Wisdomtree US High DividendDHSETF
13F holders, Q3 2024 (September 30)208holders +4
16new positions
12sold out
1famous investor
$93.72avg. 13F price*
At the end of Q3 2024, 208 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 4 from Q2 2024. 16 opened new positions and 12 sold out. The largest holders were Cwm, LLC ($85.5M), Wells Fargo & Company ($40.1M) and LPL Financial LLC ($36.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.2M |
| Exits | 12 | $3.9M |
All 13F filers, Q2 2024 → Q3 2024: 157,807 shares bought and 335,830 shares sold, net −178,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| Cwm, LLC | 0.37% | Reduce -4.7% | 910,979 | $85.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 427,014 | $40.1M |
| LPL Financial LLC | 0.02% | Reduce -9.4% | 393,385 | $36.9M |
| Linscomb Wealth, Inc. | 1.66% | Reduce -1.4% | 356,786 | $33.5M |
| Cetera Investment Advisers | 0.07% | Reduce -3.0% | 350,444 | $32.9M |
| Bank of America Corp. | 0.00% | Add +3.2% | 342,103 | $32.1M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 242,321 | $22.7M |
| Invenio Wealth Partners LLC | 8.80% | Add +2.3% | 216,748 | $20.3M |
| Focus Partners Wealth | 0.05% | Add +5.8% | 160,324 | $15.0M |
| Mb, Levis & Associates, LLC | 7.40% | Reduce -0.5% | 160,049 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.2% | 115,022 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.8% | 114,895 | $10.8M |
| UBS Group AG | 0.00% | Reduce -3.7% | 90,497 | $8.5M |
| Evanson Asset Management, LLC | 0.57% | Add +0.1% | 85,365 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.4% | 81,991 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 74,413 | $7.0M |
| Mariner, LLC | 0.01% | Reduce -0.9% | 68,436 | $6.4M |
| Precedent Wealth Partners, LLC | 1.81% | Reduce -5.4% | 58,578 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 58,288 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 50,118 | $4.7M |
| Good Life Advisors, LLC | 0.28% | Add +1.5% | 48,614 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.9% | 46,867 | $4.4M |
| Wealthspire Retirement, LLC | 0.35% | Add +7.1% | 46,135 | $4.3M |
| Dakota Wealth Management | 0.09% | Reduce -22.6% | 42,075 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +143.5% | 41,723 | $3.9M |
| LVM Capital Management Ltd. | 0.44% | No change | 46,137 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.8% | 41,563 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 39,446 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 37,687 | $3.5M |
| FFG Retirement Advisors LLC | 2.30% | Add +7.2% | 37,649 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Reduce -1.6% | 35,009 | $3.3M |
| PBMares Wealth Management LLC | 0.67% | Reduce -2.0% | 34,300 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +10.5% | 31,559 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +10.5% | 31,559 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 28,479 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 27,373 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +31.3% | 26,631 | $2.5M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -0.6% | 25,975 | $2.4M |
| Commerce Bank | 0.01% | Add +4.3% | 23,975 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 22,129 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 21,798 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | No change | 20,848 | $2.0M |
| Creative Planning | 0.00% | Add +0.7% | 20,605 | $1.9M |
| Blair William & Co. | 0.01% | Add +0.9% | 20,180 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -4.3% | 19,447 | $1.8M |
| Cadence Bank | 0.12% | Reduce -0.7% | 18,821 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.40% | Reduce -0.3% | 17,914 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.2% | 17,787 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.76% | Reduce -6.5% | 16,874 | $1.6M |
| Comerica Bank | 0.01% | No change | 16,510 | $1.5M |
| World Investment Advisors | 0.05% | New | 16,308 | $1.5M |
| Community Bank, N.A. | 0.18% | Reduce -1.9% | 15,191 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +4.5% | 14,320 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.67% | Add +6.3% | 14,017 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 15,257 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +9.7% | 13,351 | $1.3M |
| ArchPoint Investors | 0.38% | Reduce -11.6% | 12,175 | $1.1M |
| Keebeck Wealth Management | 0.16% | Add +93.1% | 12,042 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +46.0% | 11,832 | $1.1M |
| JT Stratford LLC | 0.19% | Add +5.7% | 11,733 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -75.3% | 11,559 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +0.3% | 11,342 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +1.0% | 11,001 | $1.0M |
| Uhlmann Price Securities, LLC | 0.80% | — | 10,773 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.7% | 10,682 | $1.0M |
| Waverly Advisors, LLC | 0.02% | Add +0.0% | 10,615 | $996K |
| Melone Private Wealth, LLC | 0.53% | Reduce -0.3% | 10,579 | $992K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 10,213 | $958K |
| Oxinas Partners, LLC | 0.56% | Reduce -3.0% | 9,730 | $913K |
| Jane Street Group, LLC | 0.00% | Reduce -72.3% | 8,951 | $840K |
| Bank of New York Mellon Corp | 0.00% | Add +75.9% | 8,777 | $823K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.0% | 8,641 | $811K |
| Capital Advisors, Ltd. LLC | 0.10% | No change | 8,294 | $778K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.0% | 8,023 | $753K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.4% | 7,882 | $739K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.8% | 7,080 | $710K |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 7,503 | $704K |
| Cooper Financial Group | 0.09% | No change | 7,480 | $702K |
| NewEdge Advisors, LLC | 0.00% | Reduce -72.1% | 7,119 | $668K |
| CENTRAL TRUST Co | 0.02% | Add +23.9% | 7,052 | $662K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.3% | 6,989 | $656K |
| Lanark Financial, Inc. | 0.05% | Add +40.5% | 6,906 | $647K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 6,433 | $603K |
| Savant Capital, LLC | 0.01% | Reduce -14.9% | 6,421 | $602K |
| Bordeaux Wealth Advisors LLC | 0.11% | Add +0.9% | 6,284 | $589K |
| Interactive Financial Advisors, Inc. | 0.30% | Reduce -6.3% | 6,185 | $580K |
| Elk River Wealth Management LLC | 0.11% | Reduce -6.0% | 6,172 | $579K |
| Passive Capital Management, LLC. | 0.20% | No change | 6,062 | $569K |
| Tranquility Partners, LLC | 0.20% | No change | 5,872 | $551K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.8% | 5,864 | $550K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $528K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.3% | 5,434 | $508K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.2% | 5,289 | $496K |
| Nelson Capital Management, LLC | 0.08% | No change | 5,275 | $495K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 5,262 | $494K |
| Avior Wealth Management, LLC | 0.02% | Reduce -22.8% | 5,089 | $477K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,088 | $477K |
| GSG Advisors LLC | 0.16% | Add +0.9% | 5,027 | $470K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.4% | 4,976 | $467K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 4,891 | $459K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.