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

WisdomTree U.S. High Dividend Fund logo
$113.69 -0.03 (-0.03%)
Closing price 04:10 PM Eastern
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$113.66 -0.03 (-0.03%)
As of 07:30 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)
108
Total
Institutional Inflows
(last 12 months)
$226.06M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$27.21M
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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
10/9/2026Capital Advisors Wealth Management LLC3,714$416K0.0%-4.7%0.027%
10/9/2026Stonebridge Wealth Management LLC85,976$9.63M8.6%+0.3%0.623%
10/8/2026Farther Finance Advisors LLC7,264$813K0.0%-53.8%0.053%
10/8/2026CoreCap Advisors LLC1,602$179K0.0%-68.9%0.012%
10/8/2026Dickmeyer Boyce Financial Management Inc.15,664$1.75M0.8%+4.5%0.114%
10/8/2026Apella Capital LLC25,972$2.92M0.0%-0.5%0.188%
10/8/2026Avidian Wealth Enterprises LLC30,414$3.41M0.1%N/A0.220%
9/23/2026Envestnet Portfolio Solutions Inc.17,220$1.96M0.0%+9.0%0.124%
9/23/2026Envestnet Asset Management Inc.123,250$14.01M0.0%+5.1%0.890%
9/15/2026Cherry Tree Wealth Management LLC16,249$1.85M0.3%-1.5%0.121%
9/9/2026Community Bank N.A.15,210$1.73M0.2%+5.1%0.113%
9/9/2026NewEdge Advisors LLC80,276$9.13M0.0%+2.2%0.597%
8/27/2026Corient Private Wealth LP7,620$866K0.0%-2.1%0.057%
8/23/2026Ameritas Advisory Services LLC707$80K0.0%N/A0.005%
8/23/2026SFG Wealth Management LLC.8,226$935K0.3%N/A0.061%
8/22/2026Concurrent Investment Advisors LLC3,845$437K0.0%+14.0%0.029%
8/21/2026Retireful LLC2,117$241K0.2%N/A0.016%
8/20/2026Nwam LLC11,576$1.32M0.1%N/A0.086%
7/10/2026Kentucky Trust Co914$104K0.1%N/A0.007%
7/10/2026LVM Capital Management Ltd. MI28,687$3.26M0.3%-1.3%0.217%
7/10/2026FFG Retirement Advisors LLC44,787$5.09M2.7%+1.0%0.338%
7/9/2026Melone Private Wealth LLC10,509$1.20M0.4%-2.4%0.078%
7/8/2026Apella Capital LLC26,102$3.02M0.0%-0.4%0.197%
7/8/2026Evanson Financial LLC76,243$8.67M0.4%N/A0.578%
7/7/2026Dynamic Advisor Solutions LLC17,175$1.95M0.1%+17.1%0.130%
7/7/2026Avior Wealth Management LLC4,496$511K0.0%-1.9%0.034%
7/7/2026CoreCap 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%
6/3/2026NewEdge 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%
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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%
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%
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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%


DHS Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 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 188 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 ($157.04K), Raymond James Financial Inc. ($113.97K), Kestra Advisory Services LLC ($111.73K), Win Advisors Inc. ($102.29K), and Stonebridge Wealth Management LLC ($98.73K).

Institutional investors have bought a total of 2,160,453 shares in the last 24 months. This purchase volume represents approximately $226.06M in transactions.

Of the 81 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 264,040 shares in the last 24 months. This volume of shares sold represents approximately $27.21M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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