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 |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.9% | 4,693 | $440K |
| National Bank of Canada | 0.00% | No change | 4,588 | $430K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,450 | $417K |
| First Hawaiian Bank | 0.01% | No change | 4,427 | $415K |
| Maltin Wealth Management, Inc. | 0.20% | Reduce -16.9% | 4,329 | $406K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.4% | 4,175 | $391K |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.7% | 4,158 | $390K |
| Monument Group Wealth Advisors, LLC | 0.23% | No change | 4,119 | $386K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +12.8% | 3,984 | $374K |
| FMR LLC | 0.00% | Add +24.3% | 3,959 | $371K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,881 | $364K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 3,864 | $362K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.1% | 3,788 | $355K |
| Virtus Family Office LLC | 0.46% | Reduce -0.3% | 3,677 | $345K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,604 | $338K |
| Fiduciary Trust Co | 0.00% | No change | 3,493 | $328K |
| Tilson Financial Group, Inc. | 0.14% | No change | 3,463 | $325K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.8% | 3,435 | $322K |
| Atria Investments, Inc | 0.00% | Add +5.1% | 3,426 | $321K |
| M&T Bank Corp | 0.00% | New | 3,359 | $315K |
| Schnieders Capital Management LLC | 0.06% | No change | 3,340 | $313K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 3,332 | $313K |
| VAUGHAN & Co SECURITIES, INC. | 0.18% | No change | 3,243 | $304K |
| MSH Capital Advisors LLC | 0.09% | No change | 3,150 | $295K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 3,141 | $295K |
| Edge Financial Advisors LLC | 0.25% | Reduce -2.0% | 3,008 | $282K |
| West Coast Financial LLC | 0.03% | No change | 3,000 | $281K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.0% | 2,991 | $281K |
| Transform Wealth, LLC | 0.02% | No change | 2,951 | $277K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 2,904 | $272K |
| Old National Bancorp | 0.01% | No change | 2,886 | $271K |
| Efficient Advisors, LLC | 0.02% | Reduce -2.6% | 2,871 | $269K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 2,833 | $266K |
| Ranch Capital Advisors Inc. | 0.12% | Reduce -12.2% | 2,774 | $260K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 2,759 | $259K |
| Wedmont Private Capital | 0.01% | No change | 2,691 | $252K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,514 | $236K |
| Webster Bank, N. A. | 0.03% | Reduce -8.1% | 2,510 | $235K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $235K |
| Choreo, LLC | 0.00% | No change | 2,505 | $234K |
| Revisor Wealth Management LLC | 0.15% | No change | 2,495 | $234K |
| KWB Wealth | 0.03% | Reduce -6.0% | 2,637 | $223K |
| US Bancorp \de | 0.00% | No change | 2,325 | $218K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 2,306 | $216K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.4% | 2,297 | $215K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,249 | $211K |
| Financial Sense Advisors, Inc. | 0.06% | New | 2,247 | $211K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,238 | $210K |
| Equitable Holdings, Inc. | 0.00% | New | 2,222 | $208K |
| Lindbrook Capital, LLC | 0.02% | No change | 2,205 | $207K |
| Saxon Interests, Inc. | 0.09% | New | 2,140 | $201K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.1% | 1,873 | $176K |
| Caldwell Sutter Capital, Inc. | 0.07% | Add +4.1% | 1,690 | $159K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -33.5% | 1,546 | $145K |
| Jones Financial Companies LLLP | 0.00% | Add +430.3% | 1,469 | $137K |
| Fifth Third Bancorp | 0.00% | Add +3.3% | 1,240 | $116K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 1,200 | $113K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,200 | $113K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 1,160 | $109K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $109K |
| Allworth Financial LP | 0.00% | Reduce -12.6% | 1,100 | $103K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,077 | $101K |
| TruNorth Capital Management, LLC | 0.03% | No change | 1,072 | $101K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,067 | $100K |
| Citigroup Inc. | 0.00% | No change | 1,052 | $99K |
| Bank of Montreal | 0.00% | Reduce -9.1% | 1,055 | $98K |
| IFP Advisors, Inc | 0.00% | No change | 1,008 | $95K |
| Independence Bank of Kentucky | 0.02% | No change | 1,000 | $94K |
| LRI Investments, LLC | 0.01% | No change | 885 | $86K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 827 | $78K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | No change | 740 | $69K |
| First Command Advisory Services, Inc. | 0.00% | No change | 640 | $60K |
| Glenmede Trust Co. NA | 0.00% | New | 600 | $56K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 554 | $53K |
| NFSG Corp | 0.02% | No change | 560 | $53K |
| Baldwin Wealth Partners LLC | 0.00% | New | 520 | $49K |
| Salomon & Ludwin, LLC | 0.00% | No change | 514 | $48K |
| Northwest Financial Advisors | 0.04% | New | 508 | $48K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $47K |
| Key Financial Inc | 0.01% | No change | 470 | $44K |
| Frazier Financial Advisors, LLC | 0.03% | New | 460 | $43K |
| PSI Advisors, LLC | 0.01% | No change | 417 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.7% | 412 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 412 | $39K |
| Pathway Financial Advisers, LLC | 0.02% | New | 403 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $37K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 382 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -51.0% | 400 | $34K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 324 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 309 | $29K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -26.4% | 271 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 264 | $25K |
| Beacon Capital Management, LLC | 0.00% | Reduce -30.8% | 240 | $22K |
| Russell Investments Group, Ltd. | 0.00% | No change | 216 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 200 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $16K |
| Talon Private Wealth, LLC | 0.00% | — | 160 | $15K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 130 | $13K |
| Private Trust Co. NA | 0.00% | No change | 120 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 76 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -1.3% | 75 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 34 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.3% | 34 | $3K |
| Signaturefd, LLC | 0.00% | No change | 26 | $2K |
| Assetmark, Inc. | 0.00% | No change | 12 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $252 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.