Wisdomtree US High DividendDHSETF
13F holders, Q4 2025 (December 31)233holders
8new positions
14sold out
1famous investor
$101.82avg. 13F price*
At the end of Q4 2025, 233 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, unchanged from Q3 2025. 8 opened new positions and 14 sold out. The largest holders were Cwm, LLC ($87.5M), Wells Fargo & Company ($53.9M) and Bank of America Corp. ($45.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.7M |
| Exits | 14 | $4.3M |
All 13F filers, Q3 2025 → Q4 2025: 161,782 shares bought and 223,449 shares sold, net −61,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Cwm, LLC | 0.24% | Reduce 0.0% | 859,111 | $87.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 529,423 | $53.9M |
| Bank of America Corp. | 0.00% | Add +5.0% | 442,929 | $45.1M |
| Cetera Investment Advisers | 0.04% | Add +3.9% | 402,161 | $40.9M |
| LPL Financial LLC | 0.01% | Reduce -3.6% | 400,015 | $40.7M |
| Linscomb Wealth, Inc. | 1.44% | Reduce -0.1% | 337,330 | $34.3M |
| Morgan Stanley | 0.00% | Add +3.8% | 319,429 | $32.5M |
| Invenio Wealth Partners LLC | 6.97% | Reduce -4.2% | 184,326 | $18.8M |
| Mb, Levis & Associates, LLC | 6.71% | Reduce -1.6% | 156,567 | $15.9M |
| Focus Partners Wealth | 0.02% | Reduce -15.8% | 147,778 | $15.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -0.8% | 116,566 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 116,340 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 99,781 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.1% | 99,599 | $10.1M |
| Stonebridge Wealth Management, LLC | 8.99% | Reduce -3.8% | 92,477 | $9.4M |
| UBS Group AG | 0.00% | Reduce -4.5% | 90,006 | $9.2M |
| Mariner, LLC | 0.01% | Add +9.3% | 89,649 | $9.1M |
| Evanson Asset Management, LLC | 0.44% | Reduce -0.3% | 79,658 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.0% | 74,552 | $7.6M |
| Private Advisor Group, LLC | 0.03% | Add +7.2% | 72,236 | $7.4M |
| 1 North Wealth Services LLC | 2.33% | Add +3.6% | 65,027 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 64,172 | $6.5M |
| Precedent Wealth Partners, LLC | 1.26% | Reduce -1.6% | 59,008 | $6.0M |
| Wealthspire Retirement, LLC | 0.33% | Add +4.6% | 52,972 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 52,869 | $5.4M |
| Global Retirement Partners, LLC | 0.09% | Add +5.2% | 49,709 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,410 | $4.4M |
| FFG Retirement Advisors LLC | 2.69% | Reduce -0.9% | 42,653 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -7.3% | 39,641 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.9% | 36,735 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 35,971 | $3.7M |
| GTS Securities LLC | 0.12% | Add +18.3% | 35,842 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +4.8% | 34,896 | $3.6M |
| Mutual Advisors, LLC | 0.07% | Add +0.1% | 34,089 | $3.5M |
| Catalyst Investment Management LLC | 3.21% | — | 33,256 | $3.4M |
| LVM Capital Management Ltd. | 0.28% | Reduce -9.1% | 29,329 | $3.0M |
| JT Stratford LLC | 0.38% | Add +7.9% | 29,088 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +12.8% | 28,362 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.5% | 25,423 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 23,904 | $2.4M |
| Commerce Bank | 0.01% | Reduce -6.4% | 23,510 | $2.4M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -1.0% | 22,580 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -0.9% | 21,945 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.7% | 20,626 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 20,567 | $2.1M |
| Creative Planning | 0.00% | Add +0.4% | 20,218 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +13.5% | 18,762 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Add +2.9% | 18,617 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.37% | Reduce -0.3% | 17,110 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.88% | Reduce -2.8% | 16,171 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.6% | 16,026 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -2.9% | 15,346 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.7% | 15,090 | $1.5M |
| Virtus Family Office LLC | 1.31% | Reduce -0.6% | 14,911 | $1.5M |
| Keebeck Wealth Management | 0.17% | No change | 14,602 | $1.5M |
| Cadence Bank | 0.09% | Reduce -0.4% | 14,546 | $1.5M |
| Community Bank, N.A. | 0.17% | No change | 14,340 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -50.5% | 14,280 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.42% | No change | 13,844 | $1.4M |
| Axis Wealth Partners, LLC | 0.72% | Reduce -4.3% | 12,980 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +6.0% | 12,502 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.46% | Add +5.4% | 12,492 | $1.3M |
| Uhlmann Price Securities, LLC | 0.75% | Add +0.7% | 12,370 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +15.2% | 12,320 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.9% | 12,240 | $1.2M |
| Americana Partners, LLC | 0.03% | New | 12,150 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.1% | 11,585 | $1.2M |
| Northern Trust Corp. | 0.00% | No change | 11,345 | $1.2M |
| Melone Private Wealth, LLC | 0.47% | Reduce -0.8% | 10,845 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.16% | New | 10,743 | $1.1M |
| ArchPoint Investors | 0.25% | No change | 10,400 | $1.1M |
| SBI Securities Co., Ltd. | 0.03% | Add +0.0% | 9,837 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -7.2% | 9,522 | $970K |
| Advisory Services Network, LLC | 0.01% | Add +2.1% | 8,943 | $911K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 8,899 | $906K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.1% | 8,639 | $880K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.5% | 8,530 | $869K |
| Oxinas Partners, LLC | 0.41% | No change | 8,465 | $862K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.9% | 8,250 | $840K |
| TFC Financial Management, Inc. | 0.10% | Add +87.2% | 8,172 | $832K |
| Fifth Third Securities, Inc. | 0.05% | Add +2.5% | 7,638 | $778K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -7.2% | 7,620 | $776K |
| FMR LLC | 0.00% | Add +12.4% | 7,414 | $755K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.4% | 6,901 | $713K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 6,956 | $708K |
| Maridea Wealth Management LLC | 0.10% | No change | 6,764 | $689K |
| Comerica Bank | 0.00% | Reduce -13.0% | 6,570 | $669K |
| Mercer Global Advisors Inc. | 0.00% | Add +91.7% | 6,541 | $666K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 6,082 | $619K |
| Savant Capital, LLC | 0.00% | No change | 5,885 | $599K |
| Passive Capital Management, LLC. | 0.18% | No change | 5,762 | $587K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 5,624 | $573K |
| EFG International AG | 0.01% | — | 5,409 | $551K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -28.5% | 5,367 | $547K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,312 | $541K |
| Elk River Wealth Management LLC | 0.09% | Reduce -3.5% | 5,300 | $540K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -3.9% | 4,960 | $505K |
| MSH Capital Advisors LLC | 0.11% | Add +0.2% | 4,949 | $504K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.2% | 4,886 | $498K |
| GSG Advisors LLC | 0.13% | Add +0.6% | 4,873 | $496K |
| Nelson Capital Management, LLC | 0.06% | Reduce -5.0% | 4,700 | $479K |
| Harfst & Associates, Inc. | 0.09% | New | 4,692 | $478K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.2% | 4,585 | $467K |
| Avestar Capital, LLC | 0.03% | Add +2.5% | 4,548 | $463K |
| National Bank of Canada | 0.00% | No change | 4,501 | $458K |
| IFG Advisory, LLC | 0.02% | Add +0.5% | 4,393 | $447K |
| Maltin Wealth Management, Inc. | 0.18% | Add +1.0% | 4,372 | $445K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 4,347 | $443K |
| Fiduciary Trust Co | 0.00% | No change | 4,195 | $427K |
| Tempus Wealth Planning, LLC | 0.09% | No change | 3,992 | $406K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.1% | 3,942 | $401K |
| Oppenheimer & Co. Inc. | 0.01% | New | 3,908 | $398K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.2% | 3,866 | $394K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.6% | 3,861 | $393K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +2.3% | 3,810 | $388K |
| Western Wealth Management, LLC | 0.02% | Add +0.4% | 3,753 | $382K |
| Summit Financial, LLC | 0.01% | Reduce -3.4% | 3,752 | $382K |
| Lanark Financial, Inc. | 0.03% | Reduce -11.7% | 3,672 | $374K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 3,660 | $373K |
| Evolution Wealth Management Inc. | 0.30% | Reduce -1.3% | 3,614 | $368K |
| Tilson Financial Group, Inc. | 0.11% | Add +0.9% | 3,551 | $362K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | Add +16.4% | 3,483 | $355K |
| Atria Investments, Inc | 0.00% | Reduce -21.7% | 3,421 | $348K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 3,377 | $344K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $342K |
| Tranquility Partners, LLC | 0.12% | No change | 3,357 | $342K |
| Schnieders Capital Management, Llc. | 0.05% | No change | 3,340 | $340K |
| Mullooly Asset Management, Inc. | 0.12% | Add +1.1% | 3,289 | $335K |
| VAUGHAN & Co SECURITIES, INC. | 0.17% | No change | 3,243 | $330K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 3,241 | $330K |
| 17 Capital Partners, LLC | 0.17% | Add +20.4% | 3,156 | $321K |
| Edge Financial Advisors LLC | 0.13% | Reduce -1.8% | 3,060 | $312K |
| Debussy Capital Management LP | 0.04% | Add +14.4% | 3,047 | $310K |
| AQR Capital Management | 0.00% | Reduce -43.2% | 3,008 | $306K |
| Clear Trail Advisors, LLC | 0.07% | — | 3,000 | $305K |
| Cerity Partners LLC | 0.00% | No change | 3,000 | $305K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +17.9% | 2,971 | $303K |
| Interactive Financial Advisors, Inc. | 0.19% | Reduce -38.5% | 2,910 | $296K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 2,902 | $295K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,900 | $295K |
| Old National Bancorp | 0.00% | No change | 2,886 | $294K |
| Ranch Capital Advisors Inc. | 0.11% | Add +0.6% | 2,847 | $290K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 2,843 | $290K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.7% | 2,811 | $286K |
| Caldwell Sutter Capital, Inc. | 0.12% | Add +15.2% | 2,790 | $284K |
| Cooper Financial Group | 0.03% | Reduce -1.0% | 2,770 | $282K |
| Friday Financial | 0.10% | No change | 2,754 | $280K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +22.3% | 2,738 | $279K |
| MOR Wealth Management, LLC | 0.13% | — | 2,724 | $277K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,691 | $274K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.4% | 2,663 | $271K |
| Revisor Wealth Management LLC | 0.07% | No change | 2,495 | $265K |
| BlackRock, Inc. | 0.00% | Add +1738.7% | 2,519 | $256K |
| Choreo, LLC | 0.00% | No change | 2,505 | $256K |
| GPS Wealth Strategies Group, LLC | 0.22% | No change | 2,514 | $256K |
| Webster Bank, N. A. | 0.02% | No change | 2,510 | $256K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $255K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 2,487 | $253K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.5% | 2,440 | $248K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,345 | $239K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $235K |
| US Bancorp \de | 0.00% | No change | 2,275 | $232K |
| Avant Capital LLC | 0.16% | Reduce -4.2% | 2,271 | $231K |
| MidFirst Bank | 0.02% | — | 2,212 | $225K |
| Apella Capital, LLC | 0.00% | Add +0.1% | 2,197 | $224K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -4.6% | 2,154 | $219K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 2,115 | $215K |
| Founders Financial Securities LLC | 0.01% | New | 2,089 | $213K |
| Powers Advisory Group, LLC | 0.08% | New | 2,033 | $207K |
| Delta Capital Management LLC | 0.12% | No change | 2,000 | $204K |
| Stephens Inc. | 0.00% | No change | 2,000 | $204K |
| Horizon Investments, LLC | 0.00% | Add +1161.8% | 1,817 | $185K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.7% | 1,666 | $170K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.2% | 1,546 | $157K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,354 | $138K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $118K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 1,116 | $114K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,102 | $112K |
| Fifth Third Bancorp | 0.00% | No change | 1,100 | $112K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.08% | — | 1,071 | $109K |
| Arax Advisory Partners | 0.00% | No change | 1,004 | $102K |
| Independence Bank of Kentucky | 0.01% | No change | 1,000 | $102K |
| IFP Advisors, Inc | 0.00% | Reduce -4.9% | 977 | $99K |
| Western Pacific Wealth Management, LP | 0.10% | No change | 972 | $99K |
| Citizens National Bank Trust Department | 0.02% | No change | 939 | $96K |
| Parvin Asset Management, LLC | 0.08% | No change | 938 | $96K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 912 | $93K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 839 | $85K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -22.5% | 827 | $84K |
| Triumph Capital Management | 0.02% | New | 700 | $71K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -3.6% | 673 | $69K |
| Westfuller Advisors, LLC | 0.03% | Add +1.0% | 614 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.0% | 578 | $59K |
| Salomon & Ludwin, LLC | 0.00% | No change | 514 | $53K |
| Assetmark, Inc. | 0.00% | No change | 512 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $51K |
| Key Financial Inc | 0.01% | No change | 470 | $48K |
| Crews Bank & Trust | 0.01% | No change | 469 | $48K |
| Colonial Trust Co / SC | 0.01% | No change | 446 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.9% | 431 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $42K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 408 | $42K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $40K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 391 | $40K |
| Private Trust Co. NA | 0.00% | Add +35.2% | 384 | $39K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 381 | $39K |
| Bank of Montreal | 0.00% | Reduce -35.1% | 318 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 309 | $32K |
| Glenmede Trust Co. NA | 0.00% | — | 300 | $31K |
| Financial Consulate, Inc. | 0.00% | No change | 295 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 287 | $29K |
| MAI Capital Management | 0.00% | No change | 282 | $29K |
| Qube Research & Technologies Ltd | 0.00% | No change | 260 | $26K |
| Orion Capital Management LLC | 0.01% | No change | 244 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.1% | 227 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -28.5% | 173 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 165 | $17K |
| Caldwell Trust Co | 0.00% | No change | 150 | $15K |
| Hanson & Doremus Investment Management | 0.00% | No change | 135 | $14K |
| Rialto Wealth Management, LLC | 0.00% | No change | 125 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 68 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 35 | $4K |
| 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% | No change | 23 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 14 | $1K |
| Root Financial Partners, LLC | 0.00% | No change | 4 | $407 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 3 | $286 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -92.3% | 1 | $102 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $102 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.