Wisdomtree US High DividendDHSETF
13F holders, Q2 2024 (June 30)204holders +12
23new positions
11sold out
1famous investor
$84.63avg. 13F price*
At the end of Q2 2024, 204 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 12 from Q1 2024. 23 opened new positions and 11 sold out. The largest holders were Cwm, LLC ($80.9M), Wells Fargo & Company ($36.9M) and LPL Financial LLC ($36.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.5M |
| Exits | 11 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 336,155 shares bought and 441,111 shares sold, net −104,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Cwm, LLC | 0.38% | Reduce -6.5% | 956,096 | $80.9M |
| Wells Fargo & Company | 0.01% | Add +8.5% | 435,646 | $36.9M |
| LPL Financial LLC | 0.02% | Reduce -10.1% | 434,121 | $36.7M |
| Linscomb Wealth, Inc. | 1.58% | Reduce -1.4% | 361,981 | $30.6M |
| Cetera Investment Advisers | 0.07% | Reduce -0.5% | 361,087 | $30.5M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 331,354 | $28.0M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 247,204 | $20.9M |
| Invenio Wealth Partners LLC | 8.88% | Add +6.8% | 211,842 | $17.9M |
| Mb, Levis & Associates, LLC | 7.16% | Reduce -2.2% | 160,920 | $13.6M |
| Focus Partners Wealth | 0.04% | Add +92.3% | 151,606 | $12.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.1% | 118,242 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.0% | 99,819 | $8.4M |
| UBS Group AG | 0.00% | Reduce -2.9% | 93,938 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +10.4% | 92,543 | $7.8M |
| Evanson Asset Management, LLC | 0.53% | Reduce -4.0% | 85,276 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 74,674 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.3% | 69,037 | $5.8M |
| Mariner, LLC | 0.01% | Add +0.2% | 69,035 | $5.8M |
| Precedent Wealth Partners, LLC | 2.11% | Reduce -12.6% | 61,939 | $5.2M |
| Raymond James & Associates | 0.00% | Add +3.8% | 59,090 | $5.0M |
| Dakota Wealth Management | 0.11% | Reduce -13.5% | 54,389 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Add +83.4% | 48,275 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -20.4% | 47,949 | $4.1M |
| Good Life Advisors, LLC | 0.33% | Add +2.5% | 47,893 | $4.1M |
| Citadel Advisors | 0.00% | Add +157.4% | 46,747 | $4.0M |
| LVM Capital Management Ltd. | 0.44% | Reduce -0.9% | 46,137 | $3.9M |
| Wealthspire Retirement, LLC | 0.31% | Reduce -2.4% | 43,081 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.7% | 38,123 | $3.2M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.7% | 35,587 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 37,368 | $3.2M |
| FFG Retirement Advisors LLC | 2.07% | Reduce -2.6% | 35,121 | $3.0M |
| PBMares Wealth Management LLC | 0.73% | Add +0.1% | 34,997 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +52.8% | 32,331 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 29,041 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -29.5% | 28,860 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.5% | 28,563 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +6.5% | 28,563 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.2% | 27,928 | $2.4M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -13.1% | 26,122 | $2.2M |
| NewEdge Advisors, LLC | 0.02% | New | 25,528 | $2.2M |
| Commerce Bank | 0.01% | Add +22.7% | 22,975 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 22,271 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.2% | 21,883 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -0.0% | 20,848 | $1.8M |
| Creative Planning | 0.00% | Add +0.8% | 20,463 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +6.9% | 20,319 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -7.3% | 20,281 | $1.7M |
| Blair William & Co. | 0.01% | Add +79.1% | 20,005 | $1.7M |
| Cadence Bank | 0.12% | Reduce -6.9% | 18,952 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Reduce -10.0% | 18,050 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.38% | Reduce -8.0% | 17,966 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +37.8% | 17,402 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +14.7% | 17,136 | $1.4M |
| Comerica Bank | 0.01% | Reduce -4.0% | 16,510 | $1.4M |
| Community Bank, N.A. | 0.17% | Reduce -4.6% | 15,485 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +5.5% | 15,257 | $1.3M |
| ArchPoint Investors | 0.44% | New | 13,775 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +29.4% | 13,707 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.6% | 13,615 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.64% | Add +6.4% | 13,182 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 12,166 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -3.5% | 11,311 | $957K |
| JT Stratford LLC | 0.18% | Add +14.9% | 11,103 | $939K |
| D.A. Davidson & Co. | 0.01% | No change | 10,891 | $921K |
| Melone Private Wealth, LLC | 0.53% | Add +0.7% | 10,613 | $898K |
| Waverly Advisors, LLC | 0.02% | Reduce -8.8% | 10,611 | $898K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 10,409 | $880K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.7% | 10,404 | $880K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.6% | 10,379 | $878K |
| Oxinas Partners, LLC | 0.56% | No change | 10,030 | $848K |
| Capital Advisors, Ltd. LLC | 0.09% | No change | 8,294 | $702K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -55.5% | 8,106 | $686K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -9.1% | 7,912 | $669K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -42.3% | 7,878 | $666K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 7,711 | $652K |
| Savant Capital, LLC | 0.01% | Add +77.7% | 7,549 | $639K |
| Cooper Financial Group | 0.09% | Reduce -0.1% | 7,480 | $633K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,360 | $618K |
| Stifel Financial Corp. | 0.00% | Reduce -45.1% | 7,210 | $610K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.9% | 6,677 | $565K |
| Interactive Financial Advisors, Inc. | 0.31% | Reduce -2.9% | 6,599 | $558K |
| Avior Wealth Management, LLC | 0.02% | Add +26.5% | 6,594 | $558K |
| Elk River Wealth Management LLC | 0.11% | Reduce -2.9% | 6,567 | $556K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -4.4% | 6,433 | $544K |
| Keebeck Wealth Management | 0.08% | Add +90.3% | 6,237 | $528K |
| Bordeaux Wealth Advisors LLC | 0.10% | New | 6,226 | $527K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.2% | 6,123 | $518K |
| Passive Capital Management, LLC. | 0.19% | No change | 6,062 | $513K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,914 | $500K |
| Tranquility Partners, LLC | 0.19% | No change | 5,872 | $497K |
| IFG Advisory, LLC | 0.03% | New | 5,729 | $485K |
| CENTRAL TRUST Co | 0.01% | Add +320.8% | 5,693 | $482K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $476K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -36.4% | 5,299 | $448K |
| Nelson Capital Management, LLC | 0.08% | New | 5,275 | $446K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 5,262 | $445K |
| Maltin Wealth Management, Inc. | 0.24% | Add +1.1% | 5,208 | $441K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,206 | $440K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -51.1% | 5,096 | $431K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.8% | 5,088 | $430K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.