Wisdomtree US High DividendDHSETF

13F holders, Q2 2026 (June 30)
252holders +1
18new positions
14sold out
2famous investors
$113.68avg. 13F price*

At the end of Q2 2026, 252 institutions reported holding Wisdomtree US High Dividend (DHS) in their 13F filings, up 1 from Q1 2026. 18 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($57.0M), Bank of America Corp. ($53.9M) and Wells Fargo & Company ($52.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Wisdomtree US High Dividend
CUSIP
97717W208
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 192Q1 2024Q2 2024: 204Q2 2024Q3 2024: 208Q3 2024Q4 2024: 231Q4 2024Q1 2025: 226Q1 2025Q2 2025: 232Q2 2025Q3 2025: 233Q3 2025Q4 2025: 233Q4 2025Q1 2026: 251Q1 2026Q2 2026: 252Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$5.5M
Exits14$13.2M

All 13F filers, Q1 2026 → Q2 2026: 344,033 shares bought and 227,061 shares sold, net +116,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 252 holders

Morgan Stanley 0.00% Add +2.0% 501,674 $57.0M
Bank of America Corp. 0.00% Add +3.7% 474,272 $53.9M
Wells Fargo & Company 0.01% Reduce -9.9% 462,536 $52.6M
Cetera Investment Advisers 0.04% Add +3.0% 424,978 $48.3M
LPL Financial LLC 0.01% Reduce -1.5% 396,419 $45.1M
Linscomb Wealth, Inc. 1.42% Reduce -2.9% 289,052 $32.9M
Kestra Advisory Services, LLC 0.09% Add +4.5% 235,268 $26.7M
Mb, Levis & Associates, LLC 6.65% Add +0.3% 158,666 $18.0M
Focus Partners Wealth 0.02% Reduce -2.4% 144,531 $16.4M
Envestnet Asset Management Inc. 0.00% Add +5.1% 123,250 $14.0M
Goldman Sachs Group Inc. 0.00% Add +164.7% 114,895 $13.1M
Ameriprise Financial Inc. 0.00% Add +4.7% 108,599 $12.3M
Raymond James Financial Inc. 0.00% Reduce -2.0% 107,831 $12.3M
Osaic Holdings, Inc. 0.01% Add +16.2% 97,102 $11.0M
UBS Group AG 0.00% Add +0.6% 90,675 $10.3M
Stonebridge Wealth Management, LLC 8.72% Add +0.2% 85,714 $9.7M
NewEdge Advisors, LLC 0.03% Add +2.2% 80,276 $9.1M
Evanson Financial, LLC 0.42% — 76,243 $8.7M
Mariner, LLC 0.01% Reduce -13.7% 72,592 $8.3M
Royal Bank of Canada 0.00% Add +4.3% 69,704 $7.9M
Stratos Wealth Partners, LTD. 0.08% Add +4.0% 66,622 $7.6M
1 North Wealth Services LLC 2.43% Add +4.2% 65,441 $7.4M
JPMorgan Chase & Co. 0.00% Add +3.6% 64,790 $7.4M
Global Retirement Partners, LLC 0.11% — 64,319 $7.3M
Private Advisor Group, LLC 0.03% Add +29.5% 62,669 $7.1M
Wealthspire Retirement, LLC 0.35% Reduce -2.1% 56,008 $6.4M
Precedent Wealth Partners, LLC 1.04% Add +0.4% 55,000 $6.3M
FFG Retirement Advisors LLC 2.70% Add +1.0% 44,787 $5.1M
Truist Financial Corp. 0.01% Add +112.6% 41,267 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.5% 40,422 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +5.1% 39,769 $4.5M
Jones Financial Companies LLLP 0.00% Add +5.0% 38,924 $4.5M
Captrust Financial Advisors 0.01% Reduce -0.7% 39,103 $4.4M
Catalyst Investment Management LLC 3.66% Add +35.3% 35,494 $4.0M
Mutual Advisors, LLC 0.07% Reduce -0.1% 34,000 $3.9M
Creative Planning 0.00% Add +65.4% 33,438 $3.8M
D.A. Davidson & Co. 0.02% Add +42.0% 33,409 $3.8M
JT Stratford LLC 0.41% Add +4.0% 33,223 $3.8M
Avidian Wealth Enterprises, LLC 0.10% Reduce -3.2% 30,416 $3.5M
LVM Capital Management Ltd. 0.27% Reduce -1.3% 28,687 $3.3M
Apella Capital, LLC 0.04% Reduce -0.4% 26,102 $3.0M
Invenio Wealth Partners LLC 1.06% Reduce -0.1% 25,922 $2.9M
HighTower Advisors, LLC 0.00% Add +3.8% 24,933 $2.8M
Blair William & Co. 0.01% Add +0.5% 21,895 $2.5M
CENTRAL TRUST Co 0.04% Add +2.9% 21,299 $2.4M
Commerce Bank 0.01% Reduce -2.4% 20,950 $2.4M
Janney Montgomery Scott LLC 0.00% Add +2.5% 20,749 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.6% 20,519 $2.3M
Avantax Planning Partners, Inc. 0.06% Reduce -2.0% 20,285 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.0% 17,220 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +17.1% 17,175 $2.0M
Susquehanna International Group, LLP 0.00% Add +298.4% 16,446 $1.9M
Virtus Family Office LLC 1.46% Add +6.8% 16,296 $1.9M
Cherry Tree Wealth Management, LLC 0.35% Reduce -1.6% 16,249 $1.8M
J.W. Cole Advisors, Inc. 0.03% Add +0.4% 16,128 $1.8M
Barnes Wealth Management Group, Inc 0.81% Reduce -1.1% 15,487 $1.8M
FMR LLC 0.00% Add +103.2% 15,263 $1.7M
Community Bank, N.A. 0.19% Add +5.1% 15,210 $1.7M
Dickmeyer Boyce Financial Management, Inc. 0.88% Add +18.3% 14,996 $1.7M
World Investment Advisors 0.03% Reduce -0.1% 15,304 $1.7M
Keebeck Wealth Management 0.16% No change 14,602 $1.7M
Pension & Wealth Management Advisors, Inc. 0.43% Reduce -1.3% 14,105 $1.6M
Huntington National Bank 0.01% Reduce -0.2% 13,757 $1.6M
MML Investors Services, LLC 0.00% Add +10.2% 13,435 $1.5M
Axis Wealth Partners, LLC 0.71% Reduce -2.4% 13,052 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 12,571 $1.4M
Savant Capital, LLC 0.00% Add +116.6% 12,748 $1.4M
Uhlmann Price Securities, LLC 0.05% Add +1.9% 12,549 $1.4M
Americana Partners, LLC 0.03% No change 12,150 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 11,557 $1.3M
Merit Financial Group, LLC 0.01% Reduce -2.5% 11,466 $1.3M
Northern Trust Corp. 0.00% No change 11,345 $1.3M
Melone Private Wealth, LLC 0.46% Reduce -2.4% 10,509 $1.2M
Stifel Financial Corp. 0.00% Reduce -4.9% 10,409 $1.2M
AssuredPartners Investment Advisors, LLC 0.11% Add +0.5% 10,242 $1.2M
Waverly Advisors, LLC 0.01% Add +0.1% 9,245 $1.1M
Mercer Global Advisors Inc. 0.00% Add +47.8% 9,200 $1.0M
SBI Securities Co., Ltd. 0.02% Reduce -3.8% 9,180 $1.0M
Fortune Financial Group, Inc. 0.79% New 8,908 $1.0M
Advisory Services Network, LLC 0.01% Reduce -0.9% 8,871 $1.0M
SFG Wealth Management, LLC. 0.34% New 8,226 $935K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 8,203 $933K
Farther Finance Advisors, LLC 0.01% Add +0.1% 8,189 $931K
TFC Financial Management, Inc. 0.10% Add +0.5% 7,986 $908K
Beacon Pointe Advisors, LLC 0.00% Add +243.8% 7,859 $893K
ShoreHaven Wealth Partners, LLC 0.28% Reduce -1.7% 7,804 $887K
Corient Private Wealth LP 0.00% Reduce -2.1% 7,620 $866K
Capital Advisors, Ltd. LLC 0.09% Reduce -1.6% 7,501 $853K
Oxinas Partners, LLC 0.33% Reduce -8.7% 7,340 $834K
Fifth Third Bancorp 0.00% Reduce -8.1% 7,261 $825K
Cerity Partners LLC 0.00% Add +0.2% 6,995 $795K
Sanctuary Advisors, LLC 0.00% No change 6,957 $791K
Arax Advisory Partners 0.01% Add +580.1% 6,828 $776K
&partners 0.00% New 6,810 $774K
Maridea Wealth Management LLC 0.08% No change 6,764 $769K
AQR Capital Management 0.00% Add +1.1% 6,205 $705K
Clearwater Capital Advisors, LLC 0.05% Reduce -6.3% 5,919 $673K
MSH Capital Advisors LLC 0.10% Add +5.5% 5,306 $603K
Coldstream Capital Management Inc. 0.01% No change 5,298 $602K
Main Street Financial Solutions, LLC 0.04% Reduce -0.2% 5,252 $597K
Wealthspire Advisors, LLC 0.00% Add +161.1% 5,222 $594K
Flagship Harbor Advisors, LLC 0.02% Add +5.4% 5,211 $592K
Passive Capital Management, LLC. 0.18% No change 5,762 $587K
Avestar Capital, LLC 0.03% No change 4,958 $564K
Relyea Zuckerberg Hanson LLC 0.05% No change 4,891 $556K
Caldwell Sutter Capital, Inc. 0.20% Add +27.7% 4,753 $540K
Elk River Wealth Management LLC 0.09% No change 4,742 $539K
AlphaCore Capital LLC 0.01% New 4,742 $539K
Nelson Capital Management, LLC 0.06% No change 4,700 $534K
Harfst & Associates, Inc. 0.08% Reduce -7.2% 4,676 $532K
National Bank of Canada 0.00% No change 4,501 $511K
Avior Wealth Management, LLC 0.01% Reduce -1.9% 4,496 $511K
EFG International AG 0.01% No change 4,449 $506K
Capital Investment Advisors, LLC 0.01% No change 4,347 $494K
IFG Advisory, LLC 0.02% New 4,302 $489K
Fiduciary Trust Co 0.01% No change 4,195 $477K
Integrated Wealth Concepts LLC 0.00% Reduce -1.8% 4,072 $463K
Maltin Wealth Management, Inc. 0.15% Add +0.9% 4,001 $455K
Tempus Wealth Planning, LLC 0.09% No change 3,906 $444K
Evolution Wealth Management Inc. 0.26% Add +1.8% 3,902 $444K
Capital Advisors Wealth Management, LLC 0.05% Add +1.6% 3,897 $443K
GSG Advisors LLC 0.10% Reduce -12.8% 3,873 $440K
Concurrent Investment Advisors, LLC 0.00% Add +14.0% 3,845 $437K
Western Wealth Management, LLC 0.01% Reduce -1.0% 3,831 $436K
17 Capital Partners, LLC 0.20% Add +11.0% 3,793 $431K
BlackRock, Inc. 0.00% Add +3.8% 3,651 $415K
Tilson Financial Group, Inc. 0.11% Add +0.8% 3,602 $409K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.8% 3,479 $396K
Comprehensive Financial Consultants Institutional, Inc. 0.10% Reduce -0.5% 3,465 $394K
Sequoia Financial Advisors, LLC 0.00% Add +0.6% 3,455 $393K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.9% 3,369 $387K
Tranquility Partners, LLC 0.13% No change 3,357 $382K
Mullooly Asset Management, Inc. 0.12% Add +0.9% 3,341 $380K
Schnieders Capital Management, Llc. 0.05% No change 3,340 $380K
Park Avenue Securities LLC 0.00% Reduce -13.5% 3,251 $370K
United Capital Financial Advisors, LLC 0.00% No change 3,141 $357K
Atria Investments, Inc 0.00% Add +0.6% 3,023 $344K
Clear Trail Advisors, LLC 0.05% No change 3,000 $341K
Compass Capital Management, Inc. 0.02% No change 3,000 $341K
Equitable Holdings, Inc. 0.00% Add +1.1% 2,989 $340K
Nations Financial Group Inc, /Ia/ 0.02% Add +3.5% 2,988 $340K
Ranch Capital Advisors Inc. 0.10% Add +0.6% 2,875 $327K
Summit Financial, LLC 0.00% Reduce -23.8% 2,859 $325K
Focus Partners Advisor Solutions, LLC 0.00% No change 2,843 $323K
Friday Financial 0.09% No change 2,754 $318K
D. E. Shaw & Co. 0.00% New 2,784 $316K
VAUGHAN & Co SECURITIES, INC. 0.15% Reduce -14.8% 2,763 $314K
Interactive Financial Advisors, Inc. 0.19% Add +3.9% 2,862 $314K
MOR Wealth Management, LLC 0.12% No change 2,724 $310K
Wick Capital Partners, LLC 0.05% No change 2,691 $306K
Signal Advisors Wealth, LLC 0.02% Add +7.0% 2,671 $304K
Kestra Private Wealth Services, LLC 0.00% Add +25.5% 2,655 $302K
Blue Trust, Inc. 0.00% Reduce -8.7% 2,649 $301K
Cooper Financial Group 0.02% Add +1.5% 2,635 $300K
Richardson Capital Management LLC 0.12% No change 2,543 $289K
Ieq Capital, LLC 0.00% Add +0.9% 2,527 $287K
DAVENPORT & Co LLC 0.00% Add +0.2% 2,509 $285K
Choreo, LLC 0.00% No change 2,505 $285K
Stephens Inc. 0.00% No change 2,500 $284K
Revisor Wealth Management LLC 0.07% No change 2,495 $284K
Cardiff Park Advisors, LLC 0.02% Add +0.4% 2,362 $269K
Powers Advisory Group, LLC 0.08% Add +0.3% 2,352 $267K
J. L. Bainbridge & Co., Inc. 0.02% No change 2,306 $262K
Old National Bancorp 0.01% Reduce -20.1% 2,306 $262K
US Bancorp \de 0.00% No change 2,275 $259K
Apollon Wealth Management, LLC 0.00% Add +0.0% 2,275 $259K
Webster Bank, N. A. 0.02% Reduce -10.8% 2,240 $255K
Oppenheimer & Co. Inc. 0.00% Reduce -35.4% 2,182 $248K
Retireful, LLC 0.22% New 2,117 $241K
Founders Financial Securities LLC 0.01% No change 2,089 $237K
Gateway Wealth Partners, LLC 0.01% Reduce -47.2% 2,017 $229K
Delta Capital Management LLC 0.11% No change 2,000 $227K
Fort Point Capital Partners LLC 0.02% New 2,036 $227K
Vise Technologies, Inc. 0.00% New 1,988 $226K
MidFirst Bank 0.02% No change 1,955 $222K
PMG Wealth Management, Inc. 0.14% No change 1,950 $222K
Institute for Wealth Management, LLC. 0.02% No change 1,936 $220K
CV Advisors LLC 0.04% No change 1,900 $216K
Signature Estate & Investment Advisors LLC 0.00% Add +1.0% 1,895 $215K
Great Valley Advisor Group, Inc. 0.00% No change 1,887 $215K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.2% 1,870 $214K
Gemmer Asset Management LLC 0.01% No change 1,875 $213K
Avant Capital LLC 0.13% Reduce -1.8% 1,859 $211K
Horizon Investments, LLC 0.00% Reduce -50.0% 1,817 $206K
Cresset Asset Management, LLC 0.00% New 1,802 $205K
Arkadios Wealth Advisors 0.00% New 1,778 $202K
CoreCap Advisors, LLC 0.01% Reduce -20.6% 1,608 $183K
Geneos Wealth Management Inc. 0.00% Add +0.1% 1,418 $161K
Cassaday & Co Wealth Management LLC 0.00% No change 1,368 $156K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,356 $154K
O'shaughnessy Asset Management, LLC 0.00% Add +5.5% 1,255 $143K
Lanark Financial, Inc. 0.01% Reduce -62.1% 1,238 $141K
Clearstead Advisors, LLC 0.00% No change 1,159 $132K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,102 $125K
Harbour Investments, Inc. 0.00% Reduce -0.6% 1,091 $124K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.09% Add +0.6% 1,081 $123K
Independence Bank of Kentucky 0.01% No change 1,000 $114K
IFP Advisors, Inc 0.00% No change 977 $111K
Western Pacific Wealth Management, LP 0.10% No change 972 $111K
Citizens National Bank Trust Department 0.02% No change 939 $107K
Parvin Asset Management, LLC 0.09% No change 938 $107K
Kentucky Trust Co 0.05% New 914 $104K
Steigerwald, Gordon & Koch Inc. 0.01% No change 912 $104K
Torren Management, LLC 0.05% Add +0.9% 866 $98K
BOK Financial Private Wealth, Inc. 0.00% No change 827 $94K
Ameritas Advisory Services, LLC 0.00% New 707 $80K
Triumph Capital Management 0.01% No change 700 $80K
Beacon Investment Advisory Services, Inc. 0.00% No change 525 $60K
Salomon & Ludwin, LLC 0.00% No change 514 $59K
Glen Eagle Advisors, LLC 0.01% Add +0.8% 514 $58K
Pursuit Wealth Strategies, LLC 0.07% New 503 $57K
Federation des caisses Desjardins du Quebec 0.00% No change 500 $57K
Crews Bank & Trust 0.01% No change 469 $53K
Colonial Trust Co / SC 0.01% No change 446 $51K
Rothschild Investment LLC 0.00% No change 416 $47K
Strategic Wealth Partners, Ltd. 0.00% No change 408 $46K
Founders Financial Alliance, LLC 0.01% New 395 $45K
Larson Financial Group LLC 0.00% Add +0.5% 394 $45K
Private Trust Co. NA 0.00% No change 384 $44K
Versant Capital Management, Inc 0.00% New 379 $43K
Assetmark, Inc. 0.00% Add +40.8% 369 $42K
AdvisorNet Financial, Inc 0.00% Reduce -8.9% 349 $40K
Ancora Advisors LLC 0.00% Reduce -61.3% 325 $37K
N.E.W. Advisory Services LLC 0.00% No change 309 $35K
Glenmede Trust Co. NA 0.00% No change 300 $34K
Financial Consulate, Inc. 0.00% No change 295 $34K
GAMMA Investing LLC 0.00% No change 287 $33K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 270 $31K
Park National Corp. 0.00% No change 259 $29K
Orion Capital Management LLC 0.01% No change 244 $28K
Silver Grove Financial Group, Inc. 0.01% Add +0.9% 233 $27K
Russell Investments Group, Ltd. 0.00% No change 216 $25K
AE Wealth Management LLC 0.00% No change 194 $22K
Synergy Investment Management, LLC 0.01% No change 182 $21K
Compass Financial Management LLC 0.00% — 174 $20K
International Assets Investment Management, LLC 0.00% No change 165 $19K
Bank of Montreal 0.00% Add +21.1% 161 $18K
CBIZ Investment Advisory Services, LLC 0.00% No change 167 $18K
Caldwell Trust Co 0.00% No change 150 $17K
GHP Investment Advisors, Inc. 0.00% No change 145 $16K
Hanson & Doremus Investment Management 0.00% No change 135 $15K
Rialto Wealth Management, LLC 0.00% No change 125 $14K
Key Financial Inc 0.00% Reduce -79.1% 124 $14K
REAP Financial Group, LLC 0.00% No change 68 $8K
Qube Research & Technologies Ltd 0.00% Reduce -4.4% 43 $5K
Creative Financial Designs Inc. 0.00% No change 34 $4K
Catherine Avery Investment Management LLC 0.00% New 32 $4K
Signaturefd, LLC 0.00% No change 26 $3K
Smartleaf Asset Management LLC 0.00% No change 23 $3K
Asset Dedication, LLC 0.00% No change 14 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 1 $116
EverSource Wealth Advisors, LLC 0.00% No change 1 $114

"% of holder's portfolio" is DHS's weight in each manager's 13F, not the share of Wisdomtree US High Dividend the manager owns.