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DHS WISDOMTREE TR

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US HIGH DIVIDEND (fund)

229 managers (231 13F filers) reported a position in DHS shares at 2024-12-31, 6,057,677 shares in all. 23 filers opened a position and 12 filers sold out during the quarter.

Managers
229
13F filers
231
New
23
Added
71
Reduced
55
Sold out
12
Shares held by filers
6,057,677

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.402$37.5K<0.01%+213F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP395$36.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC384$35.9K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc368$34.3K<0.01%-1,17813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…309$28.8K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC287$26.8K<0.01%+2313F-HRTimeline
MAI Capital Management282$26.3K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC242$22.6K<0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…216$20.2K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.200$18.7K<0.01%013F-HRTimeline
Synergy Investment Management, LLC182$17K0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC167$15.6K<0.01%013F-HRTimeline
Caldwell Trust Co150$14K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.136$12.7K<0.01%new13F-HRTimelineGroup
Kiely Wealth Advisory Group, Inc.130$12.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC125$11.7K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA120$11.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC76$7.09K<0.01%013F-HRTimeline
REAP Financial Group, LLC69$6.44K<0.01%-613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV60$5.6K<0.01%+2613F-HRTimeline
Clark Wealth Partners52$4.86K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC35$3.25K<0.01%+113F-HRTimeline
Catherine Avery Investment Management L…32$2.99K<0.01%13F-HR/ATimeline
SIGNATUREFD, LLC26$2.43K<0.01%013F-HRTimeline
AE Wealth Management LLC16$1.49K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$1.12K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.6$6390.06%-6,90013F-HRTimeline
Glass Jacobson Investment Advisors llc3$253<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transce3nd, LLC1$93<0.01%13F-HRTimeline