Wisdomtree US High DividendDHSETF
13F holders, Q4 2024 (December 31)231holders +23
23new positions
12sold out
1famous investor
$93.36avg. 13F price*
At the end of Q4 2024, 231 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 23 from Q3 2024. 23 opened new positions and 12 sold out. The largest holders were Cwm, LLC ($82.1M), Wells Fargo & Company ($45.7M) and LPL Financial LLC ($36.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.4M |
| Exits | 12 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 362,748 shares bought and 195,218 shares sold, net +167,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Cwm, LLC | 0.34% | Reduce -3.5% | 879,239 | $82.1M |
| Wells Fargo & Company | 0.01% | Add +14.7% | 489,707 | $45.7M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 388,493 | $36.3M |
| Linscomb Wealth, Inc. | 1.67% | Add +0.8% | 359,806 | $33.6M |
| Cetera Investment Advisers | 0.07% | Add +0.1% | 350,927 | $32.8M |
| Bank of America Corp. | 0.00% | Add +1.3% | 346,391 | $32.3M |
| Morgan Stanley | 0.00% | Add +10.1% | 266,671 | $24.9M |
| Invenio Wealth Partners LLC | 8.47% | Reduce -0.1% | 216,646 | $20.2M |
| Focus Partners Wealth | 0.04% | Add +3.5% | 165,865 | $15.5M |
| Mb, Levis & Associates, LLC | 7.42% | Reduce -0.9% | 158,635 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 122,582 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 113,029 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +9.1% | 89,476 | $8.4M |
| Evanson Asset Management, LLC | 0.52% | Reduce -4.8% | 81,276 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.4% | 78,441 | $7.3M |
| UBS Group AG | 0.00% | Reduce -15.7% | 76,275 | $7.1M |
| Mariner, LLC | 0.01% | Reduce -3.7% | 65,912 | $6.2M |
| Precedent Wealth Partners, LLC | 1.80% | Add +1.1% | 59,208 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +24.2% | 51,825 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 51,622 | $4.8M |
| Good Life Advisors, LLC | 0.34% | Add +2.0% | 49,567 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 48,639 | $4.5M |
| Wealthspire Retirement, LLC | 0.34% | Add +0.7% | 46,439 | $4.3M |
| LVM Capital Management Ltd. | 0.44% | Reduce -4.1% | 44,229 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -13.6% | 40,498 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +47.1% | 39,168 | $3.7M |
| FFG Retirement Advisors LLC | 2.28% | Reduce -0.8% | 37,330 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.7% | 36,653 | $3.4M |
| Mutual Advisors, LLC | 0.10% | Add +0.8% | 35,298 | $3.3M |
| PBMares Wealth Management LLC | 0.66% | Add +0.3% | 34,399 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.8% | 33,397 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +5.8% | 33,397 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.2% | 30,985 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.7% | 28,972 | $2.7M |
| Commerce Bank | 0.02% | Add +10.8% | 26,575 | $2.5M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -6.7% | 24,241 | $2.3M |
| Creative Planning | 0.00% | Add +9.3% | 22,526 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +210.2% | 22,083 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 21,911 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.2% | 21,864 | $2.0M |
| Corient Private Wealth LP | 0.00% | New | 21,403 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | No change | 20,848 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +576.4% | 20,232 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -2.0% | 19,780 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 19,610 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.2% | 19,416 | $1.8M |
| Coppell Advisory Solutions LLC | 0.24% | New | 18,442 | $1.7M |
| Optivise Advisory Services LLC | 0.90% | New | 17,868 | $1.7M |
| Cadence Bank | 0.11% | Reduce -6.3% | 17,632 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.41% | Reduce -1.9% | 17,581 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +22.7% | 17,570 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.75% | Add +1.1% | 17,055 | $1.6M |
| Comerica Bank | 0.01% | Reduce -0.1% | 16,488 | $1.5M |
| World Investment Advisors | 0.04% | No change | 16,308 | $1.5M |
| Community Bank, N.A. | 0.18% | No change | 15,191 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.9% | 14,972 | $1.4M |
| Virtus Family Office LLC | 1.74% | Add +304.5% | 14,874 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +10.9% | 14,807 | $1.4M |
| Axis Wealth Partners, LLC | 1.14% | — | 15,387 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.88% | — | 14,058 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +60.5% | 13,866 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.1% | 13,388 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.49% | Reduce -6.8% | 13,071 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.23% | — | 12,435 | $1.2M |
| ArchPoint Investors | 0.37% | No change | 12,175 | $1.1M |
| Keebeck Wealth Management | 0.16% | No change | 12,042 | $1.1M |
| JT Stratford LLC | 0.18% | Reduce -1.7% | 11,529 | $1.1M |
| Uhlmann Price Securities, LLC | 0.81% | Add +6.5% | 11,471 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.3% | 11,305 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +2.3% | 11,251 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -4.2% | 11,076 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.2% | 10,737 | $1.0M |
| Melone Private Wealth, LLC | 0.51% | Reduce -0.3% | 10,549 | $985K |
| Waverly Advisors, LLC | 0.02% | Reduce -1.5% | 10,459 | $976K |
| SBI Securities Co., Ltd. | 0.03% | — | 9,584 | $895K |
| GTS Securities LLC | 0.04% | New | 9,557 | $892K |
| Oxinas Partners, LLC | 0.48% | Reduce -10.3% | 8,730 | $815K |
| Capital Advisors, Ltd. LLC | 0.10% | No change | 8,294 | $774K |
| Atria Investments, Inc | 0.01% | Add +135.6% | 8,073 | $754K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 8,023 | $749K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -32.2% | 8,017 | $748K |
| Jane Street Group, LLC | 0.00% | Reduce -11.1% | 7,960 | $743K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.5% | 7,919 | $739K |
| Bison Wealth, LLC | 0.08% | — | 7,407 | $692K |
| Cooper Financial Group | 0.08% | Reduce -2.7% | 7,280 | $680K |
| CENTRAL TRUST Co | 0.02% | Add +1.7% | 7,172 | $670K |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 7,039 | $657K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 7,036 | $657K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.1% | 6,364 | $614K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -0.0% | 6,432 | $600K |
| Bordeaux Wealth Advisors LLC | 0.10% | Add +1.0% | 6,346 | $592K |
| Fort Point Capital Partners LLC | 0.06% | New | 6,097 | $569K |
| Interactive Financial Advisors, Inc. | 0.30% | Reduce -1.5% | 6,091 | $569K |
| Passive Capital Management, LLC. | 0.20% | No change | 6,062 | $566K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,936 | $554K |
| Savant Capital, LLC | 0.00% | Reduce -8.3% | 5,885 | $549K |
| Tranquility Partners, LLC | 0.21% | No change | 5,872 | $548K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,864 | $547K |
| Elk River Wealth Management LLC | 0.10% | Reduce -5.7% | 5,818 | $543K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $525K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.