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 |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.8% | 4,948 | $491K |
| Nelson Capital Management, LLC | 0.08% | Reduce -6.3% | 4,945 | $490K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 4,893 | $485K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,929 | $484K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.9% | 4,845 | $480K |
| GSG Advisors LLC | 0.15% | Add +0.4% | 5,088 | $465K |
| TFC Financial Management, Inc. | 0.07% | New | 4,630 | $459K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 4,501 | $446K |
| Avestar Capital, LLC | 0.04% | No change | 4,439 | $440K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.8% | 4,422 | $438K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +6.6% | 4,301 | $426K |
| Atria Investments, Inc | 0.01% | Reduce -46.8% | 4,296 | $426K |
| Maltin Wealth Management, Inc. | 0.20% | Reduce -2.8% | 4,250 | $421K |
| Capital Investment Advisors, LLC | 0.01% | New | 4,214 | $418K |
| Fiduciary Trust Co | 0.01% | No change | 4,195 | $416K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 4,127 | $409K |
| Monument Group Wealth Advisors, LLC | 0.28% | No change | 4,119 | $408K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.1% | 4,039 | $401K |
| Western Wealth Management, LLC | 0.03% | Add +6.9% | 3,990 | $396K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.4% | 3,971 | $394K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.4% | 3,957 | $392K |
| Tempus Wealth Planning, LLC | 0.12% | New | 3,906 | $387K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.6% | 3,869 | $384K |
| Cooper Financial Group | 0.05% | Reduce -48.9% | 3,717 | $369K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.4% | 3,603 | $357K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.6% | 3,563 | $353K |
| Tilson Financial Group, Inc. | 0.14% | No change | 3,463 | $343K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $333K |
| Schnieders Capital Management LLC | 0.07% | No change | 3,340 | $331K |
| MSH Capital Advisors LLC | 0.10% | No change | 3,328 | $330K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -26.1% | 3,320 | $329K |
| Equitable Holdings, Inc. | 0.00% | Add +14.3% | 3,287 | $326K |
| VAUGHAN & Co SECURITIES, INC. | 0.20% | No change | 3,243 | $322K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.1% | 3,200 | $317K |
| Mullooly Asset Management, Inc. | 0.14% | — | 3,197 | $317K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 3,182 | $314K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +8.9% | 3,164 | $314K |
| Edge Financial Advisors LLC | 0.19% | Add +0.7% | 3,058 | $303K |
| West Coast Financial LLC | 0.03% | No change | 3,000 | $297K |
| Transform Wealth, LLC | 0.02% | No change | 2,951 | $293K |
| Old National Bancorp | 0.01% | No change | 2,886 | $286K |
| Gemmer Asset Management LLC | 0.03% | No change | 2,874 | $285K |
| Debussy Capital Management LP | 0.05% | Add +7.6% | 2,850 | $283K |
| Ranch Capital Advisors Inc. | 0.13% | Add +0.4% | 2,800 | $278K |
| Friday Financial | 0.16% | Add +10.4% | 2,754 | $271K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.2% | 2,692 | $267K |
| Wick Capital Partners, LLC | 0.08% | New | 2,691 | $267K |
| Avant Capital LLC | 0.21% | Add +0.2% | 2,530 | $251K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,514 | $249K |
| Webster Bank, N. A. | 0.03% | No change | 2,510 | $249K |
| Choreo, LLC | 0.00% | No change | 2,505 | $248K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $248K |
| Revisor Wealth Management LLC | 0.11% | New | 2,495 | $247K |
| KWB Wealth | 0.03% | Add +3.0% | 2,600 | $243K |
| Ieq Capital, LLC | 0.00% | New | 2,417 | $240K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,408 | $239K |
| US Bancorp \de | 0.00% | No change | 2,325 | $231K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.3% | 2,314 | $229K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $229K |
| Financial Sense Advisors, Inc. | 0.06% | Add +0.2% | 2,256 | $224K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,238 | $222K |
| Lindbrook Capital, LLC | 0.02% | No change | 2,205 | $219K |
| Bison Wealth, LLC | 0.02% | Reduce -71.4% | 2,117 | $210K |
| Apella Capital, LLC | 0.01% | Reduce -0.3% | 2,249 | $205K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +8.2% | 2,066 | $205K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 1,781 | $177K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 1,357 | $135K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,350 | $134K |
| Fifth Third Bancorp | 0.00% | No change | 1,200 | $119K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $115K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,067 | $106K |
| Bank of Montreal | 0.00% | No change | 1,055 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +86.6% | 1,034 | $103K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,008 | $100K |
| IFP Advisors, Inc | 0.00% | No change | 1,008 | $100K |
| Independence Bank of Kentucky | 0.02% | No change | 1,000 | $99K |
| Citigroup Inc. | 0.00% | No change | 986 | $98K |
| Citizens National Bank Trust Department | 0.02% | New | 939 | $93K |
| Parvin Asset Management, LLC | 0.10% | No change | 938 | $93K |
| CoreCap Advisors, LLC | 0.00% | No change | 905 | $90K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 831 | $82K |
| TruNorth Capital Management, LLC | 0.02% | Reduce -25.4% | 800 | $79K |
| First Command Advisory Services, Inc. | 0.00% | Add +9.1% | 698 | $69K |
| Blue Trust, Inc. | 0.00% | Add +62.2% | 652 | $65K |
| Glenmede Trust Co. NA | 0.00% | No change | 600 | $59K |
| Salomon & Ludwin, LLC | 0.01% | No change | 514 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $50K |
| Key Financial Inc | 0.01% | No change | 470 | $47K |
| Crews Bank & Trust | 0.01% | No change | 469 | $47K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.7% | 467 | $46K |
| Opal Wealth Advisors, LLC | 0.01% | New | 456 | $45K |
| N.E.W. Advisory Services LLC | 0.00% | New | 432 | $43K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 419 | $42K |
| PSI Advisors, LLC | 0.01% | No change | 417 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $41K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -26.1% | 410 | $41K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 412 | $38K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 385 | $38K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 370 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 309 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 287 | $28K |
| MAI Capital Management | 0.00% | No change | 282 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +605.7% | 247 | $24K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 244 | $24K |
| Russell Investments Group, Ltd. | 0.00% | No change | 216 | $21K |
| NorthRock Partners, LLC | 0.00% | New | 209 | $21K |
| Synergy Investment Management, LLC | 0.01% | No change | 182 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $17K |
| Caldwell Trust Co | 0.00% | No change | 150 | $15K |
| BlackRock, Inc. | 0.00% | No change | 136 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 125 | $12K |
| Private Trust Co. NA | 0.00% | No change | 120 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 100 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 98 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +16.7% | 70 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -1.4% | 68 | $7K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 32 | $3K |
| Signaturefd, LLC | 0.00% | No change | 26 | $3K |
| AE Wealth Management LLC | 0.00% | Add +18.8% | 19 | $2K |
| Assetmark, Inc. | 0.00% | No change | 12 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 11 | $1K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $253 |
| Brooklyn Investment Group | 0.00% | Reduce -100.0% | 1 | $100 |
| Transce3nd, LLC | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.