Wisdomtree US High DividendDHSETF
13F holders, Q3 2025 (September 30)233holders +1
17new positions
12sold out
1famous investor
$100.74avg. 13F price*
At the end of Q3 2025, 233 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 1 from Q2 2025. 17 opened new positions and 12 sold out. The largest holders were Cwm, LLC ($86.6M), Wells Fargo & Company ($53.9M) and Bank of America Corp. ($42.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US High Dividend
- CUSIP
- 97717W208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.9M |
| Exits | 12 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 301,444 shares bought and 195,149 shares sold, net +106,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Cwm, LLC | 0.26% | Add +1.8% | 859,127 | $86.6M |
| Wells Fargo & Company | 0.01% | Add +6.4% | 535,084 | $53.9M |
| Bank of America Corp. | 0.00% | Add +4.1% | 422,000 | $42.5M |
| LPL Financial LLC | 0.01% | Reduce -2.0% | 414,804 | $41.8M |
| Cetera Investment Advisers | 0.05% | Add +3.1% | 387,192 | $39.0M |
| Linscomb Wealth, Inc. | 1.47% | Reduce -2.2% | 337,657 | $34.0M |
| Morgan Stanley | 0.00% | Add +1.9% | 307,659 | $31.0M |
| Invenio Wealth Partners LLC | 7.05% | Reduce -7.0% | 192,417 | $19.4M |
| Focus Partners Wealth | 0.03% | Reduce -18.8% | 175,530 | $17.6M |
| Mb, Levis & Associates, LLC | 6.94% | Reduce -0.4% | 159,151 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 138,460 | $13.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.4% | 117,566 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 115,921 | $11.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.1% | 98,099 | $9.9M |
| Stonebridge Wealth Management, LLC | 8.83% | Reduce -2.4% | 96,135 | $9.7M |
| UBS Group AG | 0.00% | Add +15.5% | 94,247 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 93,626 | $9.4M |
| Mariner, LLC | 0.01% | Add +3.9% | 82,007 | $8.3M |
| Evanson Asset Management, LLC | 0.45% | Add +0.1% | 79,915 | $8.1M |
| Private Advisor Group, LLC | 0.03% | Add +6.0% | 67,383 | $6.8M |
| 1 North Wealth Services LLC | 2.59% | Reduce -34.2% | 62,765 | $6.3M |
| Precedent Wealth Partners, LLC | 1.33% | Reduce -0.1% | 59,976 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +13.8% | 59,528 | $6.0M |
| Wealthspire Retirement, LLC | 0.33% | Add +6.6% | 50,643 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.7% | 49,937 | $5.0M |
| Global Retirement Partners, LLC | 0.11% | Add +63.0% | 47,236 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.5% | 43,410 | $4.4M |
| FFG Retirement Advisors LLC | 2.69% | Add +17.3% | 43,041 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 42,752 | $4.3M |
| PBMares Wealth Management LLC | 0.56% | Reduce -1.0% | 34,554 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 34,277 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.2% | 34,045 | $3.4M |
| Mutual Advisors, LLC | 0.08% | Reduce -1.3% | 34,068 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.8% | 33,295 | $3.3M |
| LVM Capital Management Ltd. | 0.31% | Reduce -4.2% | 32,259 | $3.3M |
| GTS Securities LLC | 0.12% | Add +511.4% | 30,307 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -4.3% | 28,846 | $2.9M |
| JT Stratford LLC | 0.37% | Add +17.2% | 26,963 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +6.4% | 25,513 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +59.9% | 25,147 | $2.5M |
| Commerce Bank | 0.01% | Add +1.3% | 25,120 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.3% | 25,054 | $2.5M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -2.8% | 22,815 | $2.3M |
| Blair William & Co. | 0.01% | No change | 22,145 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.7% | 21,869 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +12.6% | 21,370 | $2.2M |
| Creative Planning | 0.00% | No change | 20,144 | $2.0M |
| CENTRAL TRUST Co | 0.04% | Add +81.7% | 18,085 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.38% | Reduce -0.6% | 17,157 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.92% | Add +5.1% | 16,643 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +11.4% | 16,525 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.3% | 15,925 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -0.1% | 15,806 | $1.6M |
| Virtus Family Office LLC | 1.41% | Add +70.7% | 14,995 | $1.5M |
| Cadence Bank | 0.09% | Reduce -1.0% | 14,603 | $1.5M |
| Keebeck Wealth Management | 0.17% | Add +21.3% | 14,602 | $1.5M |
| Community Bank, N.A. | 0.17% | No change | 14,340 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.4% | 14,142 | $1.4M |
| Pension & Wealth Management Advisors, Inc. | 0.44% | Reduce -7.3% | 13,844 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -17.1% | 13,774 | $1.4M |
| Axis Wealth Partners, LLC | 0.79% | Reduce -1.8% | 13,557 | $1.4M |
| Uhlmann Price Securities, LLC | 0.76% | Add +162.8% | 12,281 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 12,014 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.44% | Add +77.4% | 11,857 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.0% | 11,791 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.8% | 11,596 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -16.2% | 11,345 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +1.2% | 11,238 | $1.1M |
| Melone Private Wealth, LLC | 0.50% | Add +3.4% | 10,938 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.1% | 10,697 | $1.1M |
| ArchPoint Investors | 0.29% | Reduce -52.4% | 10,400 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.1% | 10,264 | $1.0M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -2.4% | 9,836 | $991K |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 9,049 | $912K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +83.6% | 8,895 | $896K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.1% | 8,762 | $883K |
| Oxinas Partners, LLC | 0.46% | No change | 8,465 | $853K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -1.1% | 8,209 | $827K |
| Comerica Bank | 0.00% | Reduce -1.1% | 7,550 | $761K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -6.1% | 7,507 | $756K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -27.8% | 7,451 | $751K |
| Fifth Third Securities, Inc. | 0.05% | Add +257.0% | 7,451 | $751K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 6,951 | $700K |
| Maridea Wealth Management LLC | 0.11% | New | 6,764 | $682K |
| FMR LLC | 0.00% | Add +7.3% | 6,596 | $665K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.3% | 6,587 | $664K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.2% | 6,353 | $640K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -0.0% | 6,082 | $613K |
| Savant Capital, LLC | 0.00% | No change | 5,885 | $593K |
| Passive Capital Management, LLC. | 0.19% | No change | 5,762 | $591K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $567K |
| Elk River Wealth Management LLC | 0.09% | Reduce -5.0% | 5,495 | $554K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.6% | 5,312 | $535K |
| AQR Capital Management | 0.00% | New | 5,293 | $533K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -2.0% | 5,159 | $520K |
| Nelson Capital Management, LLC | 0.06% | No change | 4,945 | $498K |
| MSH Capital Advisors LLC | 0.13% | Add +12.7% | 4,939 | $498K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.2% | 4,933 | $497K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +3.7% | 4,876 | $491K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -36.0% | 4,873 | $491K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.