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 |
| Nelson Capital Management, LLC | 0.08% | No change | 5,275 | $492K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 5,262 | $491K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.2% | 5,225 | $488K |
| IFG Advisory, LLC | 0.03% | New | 5,214 | $487K |
| Avior Wealth Management, LLC | 0.02% | No change | 5,089 | $475K |
| GSG Advisors LLC | 0.15% | Add +0.8% | 5,068 | $473K |
| FMR LLC | 0.00% | Add +27.3% | 5,040 | $471K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,976 | $465K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 4,892 | $457K |
| Park Avenue Securities LLC | 0.00% | New | 4,749 | $443K |
| National Bank of Canada | 0.00% | No change | 4,588 | $428K |
| Goldstone Financial Group, LLC | 0.07% | New | 4,497 | $420K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.3% | 4,491 | $419K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,450 | $415K |
| Avestar Capital, LLC | 0.04% | New | 4,439 | $415K |
| First Hawaiian Bank | 0.01% | No change | 4,427 | $413K |
| Maltin Wealth Management, Inc. | 0.20% | Add +1.0% | 4,372 | $408K |
| Fiduciary Trust Co | 0.01% | Add +20.1% | 4,195 | $392K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 4,144 | $387K |
| Monument Group Wealth Advisors, LLC | 0.27% | No change | 4,119 | $385K |
| Dakota Wealth Management | 0.01% | Reduce -90.2% | 4,106 | $383K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.3% | 4,036 | $377K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.3% | 4,034 | $377K |
| Jones Financial Companies LLLP | 0.00% | Add +171.3% | 3,985 | $372K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.5% | 3,770 | $352K |
| Western Wealth Management, LLC | 0.02% | Add +35.3% | 3,732 | $348K |
| Independent Advisor Alliance | 0.00% | New | 3,645 | $340K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -29.3% | 3,600 | $336K |
| Bank of New York Mellon Corp | 0.00% | Reduce -59.0% | 3,599 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.7% | 3,590 | $335K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +3.1% | 3,542 | $331K |
| Tilson Financial Group, Inc. | 0.13% | No change | 3,463 | $323K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.8% | 3,378 | $315K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $314K |
| Schnieders Capital Management LLC | 0.06% | No change | 3,340 | $312K |
| MSH Capital Advisors LLC | 0.10% | Add +5.7% | 3,328 | $311K |
| VAUGHAN & Co SECURITIES, INC. | 0.18% | No change | 3,243 | $303K |
| Brooklyn Investment Group | 0.09% | New | 3,176 | $297K |
| Edge Financial Advisors LLC | 0.25% | Add +1.0% | 3,038 | $284K |
| West Coast Financial LLC | 0.03% | No change | 3,000 | $280K |
| Transform Wealth, LLC | 0.02% | No change | 2,951 | $276K |
| Iams Wealth Management, LLC | 0.13% | New | 2,935 | $274K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 2,904 | $271K |
| Old National Bancorp | 0.01% | No change | 2,886 | $269K |
| Equitable Holdings, Inc. | 0.00% | Add +29.5% | 2,877 | $269K |
| Gemmer Asset Management LLC | 0.03% | New | 2,874 | $268K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 2,839 | $265K |
| Ranch Capital Advisors Inc. | 0.12% | Add +0.5% | 2,789 | $260K |
| Debussy Capital Management LP | 0.04% | New | 2,649 | $257K |
| Wedmont Private Capital | 0.01% | No change | 2,691 | $246K |
| KWB Wealth | 0.03% | Reduce -4.3% | 2,525 | $237K |
| Avant Capital LLC | 0.20% | — | 2,526 | $236K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,514 | $235K |
| Webster Bank, N. A. | 0.03% | No change | 2,510 | $234K |
| Choreo, LLC | 0.00% | No change | 2,505 | $234K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $234K |
| Friday Financial | 0.16% | — | 2,494 | $233K |
| City Center Advisors, LLC | 0.25% | New | 2,341 | $219K |
| Fulcrum Equity Management | 0.22% | New | 2,341 | $219K |
| US Bancorp \de | 0.00% | No change | 2,325 | $217K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.4% | 2,307 | $215K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $215K |
| Apella Capital, LLC | 0.01% | New | 2,255 | $211K |
| Financial Sense Advisors, Inc. | 0.07% | Add +0.2% | 2,252 | $210K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,238 | $209K |
| Lindbrook Capital, LLC | 0.02% | No change | 2,205 | $206K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -31.0% | 2,166 | $202K |
| Caldwell Sutter Capital, Inc. | 0.08% | Add +13.0% | 1,910 | $178K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.0% | 1,780 | $166K |
| Western Pacific Wealth Management, LP | 0.10% | Add +17.0% | 1,357 | $127K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,200 | $113K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,200 | $112K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 1,200 | $112K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $108K |
| Allworth Financial LP | 0.00% | No change | 1,100 | $104K |
| TruNorth Capital Management, LLC | 0.03% | No change | 1,072 | $100K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,067 | $100K |
| Bank of Montreal | 0.00% | No change | 1,055 | $98K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 1,008 | $94K |
| IFP Advisors, Inc | 0.00% | No change | 1,008 | $94K |
| Independence Bank of Kentucky | 0.01% | No change | 1,000 | $93K |
| Citigroup Inc. | 0.00% | Reduce -6.3% | 986 | $92K |
| Parvin Asset Management, LLC | 0.09% | — | 938 | $88K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.0% | 905 | $84K |
| LRI Investments, LLC | 0.01% | No change | 885 | $83K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 829 | $77K |
| First Command Advisory Services, Inc. | 0.00% | No change | 640 | $60K |
| Glenmede Trust Co. NA | 0.00% | No change | 600 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Add +104.8% | 555 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 554 | $52K |
| Salomon & Ludwin, LLC | 0.01% | No change | 514 | $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 |
| Crews Bank & Trust | 0.01% | — | 469 | $44K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.9% | 464 | $43K |
| NFSG Corp | 0.01% | Reduce -18.0% | 459 | $43K |
| PSI Advisors, LLC | 0.01% | No change | 417 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.2% | 417 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 412 | $38K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.0% | 407 | $38K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 402 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $37K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 384 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -76.2% | 368 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 309 | $29K |
| GAMMA Investing LLC | 0.00% | Add +8.7% | 287 | $27K |
| MAI Capital Management | 0.00% | New | 282 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 242 | $23K |
| Russell Investments Group, Ltd. | 0.00% | No change | 216 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 200 | $19K |
| Synergy Investment Management, LLC | 0.01% | — | 182 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $16K |
| Caldwell Trust Co | 0.00% | New | 150 | $14K |
| BlackRock, Inc. | 0.00% | New | 136 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 130 | $13K |
| Rialto Wealth Management, LLC | 0.00% | — | 125 | $12K |
| 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 -8.0% | 69 | $6K |
| Creative Financial Designs Inc. | 0.00% | Add +76.5% | 60 | $6K |
| Clark Wealth Partners | 0.00% | — | 52 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.9% | 35 | $3K |
| Catherine Avery Investment Management LLC | 0.00% | — | 32 | $3K |
| Signaturefd, LLC | 0.00% | No change | 26 | $2K |
| AE Wealth Management LLC | 0.00% | New | 16 | $1K |
| Assetmark, Inc. | 0.00% | No change | 12 | $1K |
| Lanark Financial, Inc. | 0.06% | — | 6 | $639 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $253 |
| Transce3nd, LLC | 0.00% | — | 1 | $93 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.