Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy DHS Stock  Free DHS Stock Alerts

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

WisdomTree U.S. High Dividend Fund logo
$97.93 -0.12 (-0.12%)
As of 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)
106
Total
Institutional Inflows
(last 12 months)
$101.67M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$42.51M
Get DHS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. High Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DHS Institutional Buying and Selling by Quarter

Remove Ads

WisdomTree U.S. High Dividend Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/25/2025 B. Riley Wealth Advisors Inc.4,036$377K0.0%-3.3%0.032%
2/25/2025 Armis Advisers LLC7,407$692K0.1%N/A0.059%
2/24/2025 Great Valley Advisor Group Inc.51,825$4.84M0.1%+24.2%0.411%
2/18/2025 GTS Securities LLC9,557$892K0.0%N/A0.076%
2/18/2025 JT Stratford LLC11,529$1.08M0.2%-1.7%0.092%
2/17/2025 Waverly Advisors LLC10,459$976K0.0%-1.5%0.083%
2/17/2025 Vivaldi Capital Management LP2,649$257K0.0%N/A0.021%
2/17/2025 Focus Partners Wealth165,865$15.49M0.0%+3.5%1.316%
2/17/2025 Fiduciary Trust Co4,195$392K0.0%+20.1%0.033%
2/17/2025 CoreCap Advisors LLC905$84K0.0%-16.0%0.007%
2/17/2025 Cetera Investment Advisers350,927$32.76M0.1%+0.1%2.785%
2/17/2025 Captrust Financial Advisors36,653$3.42M0.0%-2.7%0.291%
2/17/2025 Bank of America Corp DE346,391$32.34M0.0%+1.3%2.749%
2/17/2025 Ameriprise Financial Inc.78,441$7.32M0.0%+5.4%0.623%
2/14/2025 Mercer Global Advisors Inc. ADV3,378$315K0.0%-37.8%0.027%
2/14/2025 Jane Street Group LLC7,960$743K0.0%-11.1%0.063%
2/14/2025 Parvin Asset Management LLC938$88K0.1%N/A0.007%
2/14/2025 Northern Trust Corp14,807$1.38M0.0%+10.9%0.118%
2/14/2025 Integrated Wealth Concepts LLC4,491$419K0.0%-4.3%0.036%
2/14/2025 Coppell Advisory Solutions LLC18,442$1.71M0.2%N/A0.146%
2/14/2025 Susquehanna International Group LLP20,232$1.89M0.0%+576.4%0.161%
2/14/2025 Stifel Financial Corp7,039$657K0.0%-6.2%0.056%
2/14/2025 Optivise Advisory Services LLC17,868$1.67M0.9%N/A0.142%
2/14/2025 Tower Research Capital LLC TRC 8,017$748K0.0%-32.2%0.064%
2/14/2025 MML Investors Services LLC39,168$3.66M0.0%+47.1%0.311%
2/14/2025 Commerce Bank26,575$2.48M0.0%+10.8%0.211%
2/14/2025 Cadence Bank17,632$1.65M0.1%-6.3%0.140%
2/13/2025 MSH Capital Advisors LLC3,328$311K0.1%N/A0.026%
2/13/2025 NewEdge Advisors LLC22,083$2.06M0.0%+210.2%0.175%
2/13/2025 United Capital Financial Advisors LLC3,600$336K0.0%-29.2%0.029%
2/13/2025 Mariner LLC65,912$6.15M0.0%-3.7%0.523%
2/13/2025 Rockefeller Capital Management L.P.13,388$1.25M0.0%+31.1%0.106%
2/13/2025 NFP Retirement Inc.46,439$4.34M0.3%+0.7%0.369%
2/13/2025 Advisory Services Network LLC14,972$1.40M0.0%-1.9%0.119%
2/13/2025 Envestnet Asset Management Inc.122,582$11.44M0.0%+6.6%0.973%
2/13/2025 Wells Fargo & Company MN489,707$45.72M0.0%+14.7%3.887%
2/12/2025 Orion Portfolio Solutions LLC33,397$3.12M0.0%+5.8%0.265%
2/12/2025 Blair William & Co. IL19,780$1.85M0.0%-2.0%0.157%
Elon Warns: Exec Order 14024 Targets Dollar (Ad)

Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.

Go Here to Learn What's Happening and How to Prepare >>
2/12/2025 AssuredPartners Investment Advisors LLC12,435$1.16M0.2%N/A0.099%
2/12/2025 JPMorgan Chase & Co.51,622$4.82M0.0%+30.9%0.410%
2/11/2025 LPL Financial LLC388,493$36.27M0.0%-1.2%3.083%
2/10/2025 Corient Private Wealth LLC21,403$2.00M0.0%N/A0.170%
2/10/2025 Envestnet Portfolio Solutions Inc.19,416$1.81M0.0%+9.2%0.154%
2/10/2025 Commonwealth Equity Services LLC30,985$2.89M0.0%+13.2%0.246%
2/7/2025 Sequoia Financial Advisors LLC3,590$335K0.0%+7.7%0.028%
2/7/2025 HighTower Advisors LLC21,911$2.05M0.0%+0.5%0.174%
2/7/2025 Avantax Planning Partners Inc.24,241$2.26M0.1%-6.7%0.192%
2/7/2025 Independent Advisor Alliance3,645$340K0.0%N/A0.029%
2/7/2025 Axis Wealth Partners LLC15,387$1.35M1.1%N/A0.122%
2/6/2025 Raymond James Financial Inc.113,029$10.55M0.0%N/A0.897%
2/6/2025 Atria Investments Inc8,073$754K0.0%+135.6%0.064%
2/6/2025 SBI Securities Co. Ltd.9,584$895K0.0%N/A0.076%
2/6/2025 Jones Financial Companies Lllp3,985$372K0.0%+171.3%0.032%
2/5/2025 Halbert Hargrove Global Advisors LLC1,008$94K0.0%N/A0.008%
2/5/2025 Linscomb Wealth Inc.359,806$33.59M1.7%+0.8%2.856%
2/4/2025 Bank of New York Mellon Corp3,599$336K0.0%-59.0%0.029%
2/4/2025 Cherry 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%
2/3/2025 Private Advisor Group LLC40,498$3.78M0.0%-13.6%0.321%
2/3/2025 Good Life Advisors LLC49,567$4.63M0.3%+2.0%0.393%
1/31/2025 Global Retirement Partners LLC17,570$1.64M0.0%+22.7%0.139%
1/31/2025 D.A. Davidson & CO.11,251$1.05M0.0%+2.3%0.089%
1/31/2025 Truist Financial Corp19,610$1.83M0.0%+0.8%0.156%
1/31/2025 Sanctuary Advisors LLC6,364$614K0.0%-10.1%0.051%
1/30/2025 ShoreHaven Wealth Partners LLC17,055$1.59M0.8%+1.1%0.135%
1/29/2025 Avestar Capital LLC4,439$415K0.0%N/A0.035%
1/29/2025 Ferguson Wellman Capital Management Inc.2,166$202K0.0%-31.0%0.017%
1/29/2025 Savant Capital LLC5,885$549K0.0%-8.3%0.047%
1/24/2025 CENTRAL TRUST Co7,172$670K0.0%+1.7%0.057%
1/24/2025 Western Pacific Wealth Management LP1,357$127K0.1%+17.0%0.011%
1/23/2025 Crews 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%
1/21/2025 Precedent 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%
Trump’s Treasure Map [Pic inside] (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
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%
12/26/2024 JPMorgan Chase & Co.39,446$3.70M0.0%+3.5%0.313%
12/13/2024 B. Riley Wealth Advisors Inc.4,175$391K0.0%-8.4%0.033%
11/25/2024 World Investment Advisors LLC16,308$1.53M0.0%N/A0.129%
11/25/2024 Sanctuary Advisors LLC7,080$710K0.0%-3.8%0.056%
11/15/2024 M&T Bank Corp3,359$315K0.0%N/A0.027%
11/15/2024 MML Investors Services LLC26,631$2.50M0.0%+31.3%0.211%
11/15/2024 Orion Portfolio Solutions LLC31,559$2.96M0.1%+10.5%0.250%
11/15/2024 EP Wealth Advisors LLC3,881$364K0.0%N/A0.031%
(Data available from 1/1/2016 forward)

Remove Ads

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 173 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 2,386,382 shares in the last 24 months. This purchase volume represents approximately $202.26M in transactions.

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

Of the 113 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), WJ Wealth Management LLC ($140.34K), Envestnet Asset Management Inc. ($132.54K), Flow Traders U.S. LLC ($75.50K), and First Command Advisory Services Inc. ($70.63K).

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

Institutional investors have sold a total of 2,453,977 shares in the last 24 months. This volume of shares sold represents approximately $202.60M in transactions.


Related Companies

This page (NYSEARCA:DHS) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Trump’s Treasure Map [Pic inside]
We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men...
Paradigm Press | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored