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

WisdomTree U.S. High Dividend Fund logo
$111.38 +0.49 (+0.44%)
Closing price 04:10 PM Eastern
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$111.56 +0.18 (+0.16%)
As of 05:00 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)
126
Total
Institutional Inflows
(last 12 months)
$246.47M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$43.61M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos Wealth Management Inc.1,417$155K0.0%-14.9%0.011%
5/5/2026Avantax Planning Partners Inc.20,710$2.26M0.1%-8.3%0.157%
5/1/2026 Fifth Third Bancorp7,900$863K0.0%+618.2%0.060%
5/1/2026 Sequoia Financial Advisors LLC3,436$375K0.0%-6.1%0.026%
4/30/2026 Torren Management LLC858$94K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC225,135$24.59M0.1%+93.1%1.712%
4/29/2026 Interactive Financial Advisors Inc.2,755$301K0.2%-5.3%0.021%
4/28/2026 Stephens Inc. AR2,500$273K0.0%+25.0%0.019%
4/28/2026 Value Investment Professionals LLC266,622$29.12M13.4%N/A2.028%
4/28/2026 Evolution Wealth Management Inc.3,835$419K0.3%+6.1%0.029%
4/27/2026 Private Advisor Group LLC48,381$5.28M0.0%-33.0%0.368%
4/25/2026 Axis Wealth Partners LLC13,368$1.38M0.7%+3.0%0.102%
4/24/2026 Key Financial Inc594$65K0.0%+26.4%0.005%
4/23/2026 Apollon Wealth Management LLC2,274$248K0.0%-32.7%0.017%
4/22/2026 Janney Montgomery Scott LLC20,236$2.21M0.0%-1.9%0.154%
4/21/2026 Powers Advisory Group LLC2,346$256K0.1%+15.4%0.018%
4/21/2026 Maltin Wealth Management Inc.3,964$433K0.2%-9.3%0.030%
4/20/2026 Apella Capital LLC26,209$2.90M0.0%+1,092.9%0.199%
4/18/2026 CENTRAL TRUST Co20,699$2.26M0.0%+11.2%0.157%
4/18/2026 PMG Wealth Management Inc.1,950$213K0.2%N/A0.015%
4/17/2026 Elk River Wealth Management LLC4,742$518K0.1%-10.5%0.036%
4/17/2026 Stonebridge Wealth Management LLC85,517$9.34M9.0%-7.5%0.650%
4/16/2026 Park National Corp OH259$28K0.0%N/A0.002%
4/15/2026 Nations Financial Group Inc. IA ADV2,888$315K0.0%+5.5%0.022%
3/17/2026Rockefeller Capital Management L.P.12,240$1.25M0.0%+1.9%0.095%
3/13/2026 World Investment Advisors15,346$1.56M0.0%-2.9%0.119%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management1,071$109K0.1%N/A0.008%
2/25/2026MidFirst Bank2,212$225K0.0%N/A0.017%
2/24/2026Barnes Wealth Management Group Inc16,171$1.65M0.9%-2.8%0.126%
2/20/2026 Catalyst Investment Management LLC33,256$3.39M3.2%N/A0.259%
2/20/2026Wick Capital Partners LLC1,026,351$104.50M7.6%+38,040.1%7.987%
2/18/2026Mercer Global Advisors Inc. ADV6,541$666K0.0%+91.7%0.051%
2/18/2026Wealthspire Retirement LLC52,972$5.39M0.3%+4.6%0.412%
2/18/2026NewEdge Advisors LLC8,639$880K0.0%-23.1%0.067%
2/18/2026Main Street Financial Solutions LLC5,367$547K0.0%-28.5%0.042%
2/17/2026AQR Capital Management LLC3,008$306K0.0%-43.2%0.023%
2/17/2026EFG International AG5,409$551K0.0%N/A0.042%
2/17/2026Cetera Investment Advisers402,161$40.95M0.0%+3.9%3.130%
2/17/2026Equitable Holdings Inc.2,811$286K0.0%-5.7%0.022%
2/17/2026Osaic Holdings Inc.74,552$7.59M0.0%-24.0%0.580%
2/17/2026Advisory Services Network LLC8,943$911K0.0%+2.1%0.070%
2/17/2026 Private Advisor Group LLC72,236$7.36M0.0%+7.2%0.562%
2/17/2026Captrust Financial Advisors39,641$4.04M0.0%-7.3%0.308%
2/17/2026Royal Bank of Canada64,172$6.53M0.0%+7.8%0.499%
2/17/2026Blair William & Co. IL21,945$2.23M0.0%-0.9%0.171%
2/16/2026MML Investors Services LLC14,280$1.45M0.0%-50.5%0.111%
2/16/2026Mariner LLC89,649$9.13M0.0%+9.3%0.698%
2/16/2026Focus Partners Wealth147,778$15.05M0.0%-15.8%1.150%
2/16/20261 North Wealth Services LLC65,027$6.62M2.3%+3.6%0.506%
2/16/202617 Capital Partners LLC3,156$321K0.2%+20.4%0.025%
2/13/2026 Kestra Advisory Services LLC116,566$11.87M0.0%-0.9%0.907%
2/13/2026Stifel Financial Corp8,899$906K0.0%-1.7%0.069%
2/13/2026Commerce Bank23,510$2.39M0.0%-6.4%0.183%
2/13/2026Vivaldi Capital Management LP3,047$310K0.0%+14.4%0.024%
2/13/2026Avant Capital LLC2,271$231K0.2%-4.2%0.018%
2/13/2026Wells Fargo & Company MN529,423$53.91M0.0%-1.1%4.120%
2/13/2026Summit Financial LLC3,752$382K0.0%-3.4%0.029%
2/12/2026Orion Porfolio Solutions LLC25,423$2.59M0.0%+1.5%0.198%
2/12/2026 Commonwealth Equity Services LLC35,971$3.66M0.0%+4.9%0.280%
2/12/2026JT Stratford LLC29,088$2.96M0.4%+7.9%0.226%
2/12/2026Steward Partners Investment Advisory LLC3,942$401K0.0%-19.1%0.031%
2/12/2026Bank of Montreal Can318$32K0.0%-35.1%0.002%
2/12/2026Great Valley Advisor Group Inc.2,154$219K0.0%-4.6%0.017%
2/11/2026 Janney Montgomery Scott LLC20,626$2.10M0.0%-5.7%0.161%
2/11/2026LPL Financial LLC400,015$40.73M0.0%-3.6%3.113%
2/11/2026O Shaughnessy Asset Management LLC1,546$157K0.0%+9.2%0.012%
2/11/2026JPMorgan Chase & Co.52,869$5.38M0.0%+5.9%0.411%
2/11/2026 J.W. Cole Advisors Inc.16,026$1.63M0.0%+0.6%0.125%
2/10/2026ShoreHaven Wealth Partners LLC12,492$1.27M0.5%+5.4%0.097%
2/10/2026Avestar Capital LLC4,548$463K0.0%+2.5%0.035%
2/10/2026Harfst & Associates Inc.4,692$478K0.1%N/A0.037%
2/10/2026 Founders Financial Securities LLC2,089$213K0.0%N/A0.016%
2/10/2026Linscomb Wealth Inc.337,330$34.35M1.4%-0.1%2.625%
2/10/2026Northwestern Mutual Wealth Management Co.8,250$840K0.0%+29.9%0.064%
2/9/2026 Interactive Financial Advisors Inc.2,910$296K0.2%-38.5%0.023%
2/6/2026Americana Partners LLC12,150$1.24M0.0%N/A0.095%
2/6/2026BOK Financial Private Wealth Inc.827$84K0.0%-22.5%0.006%
2/6/2026Global Retirement Partners LLC49,709$5.06M0.1%+5.2%0.387%
2/6/2026 Elk River Wealth Management LLC5,300$540K0.1%-3.5%0.041%
2/6/2026HighTower Advisors LLC23,904$2.43M0.0%-6.3%0.186%
2/6/2026 Envestnet Portfolio Solutions Inc.15,090$1.54M0.0%+6.7%0.117%
2/5/2026Avantax Planning Partners Inc.22,580$2.30M0.1%-1.0%0.176%
2/4/2026 World Investment Advisors15,346$1.55M0.0%-2.9%0.119%
2/3/2026 AssuredPartners Investment Advisors LLC10,743$1.09M0.2%N/A0.084%
2/2/2026 Truist Financial Corp20,567$2.09M0.0%-3.8%0.160%
2/2/2026 CENTRAL TRUST Co18,617$1.90M0.0%+2.9%0.145%
2/2/2026Horizon Investments LLC1,817$185K0.0%+1,161.8%0.014%
2/2/2026 Oppenheimer & Co. Inc.3,908$398K0.0%N/A0.030%
1/30/2026 Axis Wealth Partners LLC12,980$1.30M0.7%-4.3%0.101%
1/29/2026Comprehensive Financial Consultants Institutional Inc.3,483$355K0.1%+16.4%0.027%
1/29/2026Comerica Bank6,570$669K0.0%-13.0%0.051%
1/29/2026D.A. Davidson & CO.18,762$1.91M0.0%+13.5%0.146%
1/29/2026UBS Group AG90,006$9.16M0.0%-4.5%0.700%
1/29/2026 Concurrent Investment Advisors LLC2,971$303K0.0%+17.9%0.023%
1/29/2026 NBC Securities Inc.3,672$374K0.0%-11.7%0.029%
1/28/2026Geneos Wealth Management Inc.1,666$170K0.0%-6.7%0.013%
1/28/2026M&T Bank Corp37,877$3.86M0.0%+1,027.6%0.295%
1/26/2026 Merit Financial Group LLC12,320$1.25M0.0%+15.2%0.096%
1/26/2026 Private Trust Co. NA384$39K0.0%+35.2%0.003%
1/26/2026 Nations Financial Group Inc. IA ADV2,738$279K0.0%+22.3%0.021%


DHS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DHS shares?

During the previous two years, 234 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were Wick Capital Partners LLC ($104.50M), CWM LLC ($86.56M), Wells Fargo & Company MN ($53.91M), Bank of America Corp DE ($42.52M), Cetera Investment Advisers ($40.95M), LPL Financial LLC ($40.73M), and Linscomb Wealth Inc. ($34.35M).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 190 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: Wick Capital Partners LLC ($1.02M), Cetera Investment Advisers ($396.42K), Value Investment Professionals LLC ($266.62K), Raymond James Financial Inc. ($113.97K), Kestra Advisory Services LLC ($111.73K), Win Advisors Inc. ($102.29K), and Stonebridge Wealth Management LLC ($98.47K).

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

Institutional investors have bought a total of 2,424,028 shares in the last 24 months. This purchase volume represents approximately $246.47M in transactions.

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

Of the 92 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: Focus Partners Wealth ($104.03K), Private Advisor Group LLC ($23.86K), Osaic Holdings Inc. ($23.55K), Linscomb Wealth Inc. ($22.48K), Raymond James Financial Inc. ($20.35K), LPL Financial LLC ($14.79K), and MML Investors Services LLC ($14.57K).

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

Institutional investors have sold a total of 434,194 shares in the last 24 months. This volume of shares sold represents approximately $43.61M in transactions.


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This page (NYSEARCA:DHS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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