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

WisdomTree U.S. High Dividend Fund logo
$118.75 -0.04 (-0.03%)
As of 09:34 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)
111
Total
Institutional Inflows
(last 12 months)
$247.20M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$26.43M
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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
7/10/2026 Kentucky Trust Co914$104K0.1%N/A0.007%
7/10/2026 LVM Capital Management Ltd. MI28,687$3.26M0.3%-1.3%0.217%
7/10/2026 FFG Retirement Advisors LLC44,787$5.09M2.7%+1.0%0.338%
7/9/2026 Melone Private Wealth LLC10,509$1.20M0.5%-2.4%0.079%
7/8/2026 Apella Capital LLC26,102$3.02M0.0%-0.4%0.197%
7/8/2026 Evanson Financial LLC76,243$8.67M0.4%N/A0.578%
7/7/2026 Dynamic Advisor Solutions LLC17,175$1.95M0.1%+17.1%0.130%
7/7/2026 Avior Wealth Management LLC4,496$511K0.0%-1.9%0.034%
7/7/2026 CoreCap Advisors LLC1,608$183K0.0%-20.6%0.012%
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%
6/3/2026 NewEdge Advisors LLC78,542$8.58M0.0%+809.2%0.597%
5/21/2026 Compass Capital Management Inc.3,000$328K0.0%N/A0.023%
5/19/2026Western Wealth Management LLC3,871$423K0.0%+3.1%0.029%
5/19/2026 NewEdge 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%
5/15/2026 Gateway 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%
5/14/2026 Dickmeyer Boyce Financial Management Inc.12,673$1.38M0.8%N/A0.096%
5/13/2026 Cetera Investment Advisers412,451$45.05M0.0%+2.6%3.137%
5/13/2026GSG Advisors LLC4,444$485K0.1%-8.8%0.034%
5/13/2026 Wealthspire Retirement LLC57,235$6.25M0.4%+8.0%0.435%
5/13/2026 Clearwater Capital Advisors LLC6,317$690K0.1%+3.9%0.048%
5/8/2026 Cassaday & Co Wealth Management LLC1,368$149K0.0%N/A0.010%
5/7/2026 Hershey Financial Advisers LLC10,197$1.11M1.0%N/A0.078%
5/6/2026 Assetmark Inc.262$29K0.0%-48.8%0.002%
5/5/2026 D.A. Davidson & CO.23,532$2.57M0.0%+25.4%0.179%
5/5/2026 Geneos Wealth Management Inc.1,417$155K0.0%-14.9%0.011%
5/5/2026 Avantax 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%
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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%
3/13/2026World Investment Advisors15,346$1.56M0.0%-2.9%0.119%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management1,071$109K0.1%N/A0.008%
2/25/2026 MidFirst Bank2,212$225K0.0%N/A0.017%
2/24/2026 Barnes 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%
2/18/2026 Mercer Global Advisors Inc. ADV6,541$666K0.0%+91.7%0.051%
2/18/2026 Wealthspire Retirement LLC52,972$5.39M0.3%+4.6%0.412%
2/18/2026 NewEdge Advisors LLC8,639$880K0.0%-23.1%0.067%
2/18/2026 Main 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%
2/17/2026 Cetera 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%
2/17/2026 Advisory 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%
2/17/2026 Blair William & Co. IL21,945$2.23M0.0%-0.9%0.171%
2/16/2026 MML Investors Services LLC14,280$1.45M0.0%-50.5%0.111%
2/16/2026Mariner LLC89,649$9.13M0.0%+9.3%0.698%
2/16/2026 Focus Partners Wealth147,778$15.05M0.0%-15.8%1.150%
2/16/2026 1 North Wealth Services LLC65,027$6.62M2.3%+3.6%0.506%
2/16/2026 17 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%
2/13/2026 Stifel Financial Corp8,899$906K0.0%-1.7%0.069%
2/13/2026 Commerce Bank23,510$2.39M0.0%-6.4%0.183%
2/13/2026Vivaldi Capital Management LP3,047$310K0.0%+14.4%0.024%
2/13/2026 Avant Capital LLC2,271$231K0.2%-4.2%0.018%
2/13/2026Wells Fargo & Company MN529,423$53.91M0.0%-1.1%4.120%
2/13/2026 Summit 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%
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2/12/2026 Bank of Montreal Can318$32K0.0%-35.1%0.002%
2/12/2026 Great 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%
2/11/2026 LPL Financial LLC400,015$40.73M0.0%-3.6%3.113%
2/11/2026O Shaughnessy Asset Management LLC1,546$157K0.0%+9.2%0.012%
2/11/2026 JPMorgan 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%
2/10/2026 ShoreHaven Wealth Partners LLC12,492$1.27M0.5%+5.4%0.097%
2/10/2026 Avestar Capital LLC4,548$463K0.0%+2.5%0.035%
2/10/2026 Harfst & Associates Inc.4,692$478K0.1%N/A0.037%


DHS Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 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 185 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 2,391,632 shares in the last 24 months. This purchase volume represents approximately $247.20M in transactions.

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: Focus Partners Wealth ($68.34K), Private Advisor Group LLC ($23.86K), Osaic Holdings Inc. ($23.55K), LPL Financial LLC ($14.79K), MML Investors Services LLC ($14.57K), Invenio Wealth Partners LLC ($14.56K), and Stonebridge Wealth Management LLC ($12.95K).

Institutional investors have sold a total of 257,926 shares in the last 24 months. This volume of shares sold represents approximately $26.43M in transactions.


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Institutional ownership data for NYSEARCA:DHS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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