Wisdomtree US High DividendDHSETF
13F holders, Q1 2026 (March 31)251holders +18
29new positions
7sold out
1famous investor
$109.20avg. 13F price*
At the end of Q1 2026, 251 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 18 from Q4 2025. 29 opened new positions and 7 sold out. The largest holders were Cwm, LLC ($94.1M), Wells Fargo & Company ($56.1M) and Morgan Stanley ($53.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $20.1M |
| Exits | 7 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 740,570 shares bought and 369,158 shares sold, net +371,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Cwm, LLC | 0.25% | Add +0.3% | 861,983 | $94.1M |
| Wells Fargo & Company | 0.01% | Reduce -3.0% | 513,436 | $56.1M |
| Morgan Stanley | 0.00% | Add +54.0% | 491,799 | $53.7M |
| Bank of America Corp. | 0.00% | Add +3.3% | 457,448 | $50.0M |
| Cetera Investment Advisers | 0.05% | Add +2.6% | 412,451 | $45.0M |
| LPL Financial LLC | 0.01% | Add +0.6% | 402,554 | $44.0M |
| Linscomb Wealth, Inc. | 1.45% | Reduce -11.7% | 297,802 | $32.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +93.1% | 225,135 | $24.6M |
| Mb, Levis & Associates, LLC | 7.21% | Add +1.1% | 158,245 | $17.3M |
| Focus Partners Wealth | 0.02% | Add +0.2% | 148,018 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 117,261 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 110,020 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 103,732 | $11.3M |
| UBS Group AG | 0.00% | Add +0.1% | 90,125 | $9.8M |
| Stonebridge Wealth Management, LLC | 8.97% | Reduce -7.5% | 85,517 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -6.2% | 84,107 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.1% | 83,594 | $9.1M |
| NewEdge Advisors, LLC | 0.03% | Add +809.2% | 78,542 | $8.6M |
| Evanson Asset Management, LLC | 0.45% | Reduce -4.0% | 76,466 | $8.4M |
| Win Advisors, Inc. | 3.80% | New | 75,972 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 66,825 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +1559.3% | 64,065 | $7.0M |
| 1 North Wealth Services LLC | 2.48% | Reduce -3.5% | 62,781 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.3% | 62,517 | $6.8M |
| Wealthspire Retirement, LLC | 0.38% | Add +8.1% | 57,235 | $6.3M |
| Precedent Wealth Partners, LLC | 1.20% | Reduce -7.2% | 54,777 | $6.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -33.0% | 48,381 | $5.3M |
| FFG Retirement Advisors LLC | 2.82% | Add +3.9% | 44,329 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,410 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 39,396 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 38,310 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 37,829 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 37,086 | $4.0M |
| Mutual Advisors, LLC | 0.08% | Reduce -0.1% | 34,043 | $3.7M |
| JT Stratford LLC | 0.45% | Add +9.8% | 31,929 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.11% | New | 31,409 | $3.4M |
| LVM Capital Management Ltd. | 0.30% | Reduce -0.9% | 29,072 | $3.2M |
| Catalyst Investment Management LLC | 3.22% | Reduce -21.1% | 26,242 | $2.9M |
| Apella Capital, LLC | 0.04% | Add +1092.9% | 26,209 | $2.9M |
| Invenio Wealth Partners LLC | 1.13% | Reduce -85.9% | 25,953 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 24,015 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +25.4% | 23,532 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 21,795 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.4% | 21,513 | $2.3M |
| Commerce Bank | 0.01% | Reduce -8.7% | 21,465 | $2.3M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -8.3% | 20,710 | $2.3M |
| CENTRAL TRUST Co | 0.04% | Add +11.2% | 20,699 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 20,236 | $2.2M |
| Creative Planning | 0.00% | No change | 20,218 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -5.6% | 19,412 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.38% | Reduce -3.5% | 16,504 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +0.3% | 16,069 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.7% | 15,802 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.87% | Reduce -3.2% | 15,655 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -0.2% | 15,318 | $1.7M |
| Virtus Family Office LLC | 1.42% | Add +2.4% | 15,264 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +17.4% | 14,671 | $1.6M |
| Keebeck Wealth Management | 0.18% | No change | 14,602 | $1.6M |
| Community Bank, N.A. | 0.19% | Add +0.9% | 14,468 | $1.6M |
| Pension & Wealth Management Advisors, Inc. | 0.46% | Add +3.2% | 14,283 | $1.6M |
| Huntington National Bank | 0.01% | New | 13,790 | $1.5M |
| Dickmeyer Boyce Financial Management, Inc. | 0.81% | — | 12,673 | $1.4M |
| Axis Wealth Partners, LLC | 0.74% | Add +3.0% | 13,368 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 12,598 | $1.4M |
| Uhlmann Price Securities, LLC | 0.09% | Reduce -0.4% | 12,320 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -14.6% | 12,191 | $1.3M |
| Americana Partners, LLC | 0.03% | No change | 12,150 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.5% | 11,762 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.2% | 11,557 | $1.3M |
| Northern Trust Corp. | 0.00% | No change | 11,345 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +23.1% | 10,950 | $1.2M |
| Melone Private Wealth, LLC | 0.48% | Reduce -0.7% | 10,765 | $1.2M |
| ArchPoint Investors | 0.27% | No change | 10,400 | $1.1M |
| Hershey Financial Advisers, LLC | 0.96% | New | 10,197 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -5.1% | 10,196 | $1.1M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -3.0% | 9,539 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.0% | 9,238 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 8,948 | $977K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 8,545 | $933K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 8,182 | $889K |
| Oxinas Partners, LLC | 0.40% | Reduce -5.0% | 8,040 | $878K |
| TFC Financial Management, Inc. | 0.11% | Reduce -2.8% | 7,947 | $868K |
| ShoreHaven Wealth Partners, LLC | 0.31% | Reduce -36.5% | 7,938 | $867K |
| Fifth Third Bancorp | 0.00% | Add +618.2% | 7,900 | $863K |
| Corient Private Wealth LP | 0.00% | New | 7,782 | $850K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +0.1% | 7,627 | $833K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -1.5% | 7,520 | $821K |
| FMR LLC | 0.00% | Add +1.3% | 7,510 | $820K |
| Cerity Partners LLC | 0.00% | Add +132.7% | 6,980 | $762K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 6,957 | $760K |
| Maridea Wealth Management LLC | 0.11% | No change | 6,764 | $739K |
| Wellington-Altus USA Inc. | 0.42% | New | 6,300 | $716K |
| Clearwater Capital Advisors, LLC | 0.06% | Add +3.9% | 6,317 | $690K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 6,225 | $680K |
| AQR Capital Management | 0.00% | Add +104.1% | 6,139 | $670K |
| Savant Capital, LLC | 0.00% | No change | 5,885 | $643K |
| Passive Capital Management, LLC. | 0.19% | No change | 5,762 | $629K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,624 | $614K |
| Debussy Capital Management LP | 0.08% | Add +76.7% | 5,383 | $588K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 5,298 | $579K |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.