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

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$82.57
+0.33 (+0.40%)
(As of 04/18/2024 ET)
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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)
115
Total
Institutional Inflows
(last 12 months)
$118.20M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$192.35M
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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
4/18/2024Oxinas Partners Wealth Management LLC10,030$869K0.6%-3.8%0.070%
4/18/2024Claro Advisors LLC5,774$500K0.1%+4.1%0.041%
4/16/2024Independence Bank of Kentucky1,000$87K0.0%N/A0.007%
4/16/2024Transform Wealth LLC2,951$256K0.0%-9.6%0.021%
4/13/2024 Evanson Asset Management LLC88,783$7.69M0.6%+0.9%0.623%
4/12/2024 AdvisorNet Financial Inc2,316$201K0.0%-5.0%0.016%
4/11/2024 Opal Wealth Advisors LLC456$39K0.0%N/A0.003%
4/11/2024 Cooper Financial Group7,490$649K0.1%-2.8%0.053%
4/11/2024 Executive Wealth Group LLC18,403$1.53M0.3%+201.3%0.129%
4/10/2024 Signal Advisors Wealth LLC2,887$250K0.1%N/A0.020%
4/8/2024 Tompkins Financial Corp395$34K0.0%N/A0.003%
4/5/2024 NBC Securities Inc.4,903$424K0.0%+46.4%0.034%
3/15/2024B. Riley Wealth Advisors Inc.5,717$470K0.0%-14.9%0.040%
3/1/2024Goldman Sachs Group Inc.45,168$3.71M0.0%+9.0%0.317%
2/16/2024GSA Capital Partners LLP3,961$326K0.0%-3.5%0.028%
2/15/2024Baird Financial Group Inc.8,775$721K0.0%-18.7%0.062%
2/15/2024Citadel Advisors LLC35,566$2.92M0.0%+1.4%0.250%
2/15/2024Comerica Bank17,190$1.41M0.0%-11.1%0.121%
2/14/2024Royal Bank of Canada52,236$4.29M0.0%-25.3%0.367%
2/14/2024Kestra Advisory Services LLC11,618$955K0.0%-89.1%0.082%
2/14/2024Creative Planning20,363$1.67M0.0%+37.6%0.143%
2/13/2024Envestnet Asset Management Inc.74,397$6.11M0.0%+14.3%0.522%
2/13/2024Exencial Wealth Advisors LLC2,483$204K0.0%-19.9%0.017%
2/13/2024Cetera Advisor Networks LLC261,432$21.48M0.1%-1.8%1.835%
2/13/2024Tower Research Capital LLC TRC 15,000$1.23M0.0%+1.9%0.105%
2/13/2024Goldman Sachs Group Inc.45,168$3.71M0.0%+9.0%0.317%
2/13/2024Carolinas Wealth Consulting LLC300$25K0.0%N/A0.002%
2/12/2024Focus Financial Network Inc. ADV3,831$315K0.0%N/A0.027%
2/12/2024Stifel Financial Corp20,403$1.68M0.0%+3.7%0.143%
2/10/2024Linscomb & Williams Inc.370,265$30.43M1.7%-5.3%2.598%
2/9/2024Advisory Services Network LLC12,526$1.03M0.0%+20.3%0.088%
2/9/2024Orion Portfolio Solutions LLC27,304$2.27M0.0%+9.2%0.192%
2/9/2024Avantax Planning Partners Inc.32,174$2.64M0.1%-11.0%0.226%
2/9/2024Commerce Bank14,795$1.22M0.0%-14.5%0.104%
2/9/2024Cambridge Investment Research Advisors Inc.31,425$2.58M0.0%-4.5%0.221%
2/9/2024Corient Private Wealth LLC62,289$5.12M0.0%-7.9%0.437%
2/9/2024Wells Fargo & Company MN399,250$32.81M0.0%-10.2%2.802%
2/9/2024UBS Group AG95,869$7.88M0.0%-8.1%0.673%
2/8/2024Main Street Financial Solutions LLC11,186$919K0.1%+9.4%0.078%
2/8/2024Wade G W & Inc.2,480$204K0.0%N/A0.017%
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2/8/2024Janney Montgomery Scott LLC23,083$1.90M0.0%-7.4%0.162%
2/7/2024Envestnet Portfolio Solutions Inc.7,823$643K0.0%+7.5%0.055%
2/7/2024 NBC Securities Inc.3,350$275K0.0%+110.4%0.024%
2/7/2024Northwest Financial Advisors508$42K0.0%N/A0.004%
2/7/2024Principal Securities Inc.412$34K0.0%N/A0.003%
2/7/2024Clearwater Capital Advisors LLC7,447$612K0.1%-10.9%0.052%
2/6/2024Cullen Frost Bankers Inc.1,407$116K0.0%N/A0.010%
2/6/2024ShoreHaven Wealth Partners LLC19,079$1.57M1.0%+3.5%0.134%
2/6/2024Cherry Tree Wealth Management LLC21,044$1.73M0.5%-6.0%0.148%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,194$591K0.0%-47.9%0.050%
2/6/2024Private Advisor Group LLC31,413$2.58M0.0%-20.6%0.220%
2/6/2024Great Valley Advisor Group Inc.6,112$502K0.0%N/A0.043%
2/5/2024Choreo LLC2,505$206K0.0%N/A0.018%
2/2/2024Truist Financial Corp19,501$1.60M0.0%-17.5%0.137%
2/2/2024Community Bank N.A.17,126$1.41M0.2%-26.9%0.120%
2/2/2024Atria Wealth Solutions Inc.2,469$203K0.0%-6.4%0.017%
2/1/2024Monument Group Wealth Advisors LLC4,119$338K0.3%N/A0.029%
2/1/2024 CWM LLC1,028,980$84.56M0.5%-6.7%7.221%
1/30/2024Avior Wealth Management LLC1,835$151K0.0%-58.2%0.013%
1/29/2024Tilson Financial Group Inc.3,463$285K0.2%-19.9%0.024%
1/26/2024VAUGHAN & Co SECURITIES INC.3,243$267K0.2%-7.2%0.023%
1/26/2024PBMares Wealth Management LLC34,944$2.87M0.9%-4.9%0.245%
1/25/2024 International Assets Investment Management LLC13,560$1.11M0.0%-71.5%0.095%
1/24/2024CENTRAL TRUST Co1,831$151K0.0%+20.9%0.013%
1/24/2024 International Assets Investment Management LLC13,560$1.11M0.0%-71.5%0.095%
1/24/2024Ledge Wealth Management Inc.61,342$5.04M2.0%+0.3%0.430%
1/23/2024StrategIQ Financial Group LLC11,428$939K0.1%-1.7%0.080%
1/23/2024DAVENPORT & Co LLC3,105$255K0.0%-13.0%0.022%
1/22/2024Oxinas Partners Wealth Management LLC10,430$857K0.6%-9.5%0.073%
1/22/2024Claro Advisors LLC5,549$456K0.1%+3.4%0.039%
1/19/2024 AdvisorNet Financial Inc2,438$200K0.0%-78.9%0.017%
1/18/2024Precedent Wealth Partners LLC71,150$5.85M3.0%N/A0.499%
1/18/2024Global Retirement Partners LLC12,321$995K0.0%-22.8%0.086%
1/18/2024Transform Wealth LLC3,263$268K0.0%-18.4%0.023%
1/18/2024 Evanson Asset Management LLC88,023$7.23M0.6%-7.8%0.618%
1/18/2024Good Life Advisors LLC40,635$3.34M0.3%+1.8%0.285%
1/17/2024IFG Advisory LLC6,502$534K0.0%-2.8%0.046%
1/16/2024Raymond James Financial Services Advisors Inc.129,308$10.63M0.0%-24.5%0.907%
1/16/2024Raymond James & Associates56,750$4.66M0.0%-2.9%0.398%
1/12/2024Mutual Advisors LLC37,151$3.05M0.1%+2.0%0.261%
1/12/2024GPS Wealth Strategies Group LLC2,514$207K0.0%-49.9%0.018%
1/12/2024Melone Private Wealth LLC11,144$916K0.6%-1.7%0.078%
1/12/2024LVM Capital Management Ltd. MI47,088$3.87M0.5%-5.1%0.330%
1/12/2024FFG Retirement Advisors LLC33,857$2.78M2.1%+0.8%0.238%
1/11/2024 Dynamic Advisor Solutions LLC10,860$899K0.0%-31.7%0.076%
1/11/2024KWB Wealth4,852$399K0.1%-13.5%0.034%
12/11/2023Headinvest LLC2,950$226K0.0%-45.7%0.021%
11/30/2023Modera Wealth Management LLC137,403$10.73M0.2%+899.5%0.964%
11/21/2023Comerica Bank19,337$1.51M0.0%N/A0.136%
11/16/2023Creative Planning14,797$1.16M0.0%+6.1%0.104%
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11/16/2023Financial Gravity Asset Management Inc.1,121$88K0.0%+1,800.0%0.008%
11/16/2023Maripau Wealth Management LLC5,469$427K0.4%+13.8%0.038%
11/16/2023Morgan Stanley421,769$32.92M0.0%-26.0%2.960%
11/15/2023Integrated Wealth Concepts LLC32,464$2.53M0.0%+4.1%0.228%
11/15/2023GSA Capital Partners LLP4,104$320K0.0%N/A0.029%
11/15/2023Royal Bank of Canada69,912$5.46M0.0%-33.3%0.491%
11/15/2023JT Stratford LLC11,640$909K0.2%-17.1%0.082%
11/15/2023Ameriprise Financial Inc.97,054$7.62M0.0%-27.2%0.681%
11/14/2023Tower Research Capital LLC TRC 14,725$1.15M0.0%-24.4%0.103%
11/14/2023Qube Research & Technologies Ltd1,986$155K0.0%N/A0.014%
(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, 219 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were CWM LLC ($84.56M), LPL Financial LLC ($59.27M), Bank of America Corp DE ($43.63M), Morgan Stanley ($32.92M), Wells Fargo & Company MN ($32.81M), Linscomb & Williams Inc. ($30.43M), and One Capital Management LLC ($25.99M).Learn more on DHS's institutional investors.

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

Of the 190 institutional investors that purchased WisdomTree U.S. High Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($583.39K), CWM LLC ($376.19K), One Capital Management LLC ($305.60K), Ledge Wealth Management Inc. ($190.56K), Envestnet Asset Management Inc. ($177.85K), Truist Financial Corp ($164.70K), and Wells Fargo & Company MN ($154.98K).

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

Institutional investors have bought a total of 5,289,153 shares in the last 24 months. This purchase volume represents approximately $437.27M in transactions.

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

Of the 132 institutional investors that sold WisdomTree U.S. High Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($734.39K), Clearwater Capital Advisors LLC ($333.22K), Truist Financial Corp ($148.55K), Morgan Stanley ($148.07K), WJ Wealth Management LLC ($140.34K), Envestnet Asset Management Inc. ($132.80K), and Kestra Advisory Services LLC ($131.17K).

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

Institutional investors have sold a total of 3,320,894 shares in the last 24 months. This volume of shares sold represents approximately $270.74M in transactions.


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This page (NYSEARCA:DHS) was last updated on 4/19/2024 by MarketBeat.com Staff

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