Wisdomtree US High DividendDHSETF
13F holders, Q2 2026 (June 30)252holders +1
18new positions
14sold out
2famous investors
$113.68avg. 13F price*
At the end of Q2 2026, 252 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 1 from Q1 2026. 18 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($57.0M), Bank of America Corp. ($53.9M) and Wells Fargo & Company ($52.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree US High Dividend
- CUSIP
- 97717W208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.5M |
| Exits | 14 | $13.2M |
All 13F filers, Q1 2026 → Q2 2026: 344,033 shares bought and 227,061 shares sold, net +116,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Morgan Stanley | 0.00% | Add +2.0% | 501,674 | $57.0M |
| Bank of America Corp. | 0.00% | Add +3.7% | 474,272 | $53.9M |
| Wells Fargo & Company | 0.01% | Reduce -9.9% | 462,536 | $52.6M |
| Cetera Investment Advisers | 0.04% | Add +3.0% | 424,978 | $48.3M |
| LPL Financial LLC | 0.01% | Reduce -1.5% | 396,419 | $45.1M |
| Linscomb Wealth, Inc. | 1.42% | Reduce -2.9% | 289,052 | $32.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.5% | 235,268 | $26.7M |
| Mb, Levis & Associates, LLC | 6.65% | Add +0.3% | 158,666 | $18.0M |
| Focus Partners Wealth | 0.02% | Reduce -2.4% | 144,531 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 123,250 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +164.7% | 114,895 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 108,599 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 107,831 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Add +16.2% | 97,102 | $11.0M |
| UBS Group AG | 0.00% | Add +0.6% | 90,675 | $10.3M |
| Stonebridge Wealth Management, LLC | 8.72% | Add +0.2% | 85,714 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +2.2% | 80,276 | $9.1M |
| Evanson Financial, LLC | 0.42% | — | 76,243 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -13.7% | 72,592 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 69,704 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +4.0% | 66,622 | $7.6M |
| 1 North Wealth Services LLC | 2.43% | Add +4.2% | 65,441 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 64,790 | $7.4M |
| Global Retirement Partners, LLC | 0.11% | — | 64,319 | $7.3M |
| Private Advisor Group, LLC | 0.03% | Add +29.5% | 62,669 | $7.1M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -2.1% | 56,008 | $6.4M |
| Precedent Wealth Partners, LLC | 1.04% | Add +0.4% | 55,000 | $6.3M |
| FFG Retirement Advisors LLC | 2.70% | Add +1.0% | 44,787 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +112.6% | 41,267 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.5% | 40,422 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 39,769 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +5.0% | 38,924 | $4.5M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 39,103 | $4.4M |
| Catalyst Investment Management LLC | 3.66% | Add +35.3% | 35,494 | $4.0M |
| Mutual Advisors, LLC | 0.07% | Reduce -0.1% | 34,000 | $3.9M |
| Creative Planning | 0.00% | Add +65.4% | 33,438 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +42.0% | 33,409 | $3.8M |
| JT Stratford LLC | 0.41% | Add +4.0% | 33,223 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -3.2% | 30,416 | $3.5M |
| LVM Capital Management Ltd. | 0.27% | Reduce -1.3% | 28,687 | $3.3M |
| Apella Capital, LLC | 0.04% | Reduce -0.4% | 26,102 | $3.0M |
| Invenio Wealth Partners LLC | 1.06% | Reduce -0.1% | 25,922 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +3.8% | 24,933 | $2.8M |
| Blair William & Co. | 0.01% | Add +0.5% | 21,895 | $2.5M |
| CENTRAL TRUST Co | 0.04% | Add +2.9% | 21,299 | $2.4M |
| Commerce Bank | 0.01% | Reduce -2.4% | 20,950 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 20,749 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.6% | 20,519 | $2.3M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -2.0% | 20,285 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.0% | 17,220 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +17.1% | 17,175 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +298.4% | 16,446 | $1.9M |
| Virtus Family Office LLC | 1.46% | Add +6.8% | 16,296 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -1.6% | 16,249 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.4% | 16,128 | $1.8M |
| Barnes Wealth Management Group, Inc | 0.81% | Reduce -1.1% | 15,487 | $1.8M |
| FMR LLC | 0.00% | Add +103.2% | 15,263 | $1.7M |
| Community Bank, N.A. | 0.19% | Add +5.1% | 15,210 | $1.7M |
| Dickmeyer Boyce Financial Management, Inc. | 0.88% | Add +18.3% | 14,996 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -0.1% | 15,304 | $1.7M |
| Keebeck Wealth Management | 0.16% | No change | 14,602 | $1.7M |
| Pension & Wealth Management Advisors, Inc. | 0.43% | Reduce -1.3% | 14,105 | $1.6M |
| Huntington National Bank | 0.01% | Reduce -0.2% | 13,757 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +10.2% | 13,435 | $1.5M |
| Axis Wealth Partners, LLC | 0.71% | Reduce -2.4% | 13,052 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.2% | 12,571 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +116.6% | 12,748 | $1.4M |
| Uhlmann Price Securities, LLC | 0.05% | Add +1.9% | 12,549 | $1.4M |
| Americana Partners, LLC | 0.03% | No change | 12,150 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 11,557 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 11,466 | $1.3M |
| Northern Trust Corp. | 0.00% | No change | 11,345 | $1.3M |
| Melone Private Wealth, LLC | 0.46% | Reduce -2.4% | 10,509 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 10,409 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.11% | Add +0.5% | 10,242 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 9,245 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +47.8% | 9,200 | $1.0M |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.8% | 9,180 | $1.0M |
| Fortune Financial Group, Inc. | 0.79% | New | 8,908 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.9% | 8,871 | $1.0M |
| SFG Wealth Management, LLC. | 0.34% | New | 8,226 | $935K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 8,203 | $933K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 8,189 | $931K |
| TFC Financial Management, Inc. | 0.10% | Add +0.5% | 7,986 | $908K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +243.8% | 7,859 | $893K |
| ShoreHaven Wealth Partners, LLC | 0.28% | Reduce -1.7% | 7,804 | $887K |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 7,620 | $866K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -1.6% | 7,501 | $853K |
| Oxinas Partners, LLC | 0.33% | Reduce -8.7% | 7,340 | $834K |
| Fifth Third Bancorp | 0.00% | Reduce -8.1% | 7,261 | $825K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 6,995 | $795K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,957 | $791K |
| Arax Advisory Partners | 0.01% | Add +580.1% | 6,828 | $776K |
| &partners | 0.00% | New | 6,810 | $774K |
| Maridea Wealth Management LLC | 0.08% | No change | 6,764 | $769K |
| AQR Capital Management | 0.00% | Add +1.1% | 6,205 | $705K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -6.3% | 5,919 | $673K |
| MSH Capital Advisors LLC | 0.10% | Add +5.5% | 5,306 | $603K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,298 | $602K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.2% | 5,252 | $597K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.