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

WisdomTree U.S. High Dividend Fund logo
$91.69 +1.18 (+1.30%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$107.17M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$43.16M
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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
4/17/2025Precedent Wealth Partners LLC62,258$6.17M1.7%+5.2%0.492%
4/17/2025Janney Montgomery Scott LLC28,848$2.86M0.0%+31.9%0.228%
4/17/2025Good Life Advisors LLC49,142$4.87M0.3%-0.9%0.388%
4/17/2025Dynamic Advisor Solutions LLC12,056$1.20M0.0%N/A0.095%
4/16/2025 Opal Wealth Advisors LLC456$45K0.0%N/A0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC12,527$1.24M0.0%+111.0%0.099%
4/14/2025 Farther Finance Advisors LLC4,929$484K0.0%N/A0.039%
4/14/2025 Capital Investment Advisors LLC4,214$418K0.0%N/A0.033%
4/14/2025 Park Avenue Securities LLC3,971$394K0.0%-16.4%0.031%
4/14/2025 FFG Retirement Advisors LLC36,169$3.59M2.4%-3.1%0.286%
4/11/2025 Oxinas Partners Wealth Management LLC8,565$849K0.5%-1.9%0.068%
4/10/2025 Maltin Wealth Management Inc.4,250$421K0.2%-2.8%0.034%
4/9/2025 NBC Securities Inc.5,863$581K0.0%+97,616.7%0.046%
4/8/2025 LVM Capital Management Ltd. MI39,735$3.94M0.4%-10.2%0.314%
4/7/2025 GAMMA Investing LLC28,459$2.82M0.0%+9,816.0%0.225%
3/24/2025Fulcrum Equity Management2,341$219K0.2%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC5,936$554K0.0%N/A0.048%
2/25/2025B. Riley Wealth Advisors Inc.4,036$377K0.0%-3.3%0.032%
2/25/2025Armis Advisers LLC7,407$692K0.1%N/A0.059%
2/24/2025Great Valley Advisor Group Inc.51,825$4.84M0.1%+24.2%0.411%
2/18/2025GTS Securities LLC9,557$892K0.0%N/A0.076%
2/18/2025JT Stratford LLC11,529$1.08M0.2%-1.7%0.092%
2/17/2025Waverly Advisors LLC10,459$976K0.0%-1.5%0.083%
2/17/2025Vivaldi Capital Management LP2,649$257K0.0%N/A0.021%
2/17/2025Focus Partners Wealth165,865$15.49M0.0%+3.5%1.316%
2/17/2025Fiduciary Trust Co4,195$392K0.0%+20.1%0.033%
2/17/2025CoreCap Advisors LLC905$84K0.0%-16.0%0.007%
2/17/2025Cetera Investment Advisers350,927$32.76M0.1%+0.1%2.785%
2/17/2025Captrust Financial Advisors36,653$3.42M0.0%-2.7%0.291%
2/17/2025Bank of America Corp DE346,391$32.34M0.0%+1.3%2.749%
2/17/2025Ameriprise Financial Inc.78,441$7.32M0.0%+5.4%0.623%
2/14/2025Mercer Global Advisors Inc. ADV3,378$315K0.0%-37.8%0.027%
2/14/2025Jane Street Group LLC7,960$743K0.0%-11.1%0.063%
2/14/2025Parvin Asset Management LLC938$88K0.1%N/A0.007%
2/14/2025Northern Trust Corp14,807$1.38M0.0%+10.9%0.118%
2/14/2025Integrated Wealth Concepts LLC4,491$419K0.0%-4.3%0.036%
2/14/2025Coppell Advisory Solutions LLC18,442$1.71M0.2%N/A0.146%
2/14/2025Susquehanna International Group LLP20,232$1.89M0.0%+576.4%0.161%
2/14/2025Stifel Financial Corp7,039$657K0.0%-6.2%0.056%
2/14/2025Optivise Advisory Services LLC17,868$1.67M0.9%N/A0.142%
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2/14/2025Tower Research Capital LLC TRC 8,017$748K0.0%-32.2%0.064%
2/14/2025MML Investors Services LLC39,168$3.66M0.0%+47.1%0.311%
2/14/2025Commerce Bank26,575$2.48M0.0%+10.8%0.211%
2/14/2025Cadence Bank17,632$1.65M0.1%-6.3%0.140%
2/13/2025MSH Capital Advisors LLC3,328$311K0.1%N/A0.026%
2/13/2025NewEdge Advisors LLC22,083$2.06M0.0%+210.2%0.175%
2/13/2025United Capital Financial Advisors LLC3,600$336K0.0%-29.2%0.029%
2/13/2025Mariner LLC65,912$6.15M0.0%-3.7%0.523%
2/13/2025Rockefeller Capital Management L.P.13,388$1.25M0.0%+31.1%0.106%
2/13/2025NFP Retirement Inc.46,439$4.34M0.3%+0.7%0.369%
2/13/2025Advisory Services Network LLC14,972$1.40M0.0%-1.9%0.119%
2/13/2025Envestnet Asset Management Inc.122,582$11.44M0.0%+6.6%0.973%
2/13/2025Wells Fargo & Company MN489,707$45.72M0.0%+14.7%3.887%
2/12/2025Orion Portfolio Solutions LLC33,397$3.12M0.0%+5.8%0.265%
2/12/2025Blair William & Co. IL19,780$1.85M0.0%-2.0%0.157%
2/12/2025AssuredPartners Investment Advisors LLC12,435$1.16M0.2%N/A0.099%
2/12/2025JPMorgan Chase & Co.51,622$4.82M0.0%+30.9%0.410%
2/11/2025LPL Financial LLC388,493$36.27M0.0%-1.2%3.083%
2/10/2025Corient Private Wealth LLC21,403$2.00M0.0%N/A0.170%
2/10/2025Envestnet Portfolio Solutions Inc.19,416$1.81M0.0%+9.2%0.154%
2/10/2025Commonwealth Equity Services LLC30,985$2.89M0.0%+13.2%0.246%
2/7/2025Sequoia Financial Advisors LLC3,590$335K0.0%+7.7%0.028%
2/7/2025HighTower Advisors LLC21,911$2.05M0.0%+0.5%0.174%
2/7/2025Avantax Planning Partners Inc.24,241$2.26M0.1%-6.7%0.192%
2/7/2025Independent Advisor Alliance3,645$340K0.0%N/A0.029%
2/7/2025Axis Wealth Partners LLC15,387$1.35M1.1%N/A0.122%
2/6/2025Raymond James Financial Inc.113,029$10.55M0.0%N/A0.897%
2/6/2025Atria Investments Inc8,073$754K0.0%+135.6%0.064%
2/6/2025SBI Securities Co. Ltd.9,584$895K0.0%N/A0.076%
2/6/2025Jones Financial Companies Lllp3,985$372K0.0%+171.3%0.032%
2/5/2025Halbert Hargrove Global Advisors LLC1,008$94K0.0%N/A0.008%
2/5/2025Linscomb Wealth Inc.359,806$33.59M1.7%+0.8%2.856%
2/4/2025Bank of New York Mellon Corp3,599$336K0.0%-59.0%0.029%
2/4/2025Cherry Tree Wealth Management LLC17,581$1.64M0.4%-1.9%0.140%
2/3/2025 Elk River Wealth Management LLC5,818$543K0.1%-5.7%0.046%
2/3/2025Private Advisor Group LLC40,498$3.78M0.0%-13.6%0.321%
2/3/2025Good Life Advisors LLC49,567$4.63M0.3%+2.0%0.393%
1/31/2025Global Retirement Partners LLC17,570$1.64M0.0%+22.7%0.139%
1/31/2025D.A. Davidson & CO.11,251$1.05M0.0%+2.3%0.089%
1/31/2025Truist Financial Corp19,610$1.83M0.0%+0.8%0.156%
1/31/2025Sanctuary Advisors LLC6,364$614K0.0%-10.1%0.051%
1/30/2025ShoreHaven Wealth Partners LLC17,055$1.59M0.8%+1.1%0.135%
1/29/2025Avestar Capital LLC4,439$415K0.0%N/A0.035%
1/29/2025 Ferguson Wellman Capital Management Inc.2,166$202K0.0%-31.0%0.017%
1/29/2025Savant Capital LLC5,885$549K0.0%-8.3%0.047%
1/24/2025CENTRAL TRUST Co7,172$670K0.0%+1.7%0.057%
1/24/2025Western Pacific Wealth Management LP1,357$127K0.1%+17.0%0.011%
1/23/2025Crews Bank & Trust469$44K0.0%N/A0.004%
1/23/2025 Iams Wealth Management LLC2,935$274K0.1%N/A0.023%
1/22/2025 FFG Retirement Advisors LLC37,330$3.49M2.3%-0.8%0.296%
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1/21/2025Precedent Wealth Partners LLC59,208$5.53M1.8%+1.1%0.470%
1/17/2025Mutual Advisors LLC35,298$3.33M0.1%+0.8%0.280%
1/17/2025Janney Montgomery Scott LLC21,864$2.04M0.0%-1.2%0.174%
1/17/2025Dakota 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%
1/16/2025Evanson Asset Management LLC81,276$7.59M0.5%-4.8%0.645%
1/15/2025Brooklyn 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%
(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, 219 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were CWM LLC ($85.45M), Wells Fargo & Company MN ($45.72M), LPL Financial LLC ($36.27M), Linscomb Wealth Inc. ($33.59M), Cetera Investment Advisers ($32.76M), Bank of America Corp DE ($32.34M), 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 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: Cetera Investment Advisers ($356.84K), CWM LLC ($144.16K), Modera Wealth Management LLC ($137.40K), Raymond James Financial Inc. ($113.03K), Private Advisor Group LLC ($101.53K), International Assets Investment Management LLC ($95.22K), and Invenio Wealth Partners LLC ($86.90K).

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

Institutional investors have bought a total of 2,407,568 shares in the last 24 months. This purchase volume represents approximately $205.23M in transactions.

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

Of the 112 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 ($787.81K), CWM LLC ($185.04K), Truist Financial Corp ($148.55K), Envestnet Asset Management Inc. ($132.54K), Flow Traders U.S. LLC ($75.50K), First Command Advisory Services Inc. ($70.63K), and International Assets Investment Management LLC ($68.10K).

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

Institutional investors have sold a total of 2,305,269 shares in the last 24 months. This volume of shares sold represents approximately $190.48M in transactions.


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This page (NYSEARCA:DHS) was last updated on 4/18/2025 by MarketBeat.com Staff
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