Who Owns DHS?
WisdomTree U.S. High Dividend Fund — Institutional Ownership & 13F Holdings
$109.96
+0.50 (+0.46%)
Market Cap
$1.5B
Shares Outstanding
13,040,050
Institutional Holders
219
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+78
Institutional data as of Q1 2025
New Positions
43
Closed Positions
22
Increased
61
Decreased
59
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $801.5M | 8,083 |
| 2 | WELLS FARGO & COMPANY/MN | $50.5M | 508,925 |
| 3 | Cetera Investment Advisers | $37.0M | 373,316 |
| 4 | BANK OF AMERICA CORP /DE/ | $36.7M | 369,924 |
| 5 | Linscomb Wealth, Inc. | $34.9M | 352,105 |
| 6 | MORGAN STANLEY | $30.3M | 305,542 |
| 7 | INVENIO WEALTH PARTNERS LLC | $20.0M | 201,554 |
| 8 | MB, LEVIS & ASSOCIATES, LLCNew | $15.8M | 159,396 |
| 9 | Focus Partners Wealth | $12.9M | 130,178 |
| 10 | WIN ADVISORS, INCNew | $10.1M | 102,291 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $801.5M |
| WELLS FARGO & COMPANY/MN | +19K | $50.5M |
| Cetera Investment Advisers | +22K | $37.0M |
| BANK OF AMERICA CORP /DE/ | +24K | $36.7M |
| MORGAN STANLEY | +39K | $30.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | -46K | $533K |
| ENVESTNET ASSET MANAGEMENT INC | -40K | $8K |
| Focus Partners Wealth | -36K | $12.9M |
| CWM, LLC | -25K | $85K |
| RAYMOND JAMES FINANCIAL INC | -19K | $9.3M |
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Frequently Asked Questions
How many institutional investors hold DHS?
As of Q1 2025, 219 institutional investors report holding DHS (WisdomTree U.S. High Dividend Fund) in their 13F filings.
Which hedge fund owns the most DHS?
The largest institutional holder of DHS is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $801.5M in shares.
Are institutions buying or selling DHS?
This quarter, 43 institutions opened new positions in DHS and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.