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

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(As of 05/16/2024 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)
78
Total
Institutional Inflows
(last 12 months)
$69.10M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$87.56M
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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
5/16/2024B. Riley Wealth Advisors Inc.6,717$582K0.0%+17.5%0.053%
5/16/2024 Waverly Advisors LLC11,634$1.01M0.0%N/A0.092%
5/15/2024 LRI Investments LLC885$76K0.0%N/A0.007%
5/15/2024 Linscomb Wealth Inc.367,115$31.81M1.6%-0.9%2.914%
5/10/2024 Osaic Holdings Inc.83,816$7.26M0.0%-15.1%0.665%
5/9/2024 Blair William & Co. IL11,170$968K0.0%-3.9%0.089%
5/9/2024 Orion Portfolio Solutions LLC26,806$2.32M0.0%-1.8%0.213%
5/9/2024 Clearwater Capital Advisors LLC6,726$583K0.1%-9.7%0.053%
5/8/2024 Avantax Advisory Services Inc.2,323$201K0.0%N/A0.018%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,336$722K0.0%+15.9%0.066%
5/6/2024 Envestnet Portfolio Solutions Inc.12,631$1.10M0.0%+61.5%0.100%
5/3/2024 Central Pacific Bank Trust Division1,200$103K0.0%N/A0.009%
5/2/2024 Mutual Advisors LLC35,851$3.11M0.1%-3.5%0.283%
5/2/2024 FinTrust Capital Advisors LLC4,016$348K0.1%-4.9%0.032%
5/1/2024 Cherry Tree Wealth Management LLC19,528$1.69M0.4%-7.2%0.154%
5/1/2024 Janney Montgomery Scott LLC22,140$1.92M0.0%-4.1%0.175%
4/30/2024 Private Advisor Group LLC26,317$2.28M0.0%-16.2%0.208%
4/29/2024Commonwealth Equity Services LLC31,427$2.72M0.0%-14.2%0.248%
4/25/2024 Cambridge Investment Research Advisors Inc.27,884$2.42M0.0%-11.3%0.220%
4/24/2024 CENTRAL TRUST Co1,353$117K0.0%-26.1%0.011%
4/24/2024 Newbridge Financial Services Group Inc.560$49K0.0%-22.5%0.004%
4/24/2024 Dakota Wealth Management62,873$5.45M0.1%N/A0.497%
4/23/2024 Precedent Wealth Partners LLC70,860$6.14M2.6%-0.4%0.560%
4/23/2024 Global Retirement Partners LLC10,592$918K0.0%-14.0%0.084%
4/23/2024 Fifth Third Bancorp1,200$104K0.0%-33.3%0.009%
4/23/2024 Revisor Wealth Management LLC4,990$421K0.2%N/A0.039%
4/23/2024 Raymond James Financial Services Advisors Inc.123,272$10.68M0.0%-4.7%0.974%
4/22/2024 Raymond James & Associates56,938$4.93M0.0%+0.3%0.450%
4/22/2024 Edge Financial Advisors LLC3,034$263K0.2%N/A0.024%
4/20/2024 KWB Wealth3,143$272K0.0%-35.2%0.025%
4/18/2024 Oxinas Partners Wealth Management LLC10,030$869K0.6%-3.8%0.070%
4/18/2024 Claro Advisors LLC5,774$500K0.1%+4.1%0.041%
4/16/2024 Independence Bank of Kentucky1,000$87K0.0%N/A0.007%
4/16/2024 Transform 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%
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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%
2/15/2024Comerica Bank17,190$1.41M0.0%-11.1%0.121%
2/13/2024 Exencial Wealth Advisors LLC2,483$204K0.0%-19.9%0.017%
2/13/2024 Cetera Advisor Networks LLC261,432$21.48M0.1%-1.8%1.835%
2/13/2024 Carolinas Wealth Consulting LLC300$25K0.0%N/A0.002%
2/12/2024Focus Financial Network Inc. ADV3,831$315K0.0%N/A0.027%
2/10/2024 Linscomb & Williams Inc.370,265$30.43M1.7%-5.3%2.598%
2/9/2024 Advisory Services Network LLC12,526$1.03M0.0%+20.3%0.088%
2/9/2024 Orion Portfolio Solutions LLC27,304$2.27M0.0%+9.2%0.192%
2/9/2024 Avantax Planning Partners Inc.32,174$2.64M0.1%-11.0%0.226%
2/9/2024 Commerce Bank14,795$1.22M0.0%-14.5%0.104%
2/9/2024 Cambridge Investment Research Advisors Inc.31,425$2.58M0.0%-4.5%0.221%
2/9/2024 Corient Private Wealth LLC62,289$5.12M0.0%-7.9%0.437%
2/9/2024 Wells Fargo & Company MN399,250$32.81M0.0%-10.2%2.802%
2/9/2024 UBS Group AG95,869$7.88M0.0%-8.1%0.673%
2/8/2024 Main Street Financial Solutions LLC11,186$919K0.1%+9.4%0.078%
2/8/2024Wade G W & Inc.2,480$204K0.0%N/A0.017%
2/8/2024 Janney Montgomery Scott LLC23,083$1.90M0.0%-7.4%0.162%
2/7/2024 Envestnet 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%
2/7/2024 Northwest Financial Advisors508$42K0.0%N/A0.004%
2/7/2024 Principal Securities Inc.412$34K0.0%N/A0.003%
2/7/2024 Clearwater Capital Advisors LLC7,447$612K0.1%-10.9%0.052%
2/6/2024 Cullen Frost Bankers Inc.1,407$116K0.0%N/A0.010%
2/6/2024 ShoreHaven Wealth Partners LLC19,079$1.57M1.0%+3.5%0.134%
2/6/2024 Cherry Tree Wealth Management LLC21,044$1.73M0.5%-6.0%0.148%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,194$591K0.0%-47.9%0.050%
2/6/2024 Private Advisor Group LLC31,413$2.58M0.0%-20.6%0.220%
2/6/2024 Great Valley Advisor Group Inc.6,112$502K0.0%N/A0.043%
2/5/2024 Choreo LLC2,505$206K0.0%N/A0.018%
2/2/2024 Truist Financial Corp19,501$1.60M0.0%-17.5%0.137%
2/2/2024 Community Bank N.A.17,126$1.41M0.2%-26.9%0.120%
2/2/2024 Atria Wealth Solutions Inc.2,469$203K0.0%-6.4%0.017%
2/1/2024 Monument Group Wealth Advisors LLC4,119$338K0.3%N/A0.029%
2/1/2024 CWM LLC1,028,980$84.56M0.5%-6.7%7.221%
1/30/2024 Avior Wealth Management LLC1,835$151K0.0%-58.2%0.013%
1/29/2024 Tilson Financial Group Inc.3,463$285K0.2%-19.9%0.024%
1/26/2024 VAUGHAN & Co SECURITIES INC.3,243$267K0.2%-7.2%0.023%
1/26/2024 PBMares 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%
1/24/2024 CENTRAL 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%
1/23/2024 DAVENPORT & Co LLC3,105$255K0.0%-13.0%0.022%
1/22/2024 Oxinas Partners Wealth Management LLC10,430$857K0.6%-9.5%0.073%
1/22/2024 Claro Advisors LLC5,549$456K0.1%+3.4%0.039%
1/19/2024 AdvisorNet Financial Inc2,438$200K0.0%-78.9%0.017%
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1/18/2024 Precedent Wealth Partners LLC71,150$5.85M3.0%N/A0.499%
1/18/2024 Global Retirement Partners LLC12,321$995K0.0%-22.8%0.086%
1/18/2024 Evanson Asset Management LLC88,023$7.23M0.6%-7.8%0.618%
1/18/2024 Good Life Advisors LLC40,635$3.34M0.3%+1.8%0.285%
1/17/2024 IFG Advisory LLC6,502$534K0.0%-2.8%0.046%
1/16/2024 Raymond James Financial Services Advisors Inc.129,308$10.63M0.0%-24.5%0.907%
1/16/2024 Raymond James & Associates56,750$4.66M0.0%-2.9%0.398%
1/12/2024 Mutual Advisors LLC37,151$3.05M0.1%+2.0%0.261%
1/12/2024 GPS Wealth Strategies Group LLC2,514$207K0.0%-49.9%0.018%
1/12/2024 Melone Private Wealth LLC11,144$916K0.6%-1.7%0.078%
(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, 203 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 ($48.75M), Wells Fargo & Company MN ($32.81M), Linscomb Wealth Inc. ($31.81M), 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 171 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), One Capital Management LLC ($305.60K), CWM LLC ($270.78K), Wells Fargo & Company MN ($154.98K), Envestnet Asset Management Inc. ($153.24K), Private Advisor Group LLC ($146.51K), and Modera Wealth Management LLC ($137.40K).

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

Institutional investors have bought a total of 3,997,496 shares in the last 24 months. This purchase volume represents approximately $327.14M in transactions.

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

Of the 110 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 ($326.80K), Truist Financial Corp ($148.55K), WJ Wealth Management LLC ($140.34K), Envestnet Asset Management Inc. ($132.80K), CWM LLC ($78.56K), and Flow Traders U.S. LLC ($75.50K).

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

Institutional investors have sold a total of 2,630,904 shares in the last 24 months. This volume of shares sold represents approximately $214.58M in transactions.


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This page (NYSEARCA:DHS) was last updated on 5/17/2024 by MarketBeat.com Staff

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