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 |
| GSG Advisors LLC | 0.13% | Reduce -5.4% | 4,843 | $490K |
| Interactive Financial Advisors, Inc. | 0.26% | Reduce -19.9% | 4,728 | $476K |
| Avior Wealth Management, LLC | 0.01% | Reduce -6.2% | 4,596 | $463K |
| National Bank of Canada | 0.00% | No change | 4,501 | $453K |
| Avestar Capital, LLC | 0.03% | No change | 4,439 | $447K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -32.2% | 4,436 | $447K |
| IFG Advisory, LLC | 0.02% | Reduce -8.8% | 4,370 | $440K |
| Atria Investments, Inc | 0.01% | Add +2.9% | 4,368 | $440K |
| TFC Financial Management, Inc. | 0.06% | Reduce -8.7% | 4,366 | $440K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.1% | 4,344 | $438K |
| Maltin Wealth Management, Inc. | 0.18% | Add +0.8% | 4,329 | $436K |
| Fiduciary Trust Co | 0.00% | No change | 4,195 | $423K |
| Lanark Financial, Inc. | 0.03% | Reduce -21.4% | 4,160 | $419K |
| Park Avenue Securities LLC | 0.00% | Add +5.4% | 4,120 | $415K |
| Tempus Wealth Planning, LLC | 0.09% | Add +2.2% | 3,992 | $402K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.5% | 3,884 | $391K |
| Summit Financial, LLC | 0.01% | Reduce -3.3% | 3,884 | $391K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 3,738 | $377K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +0.8% | 3,726 | $375K |
| Evolution Wealth Management Inc. | 0.38% | Reduce -4.7% | 3,663 | $369K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 3,640 | $367K |
| Tilson Financial Group, Inc. | 0.12% | Add +0.7% | 3,520 | $355K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.8% | 3,412 | $344K |
| Apollon Wealth Management, LLC | 0.01% | Add +35.2% | 3,373 | $340K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $338K |
| Tranquility Partners, LLC | 0.11% | Reduce -42.8% | 3,357 | $338K |
| Schnieders Capital Management, Llc. | 0.05% | — | 3,340 | $337K |
| Mullooly Asset Management, Inc. | 0.13% | Add +0.8% | 3,254 | $328K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 3,252 | $328K |
| VAUGHAN & Co SECURITIES, INC. | 0.17% | No change | 3,243 | $327K |
| Edge Financial Advisors LLC | 0.14% | Add +0.8% | 3,115 | $314K |
| Blue Trust, Inc. | 0.00% | No change | 3,009 | $303K |
| Cerity Partners LLC | 0.00% | No change | 3,000 | $302K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 2,993 | $302K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.3% | 2,981 | $300K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.4% | 2,900 | $292K |
| Old National Bancorp | 0.01% | No change | 2,886 | $291K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -43.3% | 2,843 | $287K |
| Ranch Capital Advisors Inc. | 0.11% | Add +0.5% | 2,831 | $285K |
| Cooper Financial Group | 0.03% | Reduce -9.2% | 2,798 | $282K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -23.8% | 2,758 | $278K |
| Friday Financial | 0.12% | No change | 2,754 | $277K |
| Wick Capital Partners, LLC | 0.06% | Reduce -39.8% | 2,691 | $271K |
| Debussy Capital Management LP | 0.04% | No change | 2,664 | $268K |
| 17 Capital Partners, LLC | 0.14% | Add +18.7% | 2,622 | $264K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,555 | $257K |
| Optiver Holding B.V. | 0.00% | New | 2,549 | $257K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,521 | $254K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,514 | $253K |
| Webster Bank, N. A. | 0.02% | No change | 2,510 | $253K |
| Choreo, LLC | 0.00% | No change | 2,505 | $252K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $252K |
| Revisor Wealth Management LLC | 0.09% | No change | 2,495 | $250K |
| Ieq Capital, LLC | 0.00% | Add +0.9% | 2,463 | $248K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -1.4% | 2,421 | $244K |
| KWB Wealth | 0.03% | Reduce -2.6% | 2,516 | $241K |
| Avant Capital LLC | 0.17% | Reduce -3.3% | 2,370 | $239K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.4% | 2,334 | $235K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $232K |
| US Bancorp \de | 0.00% | No change | 2,275 | $229K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -6.0% | 2,257 | $227K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 2,238 | $225K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -0.6% | 2,209 | $223K |
| Gemmer Asset Management LLC | 0.02% | No change | 2,201 | $222K |
| Apella Capital, LLC | 0.00% | Add +0.1% | 2,195 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 2,115 | $213K |
| &partners | 0.00% | New | 2,046 | $206K |
| Delta Capital Management LLC | 0.11% | New | 2,000 | $202K |
| Stephens Inc. | 0.00% | New | 2,000 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,785 | $180K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.5% | 1,416 | $143K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.8% | 1,353 | $136K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $117K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,102 | $111K |
| Fifth Third Bancorp | 0.00% | Reduce -8.3% | 1,100 | $111K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,096 | $110K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -9.7% | 1,067 | $108K |
| IFP Advisors, Inc | 0.00% | No change | 1,027 | $103K |
| Arax Advisory Partners | 0.00% | Add +402.0% | 1,004 | $101K |
| Independence Bank of Kentucky | 0.01% | No change | 1,000 | $101K |
| Citigroup Inc. | 0.00% | No change | 986 | $99K |
| Western Pacific Wealth Management, LP | 0.10% | No change | 972 | $98K |
| Citizens National Bank Trust Department | 0.02% | No change | 939 | $95K |
| Parvin Asset Management, LLC | 0.08% | No change | 938 | $95K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 912 | $92K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 836 | $84K |
| TruNorth Capital Management, LLC | 0.02% | No change | 800 | $81K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 707 | $71K |
| First Command Advisory Services, Inc. | 0.00% | No change | 698 | $70K |
| Westfuller Advisors, LLC | 0.03% | New | 608 | $61K |
| Glenmede Investment Management, LP | 0.00% | No change | 600 | $60K |
| Salomon & Ludwin, LLC | 0.00% | No change | 514 | $52K |
| Assetmark, Inc. | 0.00% | Add +4166.7% | 512 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $50K |
| Bank of Montreal | 0.00% | Reduce -26.3% | 490 | $49K |
| Key Financial Inc | 0.01% | No change | 470 | $48K |
| Crews Bank & Trust | 0.01% | No change | 469 | $47K |
| Colonial Trust Co / SC | 0.01% | No change | 446 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.9% | 427 | $43K |
| Pathway Financial Advisers, LLC | 0.01% | New | 418 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $42K |
| Principal Securities, Inc. | 0.00% | Reduce -2.8% | 412 | $42K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 408 | $41K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $40K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 389 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 377 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 309 | $31K |
| Financial Consulate, Inc. | 0.00% | New | 295 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 287 | $29K |
| Private Trust Co. NA | 0.00% | Add +136.7% | 284 | $29K |
| MAI Capital Management | 0.00% | No change | 282 | $28K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.6% | 260 | $26K |
| Orion Capital Management LLC | 0.01% | New | 244 | $25K |
| AE Wealth Management LLC | 0.00% | New | 242 | $24K |
| Russell Investments Group, Ltd. | 0.00% | No change | 216 | $22K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $17K |
| Caldwell Trust Co | 0.00% | No change | 150 | $15K |
| Horizon Investments, LLC | 0.00% | New | 144 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 135 | $14K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 137 | $14K |
| Rialto Wealth Management, LLC | 0.00% | No change | 125 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 100 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 68 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 34 | $3K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 32 | $3K |
| Signaturefd, LLC | 0.00% | No change | 26 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.6% | 23 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -93.5% | 14 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -95.8% | 13 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 4 | $403 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $280 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.0% | 1 | $101 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.