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

WisdomTree U.S. High Dividend Fund logo
$94.55
-0.66 (-0.69%)
(As of 11/1/2024 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)
77
Total
Institutional Inflows
(last 12 months)
$77.77M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$69.16M
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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
11/1/2024Atria Investments Inc3,426$321K0.0%+5.1%0.027%
10/29/2024 Janney Montgomery Scott LLC22,129$2.08M0.0%+1.1%0.176%
10/25/2024 Edge Financial Advisors LLC3,008$282K0.3%N/A0.024%
10/25/2024 Pathway Financial Advisers LLC403$38K0.0%N/A0.003%
10/25/2024 Mutual Advisors LLC35,009$3.35M0.1%-1.6%0.278%
10/25/2024 PBMares Wealth Management LLC34,300$3.22M0.7%-2.0%0.272%
10/24/2024 J.W. Cole Advisors Inc.8,023$753K0.0%+4.0%0.064%
10/24/2024 ShoreHaven Wealth Partners LLC16,874$1.58M0.8%-6.5%0.134%
10/24/2024 Pathway Financial Advisers LLC403$38K0.0%N/A0.003%
10/23/2024 Allworth Financial LP1,100$103K0.0%-12.6%0.009%
10/23/2024 FFG Retirement Advisors LLC37,649$3.53M2.3%+7.2%0.299%
10/23/2024 Dakota Wealth Management42,075$3.95M0.1%-22.6%0.334%
10/23/2024 CENTRAL TRUST Co7,052$662K0.0%+23.9%0.056%
10/22/2024 Private Advisor Group LLC46,867$4.40M0.0%-2.9%0.372%
10/18/2024Raymond James & Associates58,288$5.47M0.0%-1.4%0.463%
10/18/2024Blue Trust Inc.400$38K0.0%-51.0%0.003%
10/18/2024Precedent Wealth Partners LLC58,578$5.50M1.8%-5.4%0.465%
10/16/2024 Global Retirement Partners LLC14,320$1.34M0.0%+4.5%0.114%
10/16/2024 Good Life Advisors LLC48,614$4.56M0.3%+1.5%0.386%
10/15/2024 Oxinas Partners Wealth Management LLC9,730$913K0.6%-3.0%0.077%
10/15/2024 NBC Securities Inc.6,906$647K0.1%+40.5%0.055%
10/11/2024 Creative Planning20,605$1.93M0.0%+0.7%0.164%
10/11/2024 Elk River Wealth Management LLC6,172$579K0.1%-6.0%0.049%
10/10/2024 Webster Bank N. A.2,510$235K0.0%-8.1%0.020%
10/9/2024 Maltin Wealth Management Inc.4,329$406K0.2%-16.9%0.034%
10/8/2024 CWM LLC910,979$85.45M0.4%-4.7%7.230%
10/8/2024 Saxon Interests Inc.2,140$201K0.1%N/A0.017%
10/8/2024 Dynamic Advisor Solutions LLC10,682$1.00M0.0%+2.7%0.085%
9/5/2024Sanctuary Advisors LLC7,360$618K0.0%N/A0.058%
8/22/2024Cetera Investment Advisers361,087$30.54M0.1%-0.5%2.866%
8/21/2024Truist Financial Corp20,319$1.72M0.0%+6.9%0.161%
8/19/2024B. Riley Wealth Advisors Inc.4,560$386K0.0%-32.1%0.036%
8/16/2024Northwestern Mutual Wealth Management Co.7,878$666K0.0%-42.3%0.063%
8/16/2024NewEdge Advisors LLC25,528$2.16M0.0%N/A0.203%
8/16/2024 Creative Planning20,463$1.73M0.0%+0.8%0.162%
8/12/2024Blair William & Co. IL20,005$1.69M0.0%+79.1%0.159%
8/12/2024Mercer Global Advisors Inc. ADV6,123$518K0.0%-4.2%0.049%
8/8/2024Envestnet Asset Management Inc.99,819$8.44M0.0%+18.0%0.792%
8/8/2024Main Street Financial Solutions LLC7,912$669K0.1%-9.1%0.063%
8/8/2024Nelson Capital Management LLC5,275$446K0.1%N/A0.042%
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8/8/2024Linscomb Wealth Inc.361,981$30.62M1.6%-1.4%2.873%
8/8/2024LPL Financial LLC434,121$36.72M0.0%-10.1%3.445%
8/6/2024Clearwater Capital Advisors LLC6,433$544K0.1%-4.4%0.051%
8/6/2024Savant Capital LLC7,549$639K0.0%+77.7%0.060%
8/5/2024 Private Advisor Group LLC48,275$4.08M0.0%+83.4%0.383%
8/5/2024Bordeaux Wealth Advisors LLC6,226$527K0.1%N/A0.049%
8/3/2024National Bank of Canada FI4,588$387K0.0%-63.0%0.036%
8/2/2024 FFG Retirement Advisors LLC35,121$2.97M2.1%-2.6%0.279%
8/2/2024Larson Financial Group LLC381$32K0.0%N/A0.003%
7/31/2024 Elk River Wealth Management LLC6,567$556K0.1%-2.9%0.052%
7/31/2024Commonwealth Equity Services LLC29,041$2.46M0.0%-7.6%0.230%
7/31/2024 IFG Advisory LLC5,729$485K0.0%N/A0.045%
7/31/2024Rothschild Investment LLC416$35K0.0%N/A0.003%
7/30/2024Hantz Financial Services Inc.413$35K0.0%N/A0.003%
7/30/2024 Key Financial Inc470$40K0.0%N/A0.004%
7/26/2024 First Command Advisory Services Inc.640$54K0.0%-99.1%0.005%
7/26/2024Bank of New York Mellon Corp4,991$422K0.0%-37.5%0.040%
7/24/2024 ShoreHaven Wealth Partners LLC18,050$1.53M0.8%-10.0%0.143%
7/23/2024Precedent Wealth Partners LLC61,939$5.24M2.1%-12.6%0.492%
7/22/2024 Dakota Wealth Management54,389$4.60M0.1%-13.5%0.432%
7/19/2024Raymond James & Associates59,090$5.00M0.0%+3.8%0.469%
7/16/2024 Envestnet Portfolio Solutions Inc.17,402$1.47M0.0%+37.8%0.138%
7/16/2024Ferguson Wellman Capital Management Inc.3,141$266K0.0%-20.8%0.025%
7/16/2024Great Valley Advisor Group Inc.17,136$1.45M0.0%+14.7%0.136%
7/16/2024 Wealth Enhancement Advisory Services LLC2,607$221K0.0%+5.2%0.021%
7/16/2024 Wedmont Private Capital2,691$235K0.0%N/A0.021%
7/16/2024 Sequoia Financial Advisors LLC3,314$280K0.0%-7.1%0.026%
7/15/2024 Dynamic Advisor Solutions LLC10,404$880K0.0%+7.6%0.083%
7/15/2024PFG Private Wealth Management LLC700$59K0.0%N/A0.006%
7/13/2024 Evanson Asset Management LLC85,276$7.21M0.6%-4.0%0.677%
7/10/2024 CWM LLC956,096$80.88M0.4%-6.5%7.588%
5/24/2024Cetera Advisor Networks LLC252,269$21.86M0.1%-3.5%2.002%
5/24/2024Cetera Advisors LLC107,995$9.36M0.1%+10.5%0.857%
5/24/2024Cetera Investment Advisers362,937$31.45M0.1%+5,415.8%2.880%
5/21/2024LRI Investments LLC885$77K0.0%N/A0.007%
5/16/2024B. Riley Wealth Advisors Inc.6,717$582K0.0%+17.5%0.053%
5/16/2024Waverly Advisors LLC11,634$1.01M0.0%N/A0.092%
5/15/2024LRI Investments LLC885$76K0.0%N/A0.007%
5/15/2024Linscomb Wealth Inc.367,115$31.81M1.6%-0.9%2.914%
5/10/2024Osaic Holdings Inc.83,816$7.26M0.0%-15.1%0.665%
5/9/2024Blair William & Co. IL11,170$968K0.0%-3.9%0.089%
5/9/2024Orion Portfolio Solutions LLC26,806$2.32M0.0%-1.8%0.213%
5/9/2024Clearwater Capital Advisors LLC6,726$583K0.1%-9.7%0.053%
5/8/2024Avantax Advisory Services Inc.2,323$201K0.0%N/A0.018%
5/7/2024Empirical 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%
5/1/2024Cherry Tree Wealth Management LLC19,528$1.69M0.4%-7.2%0.154%
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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%
4/24/2024Newbridge Financial Services Group Inc.560$49K0.0%-22.5%0.004%
4/24/2024 Dakota Wealth Management62,873$5.45M0.1%N/A0.497%
4/23/2024Precedent 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%
4/23/2024Fifth Third Bancorp1,200$104K0.0%-33.3%0.009%
(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, 204 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were CWM LLC ($85.45M), Bank of America Corp DE ($48.75M), LPL Financial LLC ($36.72M), Wells Fargo & Company MN ($32.81M), Linscomb Wealth Inc. ($30.62M), Cetera Investment Advisers ($30.54M), and Linscomb & Williams Inc. ($30.43M).Learn more on DHS's institutional investors.

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

Of the 164 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: Cetera Investment Advisers ($356.36K), One Capital Management LLC ($305.60K), LPL Financial LLC ($253.99K), Envestnet Asset Management Inc. ($148.39K), CWM LLC ($144.16K), Modera Wealth Management LLC ($137.40K), and Private Advisor Group LLC ($131.38K).

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

Institutional investors have bought a total of 3,322,386 shares in the last 24 months. This purchase volume represents approximately $275.43M 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 ($782.92K), Clearwater Capital Advisors LLC ($284.49K), CWM LLC ($190.01K), Truist Financial Corp ($148.55K), WJ Wealth Management LLC ($140.34K), Envestnet Asset Management Inc. ($132.80K), 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 2,771,498 shares in the last 24 months. This volume of shares sold represents approximately $228.18M in transactions.


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This page (NYSEARCA:DHS) was last updated on 11/2/2024 by MarketBeat.com Staff
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