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

WisdomTree U.S. High Dividend Fund logo
$98.36 +0.28 (+0.28%)
As of 10:03 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)
118
Total
Institutional Inflows
(last 12 months)
$93.17M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$51.45M
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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
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%
7/17/2025Fifth 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%
6/27/2025Goldman 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%
5/14/2025Ieq Capital LLC2,417$240K0.0%N/A0.019%
5/14/2025Comerica Bank17,044$1.69M0.0%+3.4%0.133%
5/14/2025Cadence Bank14,773$1.47M0.1%-16.2%0.115%
5/14/2025Northwestern Mutual Wealth Management Co.8,083$802K0.0%+14.9%0.063%
5/14/2025Kestra 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%
5/14/2025JT Stratford LLC20,171$2M0.4%+75.0%0.158%
5/13/2025Raymond James Financial Inc.94,155$9.34M0.0%-16.7%0.736%
5/13/2025NFP Retirement Inc.46,975$4.66M0.4%+1.2%0.367%
5/13/2025HighTower Advisors LLC22,885$2.27M0.0%+4.4%0.179%
5/12/2025Linscomb Wealth Inc.352,105$34.92M1.7%-2.1%2.751%
5/12/2025Cooper Financial Group3,717$369K0.0%-48.9%0.029%
5/9/2025Blair William & Co. IL20,220$2.01M0.0%+2.2%0.158%
5/8/2025Mullooly Asset Management Inc.3,197$317K0.0%N/A0.025%
5/8/2025Commerce Bank25,445$2.52M0.0%-4.3%0.199%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,676$1.06M0.0%+104.3%0.083%
5/7/2025N.E.W. Advisory Services LLC432$43K0.0%N/A0.003%
5/7/2025MB Levis & Associates LLC159,396$15.81M7.3%+0.5%1.245%
5/7/2025Passive Capital Management LLC.5,762$571K0.2%-4.9%0.045%
5/7/2025LPL Financial LLC437,671$43.40M0.0%+12.7%3.419%
5/6/2025ShoreHaven Wealth Partners LLC17,356$1.72M0.8%+1.8%0.136%
5/6/2025Cetera Investment Advisers373,316$37.02M0.1%+6.4%2.917%
5/6/2025Tempus Wealth Planning LLC3,906$387K0.1%N/A0.031%
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5/6/2025Nelson Capital Management LLC4,945$490K0.1%-6.3%0.039%
5/5/2025J.W. Cole Advisors Inc.9,843$976K0.0%+22.7%0.077%
5/5/2025Kestra Private Wealth Services LLC2,408$239K0.0%N/A0.019%
5/5/2025Private Advisor Group LLC39,062$3.87M0.0%-3.5%0.305%
5/2/2025SBI Securities Co. Ltd.9,698$962K0.0%+1.2%0.076%
5/2/2025Apollon Wealth Management LLC2,692$267K0.0%-5.2%0.021%
5/1/2025CWM LLC854,291$84.71M0.3%-2.8%6.674%
5/1/2025TruNorth Capital Management LLC800$79K0.0%-25.4%0.006%
4/29/2025Envestnet Asset Management Inc.82,282$8.16M0.0%-32.9%0.643%
4/29/2025Interactive Financial Advisors Inc.5,947$590K0.3%-2.4%0.046%
4/29/2025Bank of New York Mellon Corp10,990$1.09M0.0%+205.4%0.086%
4/29/2025World Investment Advisors16,023$1.59M0.0%-1.7%0.125%
4/29/2025Avantax Planning Partners Inc.23,980$2.38M0.1%-1.1%0.187%
4/28/2025D.A. Davidson & CO.11,831$1.17M0.0%+5.2%0.092%
4/28/2025Mutual 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%
4/25/2025Saxon Interests Inc.10,922$1.08M0.5%N/A0.085%
4/25/2025Citizens National Bank Trust Department939$93K0.0%N/A0.007%
4/24/2025TFC Financial Management Inc.4,630$459K0.1%N/A0.037%
4/23/2025Western Wealth Management LLC3,990$396K0.0%+6.9%0.032%
4/23/2025Win Advisors Inc.102,291$10.14M5.2%N/A0.809%
4/23/2025AssuredPartners Investment Advisors LLC11,593$1.15M0.2%-6.8%0.092%
4/22/2025Flagship Harbor Advisors LLC4,301$426K0.0%+6.6%0.034%
4/22/2025 Friday Financial2,754$271K0.2%+10.4%0.022%
4/22/2025Cambridge 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%
4/21/2025Avior Wealth Management LLC4,948$491K0.0%-2.8%0.039%
4/21/2025Cherry Tree Wealth Management LLC17,298$1.72M0.4%-1.6%0.137%
4/21/2025Blue Trust Inc.652$65K0.0%+62.2%0.005%
4/21/2025Envestnet Portfolio Solutions Inc.11,576$1.15M0.0%-40.4%0.092%
4/21/2025Community Bank N.A.14,466$1.43M0.2%-4.8%0.114%
4/17/2025Precedent Wealth Partners LLC62,258$6.17M1.7%+5.2%0.492%
4/17/2025Janney Montgomery Scott LLC28,848$2.86M0.0%+31.9%0.228%
4/17/2025Good 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%
4/14/2025FFG 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%
4/10/2025Maltin 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%
3/24/2025Fulcrum 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%
Elon’s Secret Social Security Bombshell (Ad)

To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.

A major government announcement coming as soon as July 23.
2/25/2025 Armis Advisers LLC7,407$692K0.1%N/A0.059%
2/24/2025Great Valley Advisor Group Inc.51,825$4.84M0.1%+24.2%0.411%
2/18/2025GTS Securities LLC9,557$892K0.0%N/A0.076%
2/18/2025JT Stratford LLC11,529$1.08M0.2%-1.7%0.092%
2/17/2025Waverly Advisors LLC10,459$976K0.0%-1.5%0.083%
2/17/2025Vivaldi Capital Management LP2,649$257K0.0%N/A0.021%
2/17/2025Focus Partners Wealth165,865$15.49M0.0%+3.5%1.316%
2/17/2025Fiduciary Trust Co4,195$392K0.0%+20.1%0.033%
2/17/2025CoreCap Advisors LLC905$84K0.0%-16.0%0.007%
2/17/2025Cetera Investment Advisers350,927$32.76M0.1%+0.1%2.785%
(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, 223 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 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 172 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 ($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 986,524 shares in the last 24 months. This purchase volume represents approximately $93.17M in transactions.

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

Of the 75 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: First Command Advisory Services Inc. ($70.63K), CWM LLC ($70.07K), Dakota Wealth Management ($58.77K), LPL Financial LLC ($53.43K), Envestnet Asset Management Inc. ($40.30K), Focus Partners Wealth ($35.69K), and Jane Street Group LLC ($24.37K).

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

Institutional investors have sold a total of 555,062 shares in the last 24 months. This volume of shares sold represents approximately $51.45M in transactions.


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This page (NYSEARCA:DHS) was last updated on 7/18/2025 by MarketBeat.com Staff
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