Wisdomtree US High DividendDHSETF
13F holders, Q2 2025 (June 30)232holders +6
17new positions
11sold out
$95.93avg. 13F price*
At the end of Q2 2025, 232 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 6 from Q1 2025. 17 opened new positions and 11 sold out. The largest holders were Cwm, LLC ($81.0M), Wells Fargo & Company ($48.3M) and LPL Financial LLC ($40.6M).
- Company
- Wisdomtree US High Dividend
- CUSIP
- 97717W208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.0M |
| Exits | 11 | $17.9M |
All 13F filers, Q1 2025 → Q2 2025: 619,308 shares bought and 330,804 shares sold, net +288,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Cwm, LLC | 0.29% | Reduce -1.2% | 844,212 | $81.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 502,731 | $48.3M |
| LPL Financial LLC | 0.01% | Reduce -3.3% | 423,221 | $40.6M |
| Bank of America Corp. | 0.00% | Add +9.6% | 405,319 | $38.9M |
| Cetera Investment Advisers | 0.06% | Add +0.6% | 375,540 | $36.0M |
| Linscomb Wealth, Inc. | 1.52% | Reduce -2.0% | 345,217 | $33.1M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 302,065 | $29.0M |
| Focus Partners Wealth | 0.04% | Add +66.0% | 216,121 | $20.7M |
| Invenio Wealth Partners LLC | 7.90% | Add +2.7% | 206,980 | $19.9M |
| Mb, Levis & Associates, LLC | 6.74% | Add +0.3% | 159,831 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Add +57.0% | 131,632 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +607.0% | 120,395 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.9% | 103,549 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +20.7% | 100,221 | $9.6M |
| Stonebridge Wealth Management, LLC | 9.12% | — | 98,470 | $9.5M |
| 1 North Wealth Services LLC | 3.63% | New | 95,355 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 95,099 | $9.1M |
| UBS Group AG | 0.00% | Add +21.4% | 81,615 | $7.8M |
| Evanson Asset Management, LLC | 0.48% | Reduce -1.4% | 79,833 | $7.7M |
| Mariner, LLC | 0.01% | Add +7.2% | 78,918 | $7.6M |
| Private Advisor Group, LLC | 0.03% | Add +62.8% | 63,591 | $6.1M |
| Precedent Wealth Partners, LLC | 1.41% | Reduce -3.5% | 60,052 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +5.7% | 52,300 | $5.0M |
| Good Life Advisors, LLC | 0.30% | Add +0.5% | 49,409 | $4.7M |
| Wealthspire Retirement, LLC | 0.30% | Add +1.2% | 47,525 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.3% | 44,307 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +18.5% | 42,636 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 37,343 | $3.6M |
| FFG Retirement Advisors LLC | 2.21% | Add +1.4% | 36,690 | $3.5M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.8% | 34,509 | $3.4M |
| PBMares Wealth Management LLC | 0.61% | Add +1.5% | 34,902 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +465.8% | 33,896 | $3.2M |
| LVM Capital Management Ltd. | 0.34% | Reduce -15.3% | 33,667 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -34.2% | 31,455 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +603.8% | 31,120 | $3.0M |
| MML Investors Services, LLC | 0.01% | No change | 30,143 | $2.9M |
| Global Retirement Partners, LLC | 0.07% | — | 28,970 | $2.8M |
| Commerce Bank | 0.01% | Reduce -2.5% | 24,800 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +27.4% | 24,011 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +4.8% | 23,972 | $2.3M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -2.2% | 23,459 | $2.3M |
| JT Stratford LLC | 0.34% | Add +14.1% | 23,009 | $2.2M |
| Blair William & Co. | 0.01% | Add +9.5% | 22,145 | $2.1M |
| ArchPoint Investors | 0.62% | Reduce -5.8% | 21,825 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -29.0% | 20,495 | $2.0M |
| Creative Planning | 0.00% | Add +0.1% | 20,144 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -8.3% | 18,981 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.39% | Reduce -0.2% | 17,257 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -8.3% | 16,613 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +61.3% | 15,872 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.90% | Add +7.3% | 15,829 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -1.3% | 15,823 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +297.4% | 15,726 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.48% | Add +2.6% | 14,930 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +25.3% | 14,828 | $1.4M |
| Cadence Bank | 0.09% | Reduce -0.2% | 14,748 | $1.4M |
| Community Bank, N.A. | 0.18% | Reduce -0.9% | 14,340 | $1.4M |
| Northern Trust Corp. | 0.00% | No change | 13,545 | $1.3M |
| Axis Wealth Partners, LLC | 0.81% | Reduce -5.3% | 13,808 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.7% | 12,465 | $1.2M |
| Keebeck Wealth Management | 0.15% | No change | 12,042 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.2% | 11,909 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 11,679 | $1.1M |
| Saxon Interests, Inc. | 0.51% | No change | 10,922 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +5.7% | 11,284 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 11,153 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +3.7% | 11,102 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.6% | 10,326 | $1.0M |
| Melone Private Wealth, LLC | 0.52% | Add +0.2% | 10,581 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.1% | 10,272 | $986K |
| SBI Securities Co., Ltd. | 0.03% | Add +3.9% | 10,076 | $967K |
| CENTRAL TRUST Co | 0.02% | Add +37.3% | 9,956 | $956K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.4% | 8,947 | $865K |
| Virtus Family Office LLC | 1.08% | Reduce -40.6% | 8,784 | $843K |
| Oxinas Partners, LLC | 0.42% | Reduce -1.2% | 8,465 | $812K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +0.1% | 8,301 | $797K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.5% | 7,997 | $768K |
| Comerica Bank | 0.00% | Reduce -55.2% | 7,636 | $733K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +53.1% | 7,619 | $731K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 7,583 | $728K |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 7,527 | $722K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.5% | 6,903 | $663K |
| ShoreHaven Wealth Partners, LLC | 0.26% | Reduce -61.5% | 6,684 | $642K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +59381.8% | 6,543 | $628K |
| Farther Finance Advisors, LLC | 0.01% | Add +27.0% | 6,258 | $601K |
| FMR LLC | 0.00% | Add +22.4% | 6,148 | $590K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -4.9% | 6,084 | $584K |
| Interactive Financial Advisors, Inc. | 0.28% | Reduce -0.7% | 5,904 | $567K |
| Savant Capital, LLC | 0.00% | No change | 5,885 | $565K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 5,878 | $564K |
| Tranquility Partners, LLC | 0.20% | No change | 5,872 | $564K |
| Passive Capital Management, LLC. | 0.17% | No change | 5,762 | $561K |
| Elk River Wealth Management LLC | 0.10% | Reduce -0.6% | 5,782 | $555K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $540K |
| Lanark Financial, Inc. | 0.04% | Reduce -9.8% | 5,290 | $507K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 5,262 | $505K |
| Integrated Wealth Concepts LLC | 0.01% | Add +55.1% | 5,151 | $494K |
| GSG Advisors LLC | 0.14% | Add +0.6% | 5,118 | $491K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +58.5% | 5,014 | $481K |
| GTS Securities LLC | 0.02% | No change | 4,957 | $476K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.