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 |
| Nelson Capital Management, LLC | 0.06% | No change | 4,945 | $475K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.9% | 4,901 | $470K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,845 | $465K |
| Jane Street Group, LLC | 0.00% | New | 4,805 | $461K |
| IFG Advisory, LLC | 0.02% | Reduce -7.7% | 4,792 | $460K |
| TFC Financial Management, Inc. | 0.06% | Add +3.2% | 4,780 | $459K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +9.3% | 4,701 | $451K |
| Uhlmann Price Securities, LLC | 0.32% | Reduce -60.8% | 4,674 | $449K |
| National Bank of Canada | 0.00% | No change | 4,501 | $432K |
| Avestar Capital, LLC | 0.03% | No change | 4,439 | $426K |
| MSH Capital Advisors LLC | 0.12% | Add +31.7% | 4,383 | $421K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.3% | 4,293 | $412K |
| Maltin Wealth Management, Inc. | 0.19% | Add +1.0% | 4,293 | $412K |
| Atria Investments, Inc | 0.00% | Reduce -1.1% | 4,247 | $408K |
| Capital Investment Advisors, LLC | 0.01% | No change | 4,214 | $404K |
| Fiduciary Trust Co | 0.01% | No change | 4,195 | $403K |
| Monument Group Wealth Advisors, LLC | 0.25% | No change | 4,119 | $395K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.3% | 4,111 | $395K |
| Summit Financial, LLC | 0.01% | New | 4,016 | $385K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.6% | 3,908 | $375K |
| Tempus Wealth Planning, LLC | 0.09% | No change | 3,906 | $375K |
| Evolution Wealth Management Inc. | 0.45% | — | 3,844 | $369K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.4% | 3,736 | $359K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +3.8% | 3,697 | $355K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 3,623 | $348K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.3% | 3,621 | $348K |
| Tilson Financial Group, Inc. | 0.13% | Add +0.9% | 3,494 | $335K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $322K |
| Schnieders Capital Management LLC | 0.06% | No change | 3,340 | $321K |
| Bank of New York Mellon Corp | 0.00% | Reduce -70.2% | 3,273 | $314K |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.0% | 3,261 | $313K |
| VAUGHAN & Co SECURITIES, INC. | 0.18% | No change | 3,243 | $311K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,239 | $311K |
| Mullooly Asset Management, Inc. | 0.13% | Add +1.0% | 3,228 | $310K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.1% | 3,217 | $309K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,200 | $307K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 3,194 | $307K |
| Edge Financial Advisors LLC | 0.16% | Add +1.0% | 3,089 | $296K |
| Cooper Financial Group | 0.03% | Reduce -17.1% | 3,082 | $296K |
| Blue Trust, Inc. | 0.00% | Add +361.5% | 3,009 | $289K |
| Cerity Partners LLC | 0.00% | New | 3,000 | $288K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | New | 2,993 | $287K |
| Old National Bancorp | 0.00% | No change | 2,886 | $277K |
| Ranch Capital Advisors Inc. | 0.12% | Add +0.6% | 2,816 | $270K |
| Friday Financial | 0.13% | No change | 2,754 | $264K |
| Wick Capital Partners, LLC | 0.07% | Add +66.2% | 4,473 | $258K |
| KWB Wealth | 0.03% | Reduce -0.7% | 2,583 | $256K |
| Debussy Capital Management LP | 0.04% | Reduce -6.5% | 2,664 | $256K |
| Revisor Wealth Management LLC | 0.09% | No change | 2,495 | $246K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,514 | $241K |
| Webster Bank, N. A. | 0.02% | No change | 2,510 | $241K |
| Choreo, LLC | 0.00% | No change | 2,505 | $240K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $240K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -7.4% | 2,494 | $239K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +18.9% | 2,456 | $236K |
| Avant Capital LLC | 0.18% | Reduce -3.2% | 2,450 | $235K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 2,442 | $234K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -55.4% | 2,400 | $230K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,325 | $223K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $221K |
| RFG Advisory, LLC | 0.01% | New | 2,287 | $220K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 2,275 | $218K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 2,238 | $215K |
| Apella Capital, LLC | 0.01% | Reduce -2.5% | 2,192 | $214K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -1.5% | 2,222 | $213K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,211 | $212K |
| 17 Capital Partners, LLC | 0.12% | New | 2,209 | $212K |
| Gemmer Asset Management LLC | 0.02% | Reduce -23.4% | 2,201 | $211K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -12.2% | 2,115 | $203K |
| Fifth Third Securities, Inc. | 0.01% | New | 2,087 | $200K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,783 | $171K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,312 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.4% | 1,210 | $116K |
| Fifth Third Bancorp | 0.00% | No change | 1,200 | $115K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +10.8% | 1,182 | $113K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $111K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +9.3% | 1,102 | $106K |
| CoreCap Advisors, LLC | 0.00% | Add +21.1% | 1,096 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.9% | 1,085 | $104K |
| IFP Advisors, Inc | 0.00% | Add +1.9% | 1,027 | $99K |
| Independence Bank of Kentucky | 0.01% | No change | 1,000 | $96K |
| Citigroup Inc. | 0.00% | No change | 986 | $95K |
| Western Pacific Wealth Management, LP | 0.09% | Reduce -28.4% | 972 | $93K |
| Citizens National Bank Trust Department | 0.02% | No change | 939 | $90K |
| Parvin Asset Management, LLC | 0.09% | No change | 938 | $90K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 834 | $80K |
| TruNorth Capital Management, LLC | 0.02% | No change | 800 | $77K |
| Ameritas Advisory Services, LLC | 0.00% | New | 707 | $68K |
| First Command Advisory Services, Inc. | 0.00% | No change | 698 | $67K |
| Bank of Montreal | 0.00% | Reduce -37.0% | 665 | $64K |
| Glenmede Investment Management, LP | 0.00% | — | 600 | $58K |
| Salomon & Ludwin, LLC | 0.01% | No change | 514 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $48K |
| Frazier Financial Advisors, LLC | 0.03% | Add +1.1% | 472 | $45K |
| Key Financial Inc | 0.01% | No change | 470 | $45K |
| Crews Bank & Trust | 0.01% | No change | 469 | $45K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 456 | $44K |
| Colonial Trust Co / SC | 0.01% | Reduce -10.8% | 446 | $43K |
| Principal Securities, Inc. | 0.00% | Add +2.9% | 424 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.9% | 423 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $40K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 408 | $39K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $38K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 387 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 374 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.3% | 312 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -28.5% | 309 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 309 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 287 | $28K |
| MAI Capital Management | 0.00% | No change | 282 | $27K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.9% | 267 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 246 | $24K |
| Russell Investments Group, Ltd. | 0.00% | No change | 216 | $21K |
| Asset Dedication, LLC | 0.00% | New | 215 | $21K |
| Arax Advisory Partners | 0.00% | New | 200 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $16K |
| Caldwell Trust Co | 0.00% | No change | 150 | $14K |
| BlackRock, Inc. | 0.00% | No change | 136 | $13K |
| Hanson & Doremus Investment Management | 0.00% | New | 135 | $13K |
| Total Investment Management Inc. | 0.00% | New | 129 | $12K |
| 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% | No change | 100 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 98 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 68 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 49 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -51.4% | 34 | $3K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 32 | $3K |
| Signaturefd, LLC | 0.00% | No change | 26 | $2K |
| Assetmark, Inc. | 0.00% | No change | 12 | $1K |
| Transce3nd, LLC | 0.00% | Add +400.0% | 5 | $480 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $264 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.