Wisdomtree US High DividendDHSETF
13F holders, Q1 2025 (March 31)226holders −5
19new positions
22sold out
1famous investor
$99.09avg. 13F price*
At the end of Q1 2025, 226 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, down 5 from Q4 2024. 19 opened new positions and 22 sold out. The largest holders were Cwm, LLC ($84.7M), Wells Fargo & Company ($50.5M) and LPL Financial LLC ($43.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.2M |
| Exits | 22 | $10.3M |
All 13F filers, Q4 2024 → Q1 2025: 479,352 shares bought and 464,727 shares sold, net +14,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Cwm, LLC | 0.34% | Reduce -2.8% | 854,291 | $84.7M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 508,925 | $50.5M |
| LPL Financial LLC | 0.02% | Add +12.7% | 437,671 | $43.4M |
| Cetera Investment Advisers | 0.07% | Add +6.4% | 373,316 | $37.0M |
| Bank of America Corp. | 0.00% | Add +6.8% | 369,924 | $36.7M |
| Linscomb Wealth, Inc. | 1.74% | Reduce -2.1% | 352,105 | $34.9M |
| Morgan Stanley | 0.00% | Add +14.6% | 305,542 | $30.3M |
| Invenio Wealth Partners LLC | 8.39% | Reduce -7.0% | 201,554 | $20.0M |
| Mb, Levis & Associates, LLC | 7.34% | Add +0.5% | 159,396 | $15.8M |
| Focus Partners Wealth | 0.03% | Reduce -21.5% | 130,178 | $12.9M |
| Win Advisors, Inc. | 5.21% | New | 102,291 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.7% | 94,155 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.9% | 83,841 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.2% | 83,021 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.9% | 82,282 | $8.2M |
| Evanson Asset Management, LLC | 0.57% | Reduce -0.4% | 80,984 | $8.0M |
| Mariner, LLC | 0.01% | Add +11.7% | 73,626 | $7.3M |
| UBS Group AG | 0.00% | Reduce -11.9% | 67,224 | $6.7M |
| Precedent Wealth Partners, LLC | 1.71% | Add +5.2% | 62,258 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 57,789 | $5.7M |
| One Capital Management, LLC | 0.17% | New | 51,434 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 49,462 | $4.9M |
| Good Life Advisors, LLC | 0.34% | Reduce -0.9% | 49,142 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +64.9% | 47,775 | $4.7M |
| Wealthspire Retirement, LLC | 0.37% | Add +1.1% | 46,975 | $4.7M |
| LVM Capital Management Ltd. | 0.44% | Reduce -10.2% | 39,735 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 39,062 | $3.9M |
| FFG Retirement Advisors LLC | 2.44% | Reduce -3.1% | 36,169 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.8% | 35,977 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.2% | 35,073 | $3.5M |
| PBMares Wealth Management LLC | 0.68% | Reduce -0.0% | 34,394 | $3.4M |
| Mutual Advisors, LLC | 0.09% | Reduce -1.4% | 34,803 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -23.0% | 30,143 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +31.9% | 28,848 | $2.9M |
| Commerce Bank | 0.02% | Reduce -4.3% | 25,445 | $2.5M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -1.1% | 23,980 | $2.4M |
| ArchPoint Investors | 0.76% | Add +90.3% | 23,175 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 22,885 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +5.6% | 20,700 | $2.1M |
| Blair William & Co. | 0.01% | Add +2.2% | 20,220 | $2.0M |
| JT Stratford LLC | 0.36% | Add +75.0% | 20,171 | $2.0M |
| Creative Planning | 0.00% | Reduce -10.6% | 20,133 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -43.6% | 18,846 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -43.6% | 18,846 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -15.4% | 18,113 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.82% | Add +1.8% | 17,356 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.41% | Reduce -1.6% | 17,298 | $1.7M |
| Comerica Bank | 0.01% | Add +3.4% | 17,044 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.8% | 17,028 | $1.7M |
| World Investment Advisors | 0.04% | Reduce -1.8% | 16,023 | $1.6M |
| Virtus Family Office LLC | 1.88% | Reduce -0.6% | 14,787 | $1.5M |
| Cadence Bank | 0.10% | Reduce -16.2% | 14,773 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.94% | Add +4.9% | 14,745 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.54% | Add +11.4% | 14,558 | $1.4M |
| Community Bank, N.A. | 0.19% | Reduce -4.8% | 14,466 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -8.5% | 13,545 | $1.3M |
| Axis Wealth Partners, LLC | 0.98% | Reduce -5.3% | 14,573 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +111.0% | 12,527 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | New | 12,056 | $1.2M |
| Keebeck Wealth Management | 0.18% | No change | 12,042 | $1.2M |
| Uhlmann Price Securities, LLC | 0.87% | Add +3.8% | 11,908 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.3% | 11,869 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +5.2% | 11,831 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Reduce -6.8% | 11,593 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -40.4% | 11,576 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +0.2% | 11,325 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +205.4% | 10,990 | $1.1M |
| Saxon Interests, Inc. | 0.51% | New | 10,922 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -51.5% | 10,707 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +104.3% | 10,676 | $1.1M |
| Melone Private Wealth, LLC | 0.55% | Add +0.1% | 10,561 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.6% | 10,287 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +22.7% | 9,843 | $976K |
| SBI Securities Co., Ltd. | 0.03% | Add +1.2% | 9,698 | $962K |
| Advisory Services Network, LLC | 0.02% | Reduce -38.8% | 9,168 | $909K |
| Oxinas Partners, LLC | 0.50% | Reduce -1.9% | 8,565 | $849K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 8,294 | $822K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.9% | 8,083 | $802K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.5% | 7,959 | $789K |
| CENTRAL TRUST Co | 0.02% | Add +1.1% | 7,251 | $719K |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 7,103 | $705K |
| Waterloo Capital, L.P. | 0.06% | New | 6,458 | $640K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -0.6% | 6,396 | $634K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,364 | $631K |
| Interactive Financial Advisors, Inc. | 0.31% | Reduce -2.4% | 5,947 | $590K |
| Jones Financial Companies LLLP | 0.00% | Add +50.3% | 5,991 | $587K |
| Savant Capital, LLC | 0.00% | No change | 5,885 | $584K |
| Tranquility Partners, LLC | 0.22% | No change | 5,872 | $582K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,864 | $581K |
| Lanark Financial, Inc. | 0.05% | — | 5,863 | $581K |
| Elk River Wealth Management LLC | 0.11% | No change | 5,818 | $577K |
| Passive Capital Management, LLC. | 0.18% | Reduce -5.0% | 5,762 | $571K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $558K |
| Citadel Advisors | 0.00% | Reduce -50.8% | 5,446 | $540K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -89.6% | 5,376 | $533K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 5,262 | $522K |
| IFG Advisory, LLC | 0.03% | Reduce -0.4% | 5,194 | $515K |
| FMR LLC | 0.00% | Reduce -0.4% | 5,021 | $498K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,976 | $493K |
| GTS Securities LLC | 0.02% | Reduce -48.1% | 4,957 | $492K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.