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

WisdomTree U.S. High Dividend Fund logo
$95.49 +0.65 (+0.69%)
Closing price 04:10 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)
84
Total
Institutional Inflows
(last 12 months)
$63.54M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$61.71M
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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
1/21/2025Precedent Wealth Partners LLC59,208$5.53M1.8%+1.1%0.470%
1/17/2025 Mutual Advisors LLC35,298$3.33M0.1%+0.8%0.280%
1/17/2025 Janney Montgomery Scott LLC21,864$2.04M0.0%-1.2%0.174%
1/17/2025 Dakota Wealth Management4,106$383K0.0%-90.2%0.033%
1/17/2025 Oxinas Partners Wealth Management LLC8,730$815K0.5%-10.3%0.069%
1/16/2025 Gemmer Asset Management LLC2,874$268K0.0%N/A0.023%
1/16/2025 Evanson Asset Management LLC81,276$7.59M0.5%-4.8%0.645%
1/15/2025 Brooklyn Investment Group3,176$297K0.1%N/A0.025%
1/15/2025 Goldstone Financial Group LLC4,497$420K0.1%N/A0.036%
1/14/2025 Apella Capital LLC2,255$211K0.0%N/A0.018%
1/14/2025 Park Avenue Securities LLC4,749$443K0.0%N/A0.038%
1/14/2025 KWB Wealth2,525$237K0.0%-4.2%0.020%
1/13/2025 AdvisorNet Financial Inc368$34K0.0%-76.2%0.003%
1/13/2025 Cooper Financial Group7,280$680K0.1%-2.7%0.058%
1/13/2025 City Center Advisors LLC2,341$219K0.2%N/A0.019%
1/10/2025 LVM Capital Management Ltd. MI44,229$4.13M0.4%-4.1%0.351%
1/10/2025 Wealth Enhancement Advisory Services LLC2,232$209K0.0%N/A0.018%
12/26/2024JPMorgan Chase & Co.39,446$3.70M0.0%+3.5%0.313%
12/13/2024B. Riley Wealth Advisors Inc.4,175$391K0.0%-8.4%0.033%
11/25/2024World Investment Advisors LLC16,308$1.53M0.0%N/A0.129%
11/25/2024Sanctuary Advisors LLC7,080$710K0.0%-3.8%0.056%
11/15/2024M&T Bank Corp3,359$315K0.0%N/A0.027%
11/15/2024MML Investors Services LLC26,631$2.50M0.0%+31.3%0.211%
11/15/2024Orion Portfolio Solutions LLC31,559$2.96M0.1%+10.5%0.250%
11/15/2024EP Wealth Advisors LLC3,881$364K0.0%N/A0.031%
11/15/2024Jane Street Group LLC8,951$840K0.0%-72.3%0.071%
11/15/2024Stifel Financial Corp7,503$704K0.0%+4.1%0.060%
11/15/2024Integrated Wealth Concepts LLC4,693$440K0.0%-7.9%0.037%
11/15/2024HighTower Advisors LLC21,798$2.04M0.0%-2.1%0.173%
11/15/2024Community Bank N.A.15,191$1.43M0.2%-1.9%0.121%
11/14/2024Captrust Financial Advisors37,687$3.54M0.0%+0.9%0.299%
11/14/2024Rockefeller Capital Management L.P.10,213$958K0.0%-1.6%0.081%
11/13/2024Glenmede Trust Co. NA600$56K0.0%N/A0.005%
11/13/2024Cadence Bank18,821$1.77M0.1%-0.7%0.149%
11/13/2024FMR LLC3,959$371K0.0%+24.3%0.031%
11/13/2024D.A. Davidson & CO.11,001$1.03M0.0%+1.0%0.087%
11/12/2024Great Valley Advisor Group Inc.41,723$3.91M0.1%+143.5%0.331%
11/8/2024Commerce Bank23,975$2.25M0.0%+4.4%0.190%
11/8/2024 Avior Wealth Management LLC5,089$477K0.0%-22.8%0.040%
11/6/2024Frazier Financial Advisors LLC460$43K0.0%N/A0.004%
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11/6/2024Linscomb Wealth Inc.356,786$33.47M1.7%-1.4%2.832%
11/5/2024Nations Financial Group Inc. IA ADV2,238$210K0.0%N/A0.018%
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%
10/25/2024Pathway Financial Advisers LLC403$38K0.0%N/A0.003%
10/25/2024 Mutual Advisors LLC35,009$3.35M0.1%-1.6%0.278%
10/25/2024PBMares Wealth Management LLC34,300$3.22M0.7%-2.0%0.272%
10/24/2024J.W. Cole Advisors Inc.8,023$753K0.0%+4.0%0.064%
10/24/2024ShoreHaven Wealth Partners LLC16,874$1.58M0.8%-6.5%0.134%
10/24/2024Pathway Financial Advisers LLC403$38K0.0%N/A0.003%
10/23/2024Allworth Financial LP1,100$103K0.0%-12.6%0.009%
10/23/2024FFG 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%
10/23/2024CENTRAL TRUST Co7,052$662K0.0%+23.9%0.056%
10/22/2024Private 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%
10/16/2024Global Retirement Partners LLC14,320$1.34M0.0%+4.5%0.114%
10/16/2024Good 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%
10/15/2024NBC Securities Inc.6,906$647K0.1%+40.5%0.055%
10/11/2024Creative Planning20,605$1.93M0.0%+0.7%0.164%
10/11/2024Elk River Wealth Management LLC6,172$579K0.1%-6.0%0.049%
10/10/2024Webster 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%
10/8/2024CWM LLC910,979$85.45M0.4%-4.7%7.230%
10/8/2024 Saxon Interests Inc.2,140$201K0.1%N/A0.017%
10/8/2024Dynamic 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%
8/16/2024Creative 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%
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%
8/5/2024Private 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%
8/2/2024FFG Retirement Advisors LLC35,121$2.97M2.1%-2.6%0.279%
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8/2/2024Larson Financial Group LLC381$32K0.0%N/A0.003%
7/31/2024Elk 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%
7/31/2024IFG 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%
7/30/2024Key Financial Inc470$40K0.0%N/A0.004%
7/26/2024First 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%
7/24/2024ShoreHaven Wealth Partners LLC18,050$1.53M0.8%-10.0%0.143%
(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, 206 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), Linscomb Wealth Inc. ($33.47M), Wells Fargo & Company MN ($32.81M), 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 166 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), LPL Financial LLC ($253.99K), One Capital Management LLC ($149.85K), Envestnet Asset Management Inc. ($148.39K), CWM LLC ($144.16K), Modera Wealth Management LLC ($137.40K), and Private Advisor Group LLC ($101.53K).

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

Institutional investors have bought a total of 3,003,872 shares in the last 24 months. This purchase volume represents approximately $252.22M in transactions.

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

Of the 109 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. ($132.54K), 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 2,749,973 shares in the last 24 months. This volume of shares sold represents approximately $227.80M in transactions.


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This page (NYSEARCA:DHS) was last updated on 1/21/2025 by MarketBeat.com Staff
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