Who Owns WisdomTree U.S. High Dividend Fund (DHS)?Hedge Fund & Institutional Holders

$108.57+0.40 (+0.37%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.747540000400003e+205T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$87.71$94.14$100.57$107.00$113.43Sep 24Jun 25Mar 26

DHS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+859K+$87.5M
Linscomb Wealth, Inc.New Position+337K+$34.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+116K+$11.0M
Stonebridge Wealth Management, LLCNew Position+92K+$9.4M
Global Retirement Partners, LLCNew Position+50K+$5.0M
FFG RETIREMENT ADVISORS LLCNew Position+43K+$4.3M
Mutual Advisors, LLCNew Position+34K+$3.5M
Catalyst Investment Management LLCNew Position+33K+$3.4M
Sanctuary Advisors, LLCNew Position+33K+$3.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+36K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+35K+$3.0M
TRUIST FINANCIAL CORPNew Position+21K+$2.1M
Avantax Planning Partners, Inc.New Position+23K+$2.0M
Janney Montgomery Scott LLCNew Position+21K+$2.0M
D.A. DAVIDSON & CO.New Position+19K+$1.9M

DHS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-6K-$53.9B
LPL Financial LLCDecreased-15K-$41.8B
INVENIO WEALTH PARTNERS LLCDecreased-8K-$19.4B
Focus Partners WealthDecreased-28K-$17.6B
MB, LEVIS & ASSOCIATES, LLCDecreased-3K-$16.0B
AMERIPRISE FINANCIAL INCDecreased-39K-$13.9B
Kestra Advisory Services, LLCDecreased-1K-$11.8B
OSAIC HOLDINGS, INC.Decreased-24K-$9.9B
UBS Group AGDecreased-4K-$9.5B
Evanson Asset Management, LLCDecreased-257-$8.0B
PRECEDENT WEALTH PARTNERS, LLCDecreased-968-$6.0B
CAPTRUST FINANCIAL ADVISORSDecreased-3K-$4.3B
MML INVESTORS SERVICES, LLCDecreased-15K-$2.9B
HighTower Advisors, LLCDecreased-2K-$2.6B
COMMERCE BANKDecreased-2K-$2.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CWM, LLC859,111$87.5M0.24%Share
2Cetera Investment Advisers402,161$40.0M0.04%Share
3LPL Financial LLC400,015$40.0M0.01%Share
4Linscomb Wealth, Inc.337,330$34.0M1.43%Share
5MORGAN STANLEY312,948$31.0M0.00%Share
6BANK OF AMERICA CORP /DE/252,694$25.0M0.00%Share
7WELLS FARGO & COMPANY/MN237,716$24.0M0.00%Share
8WELLS FARGO & COMPANY/MN227,709$23.0M0.00%Share
9BANK OF AMERICA CORP /DE/189,748$19.0M0.00%Share
10INVENIO WEALTH PARTNERS LLC184,326$18.8M6.97%Share
11MB, LEVIS & ASSOCIATES, LLC156,567$15.9M6.71%Share
12Focus Partners Wealth147,778$15.0M0.02%Share
13Kestra Advisory Services, LLC116,566$11.0M0.05%Share
14ENVESTNET ASSET MANAGEMENT INC116,340$11.0M0.00%Share
15AMERIPRISE FINANCIAL INC98,984$10.0M0.00%Share
16Stonebridge Wealth Management, LLC92,477$9.4M8.90%Share
17UBS Group AG84,952$8.6M0.00%Share
18Evanson Asset Management, LLC79,658$8.1M0.44%Share
19Private Advisor Group, LLC72,236$7.0M0.03%Share
201 NORTH WEALTH SERVICES LLC65,027$6.6M2.33%Share
21M&T BANK CORP19,490$6.4M0.02%Share
22PRECEDENT WEALTH PARTNERS, LLC59,008$6.0M1.26%Share
23ROYAL BANK OF CANADA63,922$6.0M0.00%Share
24WELLS FARGO & COMPANY/MN61,952$6.0M0.00%Share
25OSAIC HOLDINGS, INC.61,917$6.0M0.01%Share
26Wealthspire Retirement, LLC52,972$5.4M0.33%Share
27RAYMOND JAMES FINANCIAL INC57,558$5.0M0.00%Share
28Global Retirement Partners, LLC49,709$5.0M0.09%Share
29M&T BANK CORP15,028$5.0M0.02%Share
30FFG RETIREMENT ADVISORS LLC42,653$4.3M2.69%Share
31Mariner, LLC47,687$4.0M0.00%Share
32CAPTRUST FINANCIAL ADVISORS39,641$4.0M0.01%Share
33GOLDMAN SACHS GROUP INC43,410$4.0M0.00%Share
34Mutual Advisors, LLC34,089$3.5M0.07%Share
35Catalyst Investment Management LLC33,256$3.4M3.21%Share
36COMMONWEALTH EQUITY SERVICES, LLC35,971$3.0M0.00%Share
37RAYMOND JAMES FINANCIAL INC36,777$3.0M0.00%Share
38Cambridge Investment Research Advisors, Inc.36,735$3.0M0.01%Share
39JPMORGAN CHASE & CO37,408$3.0M0.00%Share
40JONES FINANCIAL COMPANIES LLLP34,896$3.0M0.00%Share
41Mariner, LLC30,079$3.0M0.00%Share
42GTS SECURITIES LLC35,842$3.0M0.10%Share
43LVM CAPITAL MANAGEMENT LTD/MI29,329$3.0M0.28%Share
44JT Stratford LLC29,088$3.0M0.38%Share
45COMMERCE BANK21,780$2.0M0.01%Share
46Orion Porfolio Solutions, LLC25,423$2.0M0.01%Share
47Creative Planning20,218$2.0M0.00%Share
48Avantax Planning Partners, Inc.22,580$2.0M0.06%Share
49BLAIR WILLIAM & CO/IL21,945$2.0M0.01%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP28,362$2.0M0.00%Share

DHS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025228$632.4M+83
Q3 2025145$445.1B-63
Q2 2025208$480.6B-11
Q1 2025219$620.9B+21
Q4 2024198$22.1T+40
Q3 2024158$252.7T+2
Q2 2024156$236.2T+14
Q1 2024142$243.7T—

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As of Q4 2025, 50 institutional investors hold DHS (WisdomTree U.S. High Dividend Fund). The largest holder is CWM, LLC with $87.5M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DHS?

As of Q4 2025, 50 institutional investors report holding DHS (WisdomTree U.S. High Dividend Fund) in their 13F filings.

Who is the largest institutional holder of DHS?

The largest institutional holder of DHS is CWM, LLC with $87.5M in shares.

Is institutional ownership of DHS increasing or decreasing?

This quarter, 15 institutions opened new positions in DHS and 0 closed their positions.