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 |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.9% | 5,263 | $575K |
| Harfst & Associates, Inc. | 0.10% | Add +7.3% | 5,036 | $550K |
| MSH Capital Advisors LLC | 0.12% | Add +1.7% | 5,032 | $550K |
| Avestar Capital, LLC | 0.04% | Add +9.0% | 4,958 | $542K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.2% | 4,946 | $540K |
| Independent Advisor Alliance | 0.01% | New | 4,941 | $540K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -1.4% | 4,891 | $534K |
| Elk River Wealth Management LLC | 0.09% | Reduce -10.5% | 4,742 | $518K |
| Nelson Capital Management, LLC | 0.06% | No change | 4,700 | $513K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.0% | 4,584 | $501K |
| National Bank of Canada | 0.00% | No change | 4,501 | $492K |
| EFG International AG | 0.01% | Reduce -17.8% | 4,449 | $486K |
| GSG Advisors LLC | 0.13% | Reduce -8.8% | 4,444 | $485K |
| Capital Investment Advisors, LLC | 0.01% | No change | 4,347 | $475K |
| Fiduciary Trust Co | 0.01% | No change | 4,195 | $458K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,146 | $453K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.5% | 4,128 | $451K |
| Maltin Wealth Management, Inc. | 0.17% | Reduce -9.3% | 3,964 | $433K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,942 | $431K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -2.1% | 3,906 | $427K |
| Western Wealth Management, LLC | 0.02% | Add +3.1% | 3,871 | $423K |
| Evolution Wealth Management Inc. | 0.31% | Add +6.1% | 3,835 | $419K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.6% | 3,834 | $419K |
| Gateway Wealth Partners, LLC | 0.02% | New | 3,820 | $417K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.7% | 3,760 | $411K |
| Summit Financial, LLC | 0.01% | No change | 3,752 | $410K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +33.4% | 3,722 | $407K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 3,634 | $395K |
| Tilson Financial Group, Inc. | 0.12% | Add +0.6% | 3,572 | $390K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.7% | 3,542 | $385K |
| BlackRock, Inc. | 0.00% | Add +39.7% | 3,519 | $384K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | No change | 3,483 | $380K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.1% | 3,436 | $375K |
| 17 Capital Partners, LLC | 0.19% | Add +8.2% | 3,416 | $373K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -13.6% | 3,377 | $369K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +13.6% | 3,374 | $369K |
| M&T Bank Corp | 0.00% | No change | 3,359 | $367K |
| Tranquility Partners, LLC | 0.14% | No change | 3,357 | $367K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 3,340 | $365K |
| Mullooly Asset Management, Inc. | 0.13% | Add +0.7% | 3,311 | $362K |
| Lanark Financial, Inc. | 0.03% | Reduce -10.9% | 3,270 | $357K |
| VAUGHAN & Co SECURITIES, INC. | 0.19% | No change | 3,243 | $354K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.3% | 3,141 | $343K |
| Atria Investments, Inc | 0.00% | Reduce -12.2% | 3,005 | $328K |
| Clear Trail Advisors, LLC | 0.05% | No change | 3,000 | $328K |
| Compass Capital Management, Inc. | 0.02% | New | 3,000 | $328K |
| Blue Trust, Inc. | 0.00% | No change | 2,902 | $317K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +5.5% | 2,888 | $315K |
| Old National Bancorp | 0.01% | No change | 2,886 | $315K |
| Ranch Capital Advisors Inc. | 0.11% | Add +0.4% | 2,859 | $312K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 2,843 | $311K |
| Equitable Holdings, Inc. | 0.00% | Add +5.2% | 2,956 | $301K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -5.3% | 2,755 | $301K |
| Friday Financial | 0.10% | No change | 2,754 | $301K |
| MOR Wealth Management, LLC | 0.14% | No change | 2,724 | $298K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,691 | $294K |
| Cooper Financial Group | 0.03% | Reduce -6.3% | 2,596 | $284K |
| Richardson Capital Management LLC | 0.13% | New | 2,543 | $278K |
| Webster Bank, N. A. | 0.03% | No change | 2,510 | $274K |
| Choreo, LLC | 0.00% | No change | 2,505 | $274K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,505 | $274K |
| Ieq Capital, LLC | 0.00% | Add +0.7% | 2,504 | $273K |
| Stephens Inc. | 0.00% | Add +25.0% | 2,500 | $273K |
| Signal Advisors Wealth, LLC | 0.02% | Add +2.3% | 2,496 | $273K |
| Revisor Wealth Management LLC | 0.08% | No change | 2,495 | $273K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.3% | 2,352 | $257K |
| Powers Advisory Group, LLC | 0.09% | Add +15.4% | 2,346 | $256K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 2,306 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,286 | $250K |
| US Bancorp \de | 0.00% | No change | 2,275 | $248K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -32.7% | 2,274 | $248K |
| Founders Financial Securities LLC | 0.01% | No change | 2,089 | $231K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 2,115 | $231K |
| CoreCap Advisors, LLC | 0.01% | Add +81.5% | 2,025 | $221K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,000 | $218K |
| Delta Capital Management LLC | 0.12% | No change | 2,000 | $218K |
| MidFirst Bank | 0.02% | Reduce -11.6% | 1,955 | $214K |
| PMG Wealth Management, Inc. | 0.15% | New | 1,950 | $213K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,936 | $211K |
| CV Advisors LLC | 0.06% | New | 1,900 | $208K |
| Avant Capital LLC | 0.15% | Reduce -16.6% | 1,893 | $207K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -12.4% | 1,887 | $206K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,877 | $205K |
| Gemmer Asset Management LLC | 0.02% | New | 1,875 | $205K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -29.9% | 1,866 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.9% | 1,417 | $155K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,368 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,355 | $148K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.0% | 1,190 | $130K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,159 | $127K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,102 | $120K |
| Harbour Investments, Inc. | 0.00% | New | 1,097 | $120K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.09% | Add +0.4% | 1,075 | $117K |
| Arax Advisory Partners | 0.00% | No change | 1,004 | $110K |
| Independence Bank of Kentucky | 0.01% | No change | 1,000 | $109K |
| IFP Advisors, Inc | 0.00% | No change | 977 | $107K |
| Western Pacific Wealth Management, LP | 0.11% | No change | 972 | $106K |
| Citizens National Bank Trust Department | 0.02% | No change | 939 | $103K |
| Parvin Asset Management, LLC | 0.08% | No change | 938 | $102K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 912 | $100K |
| Torren Management, LLC | 0.05% | New | 858 | $94K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 840 | $92K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 827 | $90K |
| Triumph Capital Management | 0.02% | No change | 700 | $76K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -8.6% | 615 | $67K |
| Key Financial Inc | 0.01% | Add +26.4% | 594 | $65K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 525 | $57K |
| Salomon & Ludwin, LLC | 0.01% | No change | 514 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | Add +18.3% | 510 | $56K |
| CX Institutional | 0.00% | New | 500 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $55K |
| Crews Bank & Trust | 0.01% | No change | 469 | $51K |
| Opal Wealth Advisors, LLC | 0.01% | New | 456 | $50K |
| Colonial Trust Co / SC | 0.01% | No change | 446 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 416 | $45K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 408 | $45K |
| Tompkins Financial Corp. | 0.00% | No change | 395 | $43K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 392 | $43K |
| Private Trust Co. NA | 0.00% | No change | 384 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 383 | $42K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 309 | $34K |
| Glenmede Trust Co. NA | 0.00% | No change | 300 | $33K |
| Financial Consulate, Inc. | 0.00% | No change | 295 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 287 | $31K |
| MAI Capital Management | 0.00% | No change | 282 | $31K |
| Assetmark, Inc. | 0.00% | Reduce -48.8% | 262 | $29K |
| Park National Corp. | 0.00% | New | 259 | $28K |
| Orion Capital Management LLC | 0.01% | No change | 244 | $27K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 231 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.8% | 216 | $24K |
| AE Wealth Management LLC | 0.00% | Add +12.1% | 194 | $21K |
| Synergy Investment Management, LLC | 0.01% | New | 182 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 167 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 165 | $18K |
| Caldwell Trust Co | 0.00% | No change | 150 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | New | 145 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 135 | $15K |
| Bank of Montreal | 0.00% | Reduce -58.2% | 133 | $15K |
| Rialto Wealth Management, LLC | 0.00% | No change | 125 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $11K |
| Arcadia Investment Management Corp. | 0.00% | New | 83 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 68 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -82.7% | 45 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 34 | $4K |
| 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 | $2K |
| Root Financial Partners, LLC | 0.00% | No change | 4 | $437 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 2 | $218 |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -66.7% | 1 | $110 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $109 |
"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.