Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free DHS Stock Alerts

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

WisdomTree U.S. High Dividend Fund logo
$115.07 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$115.13 +0.06 (+0.05%)
As of 07/2/2026 07:19 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$258.03M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$33.66M
Get DHS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. High Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc379$43K0.0%N/A0.003%
6/18/2026Western Wealth Management LLC3,871$423K0.0%+3.1%0.029%
6/3/2026NewEdge Advisors LLC78,542$8.58M0.0%+809.2%0.597%
5/21/2026Compass Capital Management Inc.3,000$328K0.0%N/A0.023%
5/19/2026Western Wealth Management LLC3,871$423K0.0%+3.1%0.029%
5/19/2026NewEdge Advisors LLC78,542$79K0.0%+809.2%0.597%
5/19/2026Bank of America Corp DE457,448$49.96M0.0%+3.3%3.479%
5/18/2026Royal Bank of Canada66,825$7.30M0.0%+4.1%0.508%
5/15/2026Gateway Wealth Partners LLC3,820$417K0.0%N/A0.029%
5/15/2026Waverly Advisors LLC9,238$1.01M0.0%-3.0%0.070%
5/15/2026Vivaldi Capital Management LP5,383$588K0.1%+76.7%0.041%
5/14/2026Dickmeyer Boyce Financial Management Inc.12,673$1.38M0.8%N/A0.096%
5/13/2026Cetera Investment Advisers412,451$45.05M0.0%+2.6%3.137%
5/13/2026GSG Advisors LLC4,444$485K0.1%-8.8%0.034%
5/13/2026Wealthspire Retirement LLC57,235$6.25M0.4%+8.0%0.435%
5/13/2026Clearwater Capital Advisors LLC6,317$690K0.1%+3.9%0.048%
5/8/2026Cassaday & Co Wealth Management LLC1,368$149K0.0%N/A0.010%
5/7/2026Hershey Financial Advisers LLC10,197$1.11M1.0%N/A0.078%
5/6/2026Assetmark Inc.262$29K0.0%-48.8%0.002%
5/5/2026D.A. Davidson & CO.23,532$2.57M0.0%+25.4%0.179%
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%
5/1/2026Fifth Third Bancorp7,900$863K0.0%+618.2%0.060%
5/1/2026Sequoia Financial Advisors LLC3,436$375K0.0%-6.1%0.026%
4/30/2026Torren Management LLC858$94K0.0%N/A0.007%
4/30/2026Kestra Advisory Services LLC225,135$24.59M0.1%+93.1%1.712%
4/29/2026Interactive Financial Advisors Inc.2,755$301K0.2%-5.3%0.021%
4/28/2026Stephens Inc. AR2,500$273K0.0%+25.0%0.019%
4/28/2026Value Investment Professionals LLC266,622$29.12M13.4%N/A2.028%
4/28/2026Evolution Wealth Management Inc.3,835$419K0.3%+6.1%0.029%
4/27/2026Private Advisor Group LLC48,381$5.28M0.0%-33.0%0.368%
4/25/2026Axis Wealth Partners LLC13,368$1.38M0.7%+3.0%0.102%
4/24/2026Key Financial Inc594$65K0.0%+26.4%0.005%
4/23/2026Apollon Wealth Management LLC2,274$248K0.0%-32.7%0.017%
4/22/2026Janney Montgomery Scott LLC20,236$2.21M0.0%-1.9%0.154%
4/21/2026Powers Advisory Group LLC2,346$256K0.1%+15.4%0.018%
4/21/2026Maltin Wealth Management Inc.3,964$433K0.2%-9.3%0.030%
4/20/2026Apella Capital LLC26,209$2.90M0.0%+1,092.9%0.199%
4/18/2026CENTRAL TRUST Co20,699$2.26M0.0%+11.2%0.157%
4/18/2026PMG Wealth Management Inc.1,950$213K0.2%N/A0.015%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
4/17/2026Elk River Wealth Management LLC4,742$518K0.1%-10.5%0.036%
4/17/2026Stonebridge Wealth Management LLC85,517$9.34M9.0%-7.5%0.650%
4/16/2026Park National Corp OH259$28K0.0%N/A0.002%
4/15/2026Nations 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%
3/13/2026World 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%
2/20/2026Catalyst 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%
2/17/2026Private 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/11/2026J.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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
2/10/2026Harfst & Associates Inc.4,692$478K0.1%N/A0.037%
2/10/2026Founders 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%
2/9/2026Interactive 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%
2/6/2026Elk River Wealth Management LLC5,300$540K0.1%-3.5%0.041%
2/6/2026HighTower Advisors LLC23,904$2.43M0.0%-6.3%0.186%


DHS Institutional Ownership - Frequently Asked Questions

During the previous two years, 236 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 ($49.96M), Cetera Investment Advisers ($45.05M), LPL Financial LLC ($40.73M), and Linscomb Wealth Inc. ($34.35M).Learn more on WisdomTree U.S. High Dividend Fund's institutional investors.

Of the 193 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), Value Investment Professionals LLC ($266.62K), NewEdge Advisors LLC ($180.83K), Raymond James Financial Inc. ($113.97K), Kestra Advisory Services LLC ($111.73K), Win Advisors Inc. ($102.29K), and Stonebridge Wealth Management LLC ($98.47K).

Institutional investors have bought a total of 2,519,281 shares in the last 24 months. This purchase volume represents approximately $258.03M in transactions.

Of the 91 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 ($68.34K), Private Advisor Group LLC ($23.86K), Osaic Holdings Inc. ($23.55K), LPL Financial LLC ($14.79K), Linscomb Wealth Inc. ($14.78K), MML Investors Services LLC ($14.57K), and Invenio Wealth Partners LLC ($14.56K).

Institutional investors have sold a total of 333,468 shares in the last 24 months. This volume of shares sold represents approximately $33.66M in transactions.


Related Companies

This page (NYSEARCA:DHS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel