Wisdomtree US High DividendDHSETF
13F holders, Q1 2024 (March 31)192holders
2famous investors
$85.65avg. 13F price*
At the end of Q1 2024, 192 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings. The largest holders were Cwm, LLC ($88.6M), LPL Financial LLC ($41.8M) and Wells Fargo & Company ($34.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.8M |
| Exits | 14 | $1.6M |
Ownership 192 holders
| Cwm, LLC | 0.43% | Reduce -0.6% | 1,022,428 | $88.6M |
| LPL Financial LLC | 0.02% | Reduce -32.1% | 482,654 | $41.8M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 401,368 | $34.8M |
| Linscomb Wealth, Inc. | 1.64% | Reduce -0.8% | 367,115 | $31.8M |
| Cetera Investment Advisers | 0.07% | Add +5415.8% | 362,937 | $31.5M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 338,031 | $29.3M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 259,232 | $22.5M |
| Invenio Wealth Partners LLC | 9.26% | Add +28.6% | 198,262 | $17.2M |
| Mb, Levis & Associates, LLC | 7.65% | Reduce -0.2% | 164,480 | $14.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.7% | 123,272 | $10.7M |
| UBS Group AG | 0.00% | Add +0.9% | 96,720 | $8.4M |
| Evanson Asset Management, LLC | 0.57% | Add +0.9% | 88,783 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 84,621 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +87.0% | 84,446 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.1% | 83,816 | $7.3M |
| Focus Partners Wealth | 0.06% | Reduce -43.1% | 78,836 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.3% | 72,552 | $6.3M |
| Precedent Wealth Partners, LLC | 2.64% | Reduce -0.4% | 70,860 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -17.0% | 68,888 | $6.0M |
| Dakota Wealth Management | 0.14% | New | 62,873 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 60,262 | $5.2M |
| Raymond James & Associates | 0.00% | Add +0.3% | 56,938 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +14.7% | 50,619 | $4.4M |
| Good Life Advisors, LLC | 0.36% | Add +15.0% | 46,712 | $4.0M |
| LVM Capital Management Ltd. | 0.48% | Reduce -1.1% | 46,550 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +457.6% | 44,832 | $3.9M |
| Wealthspire Retirement, LLC | 0.33% | Add +6.0% | 44,132 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -34.3% | 40,929 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -8.7% | 37,499 | $3.2M |
| FFG Retirement Advisors LLC | 2.20% | Add +6.5% | 36,056 | $3.1M |
| Mutual Advisors, LLC | 0.10% | Reduce -3.5% | 35,851 | $3.1M |
| PBMares Wealth Management LLC | 0.79% | Add +0.1% | 34,972 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 31,427 | $2.7M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -6.6% | 30,054 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.3% | 27,884 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.8% | 26,806 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -1.8% | 26,806 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.2% | 26,317 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +10.2% | 23,060 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.1% | 22,140 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +27.1% | 21,886 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +97.2% | 21,163 | $1.8M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -0.1% | 20,852 | $1.8M |
| Cadence Bank | 0.13% | Reduce -0.0% | 20,357 | $1.8M |
| Creative Planning | 0.00% | Reduce -0.3% | 20,291 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.96% | Add +5.2% | 20,061 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.43% | Reduce -7.2% | 19,528 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 19,000 | $1.6M |
| Commerce Bank | 0.01% | Add +26.5% | 18,720 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +21.4% | 18,214 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -48.9% | 18,159 | $1.6M |
| Executive Wealth Group LLC | 0.32% | Add +201.3% | 18,403 | $1.5M |
| Comerica Bank | 0.01% | No change | 17,190 | $1.5M |
| Community Bank, N.A. | 0.18% | Reduce -5.2% | 16,231 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +144.5% | 14,942 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +15.5% | 14,465 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 13,643 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -35.6% | 13,136 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +61.5% | 12,631 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.71% | Add +26.3% | 12,394 | $1.1M |
| National Bank of Canada | 0.00% | No change | 12,388 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 12,166 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 11,785 | $1.0M |
| Waverly Advisors, LLC | 0.02% | New | 11,634 | $1.0M |
| Merit Financial Group, LLC | 0.02% | New | 11,723 | $989K |
| Blair William & Co. | 0.00% | Reduce -3.9% | 11,170 | $968K |
| D.A. Davidson & Co. | 0.01% | Add +2.8% | 10,891 | $944K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.3% | 10,880 | $943K |
| Global Retirement Partners, LLC | 0.03% | Reduce -14.0% | 10,592 | $918K |
| Melone Private Wealth, LLC | 0.55% | Reduce -5.4% | 10,539 | $913K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -69.4% | 10,427 | $904K |
| Oxinas Partners, LLC | 0.56% | Reduce -3.8% | 10,030 | $869K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -11.0% | 9,665 | $838K |
| JT Stratford LLC | 0.17% | Reduce -0.3% | 9,665 | $838K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -22.2% | 8,704 | $754K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +15.9% | 8,336 | $722K |
| Capital Advisors, Ltd. LLC | 0.09% | No change | 8,294 | $719K |
| RFG Advisory, LLC | 0.02% | Add +0.5% | 8,067 | $699K |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.6% | 7,981 | $692K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.7% | 7,752 | $672K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 7,711 | $668K |
| Cooper Financial Group | 0.11% | Reduce -2.8% | 7,490 | $649K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -64.0% | 6,797 | $589K |
| Elk River Wealth Management LLC | 0.12% | No change | 6,766 | $586K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -9.7% | 6,726 | $583K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.0% | 6,394 | $554K |
| Flow Traders U.S. LLC | 0.03% | Reduce -81.4% | 6,335 | $549K |
| Passive Capital Management, LLC. | 0.21% | No change | 6,062 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +17.5% | 6,717 | $524K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,914 | $513K |
| Tranquility Partners, LLC | 0.20% | No change | 5,872 | $509K |
| Claro Advisors Inc. | 0.09% | Add +4.0% | 5,774 | $500K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $487K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,288 | $458K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 5,262 | $456K |
| Avior Wealth Management, LLC | 0.02% | Add +184.1% | 5,214 | $452K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 5,206 | $451K |
| Maltin Wealth Management, Inc. | 0.25% | Reduce -0.9% | 5,152 | $447K |
| Lanark Financial, Inc. | 0.04% | Add +46.4% | 4,903 | $424K |
| GSG Advisors LLC | 0.15% | Add +0.7% | 4,923 | $422K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.