors LLC34,509$3.41M0.1%-0.8%0.270%
7/28/2025 RFG Advisory LLC2,287$220K0.0%N/A0.018%
7/25/2025 Community Bank N.A.14,340$1.38M0.2%-0.9%0.112%
7/25/2025 NorthRock Partners LLC539$52K0.0%+157.9%0.004%
7/25/2025 Atria Wealth Solutions Inc.2,211$212K0.0%N/A0.017%
7/25/2025 Envestnet Portfolio Solutions Inc.12,465$1.20M0.0%+7.7%0.097%
7/25/2025 CWM LLC844,212$81.03M0.3%-1.2%6.595%
7/25/2025 Apollon Wealth Management LLC2,494$239K0.0%-7.4%0.019%
7/24/2025 Blue Trust Inc.3,009$289K0.0%+361.5%0.024%
7/24/2025 Blair William & Co. IL22,145$2.13M0.0%+9.5%0.173%
7/24/2025 MSH Capital Advisors LLC4,383$421K0.1%+31.7%0.034%
7/23/2025 1 North Wealth Services LLC95,355$9.15M3.6%N/A0.745%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.2,993$287K0.1%N/A0.023%
7/22/2025 Gemmer Asset Management LLC2,201$211K0.0%-23.4%0.017%
7/21/2025 Precedent Wealth Partners LLC60,052$5.76M1.4%-3.5%0.469%
7/21/2025 Ameritas Advisory Services LLC707$68K0.0%N/A0.006%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,284$1.08M0.0%+5.7%0.088%
7/18/2025 PBMares Wealth Management LLC34,902$3.35M0.6%+1.5%0.273%
7/18/2025 Cooper Financial Group3,082$296K0.0%-17.1%0.024%
7/18/2025 Truist Financial Corp18,981$1.82M0.0%-8.3%0.148%
7/17/2025 Janney 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%
7/15/2025 Evanson Asset Management LLC79,833$7.66M0.5%-1.4%0.624%
7/15/2025 Axis Wealth Partners LLC13,808$1.23M0.8%-5.2%0.108%
7/11/2025 Farther Finance Advisors LLC6,258$601K0.0%+27.0%0.049%
7/10/2025 Western Pacific Wealth Management LP972$93K0.1%-28.4%0.008%
7/10/2025 Wealth 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%
6/27/2025 Goldman Sachs Group Inc.4,422$438K0.0%-58.8%0.035%
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%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.tc pixel

Click here to see the three strategies and get matched with a financial advisor today.
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%
5/14/2025Barnes 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%
(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, 227 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 1,360,044 shares in the last 24 months. This purchase volume represents approximately $130.13M in transactions.

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

Of the 82 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: CWM LLC ($80.14K), Dakota Wealth Management ($50.28K), Envestnet Asset Management Inc. ($40.30K), Focus Partners Wealth ($35.69K), 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 451,453 shares in the last 24 months. This volume of shares sold represents approximately $43.43M in transactions.


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This page (NYSEARCA:DHS) was last updated on 8/28/2025 by MarketBeat.com Staff
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