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Disclosery

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
CWM, LLCin group CWM, LLC879,239$82.1M0.34%-31,74013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN489,707$45.7M0.01%+62,69313F-HRTimelineGroup
LPL Financial LLC388,493$36.3M0.01%-4,89213F-HRTimeline
Linscomb Wealth, Inc.359,806$33.6M1.67%+3,02013F-HRTimeline
Cetera Investment Advisers350,927$32.8M0.07%+48313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/346,391$32.3M<0.01%+4,28813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY266,671$24.9M<0.01%+24,35013F-HR/ATimelineGroup
INVENIO WEALTH PARTNERS LLC216,646$20.2M8.47%-10213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding168,769$15.8M+5,541Timeline
MB, LEVIS & ASSOCIATES, LLC158,635$14.8M7.42%-1,41413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding141,998$13.3M+9,189Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,029$10.6M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,476$8.35M0.02%+7,48513F-HR/ATimelineGroup
Evanson Asset Management, LLC81,276$7.59M0.52%-4,08913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC78,441$7.32M<0.01%+4,02813F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,275$7.12M<0.01%-14,22213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC65,912$6.15M0.01%-2,52413F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC59,208$5.53M1.8%+63013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,825$4.84M0.11%+10,10213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,622$4.82M<0.01%+12,17613F-HRTimelineGroup
Good Life Advisors, LLC49,567$4.63M0.34%+95313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,639$4.54M<0.01%-1,47913F-HRTimelineGroup
Wealthspire Retirement, LLC46,439$4.34M0.34%+30413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI44,229$4.13M0.44%-1,90813F-HRTimeline
Private Advisor Group, LLC40,498$3.78M0.02%-6,36913F-HRTimeline
MML INVESTORS SERVICES, LLC39,168$3.66M0.01%+12,53713F-HRTimeline
FFG RETIREMENT ADVISORS LLC37,330$3.49M2.28%-31913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,653$3.42M0.01%-1,03413F-HRTimeline
Mutual Advisors, LLC35,298$3.33M0.1%+28913F-HRTimeline
PBMares Wealth Management LLC34,399$3.21M0.66%+9913F-HRTimeline
Orion Porfolio Solutions, LLC33,397$3.12M0.03%+1,83813F-HRTimeline
Orion Portfolio Solutions, LLC33,397$3.12M0.03%+1,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,985$2.89M<0.01%+3,61213F-HRTimeline
Cambridge Investment Research Advisors,…28,972$2.71M0.01%+49313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,575$2.48M0.02%+2,60013F-HRTimelineGroup
Avantax Planning Partners, Inc.24,241$2.26M0.08%-1,73413F-HRTimeline
Creative Planningin group Creative Planning22,526$2.1M<0.01%+1,92113F-HRTimelineGroup
NewEdge Advisors, LLC22,083$2.06M0.01%+14,96413F-HRTimeline
HighTower Advisors, LLC21,911$2.05M<0.01%+11313F-HRTimeline
Janney Montgomery Scott LLC21,864$2.04M0.01%-26513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,403$2M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC20,848$1.95M0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,232$1.89M<0.01%+17,24113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL19,780$1.85M0.01%-40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,610$1.83M<0.01%+16313F-HRTimelineGroup
Coppell Advisory Solutions LLC18,442$1.71M0.24%new13F-HRTimeline
Optivise Advisory Services LLC17,868$1.67M0.9%new13F-HRTimeline
Cadence Bank17,632$1.65M0.11%-1,18913F-HRTimeline
Cherry Tree Wealth Management, LLC17,581$1.64M0.41%-33313F-HRTimeline
Global Retirement Partners, LLC17,570$1.64M0.05%+3,25013F-HRTimeline
ShoreHaven Wealth Partners, LLC17,055$1.59M0.75%+18113F-HRTimeline
COMERICA BANK16,488$1.54M0.01%-2213F-HR/ATimeline
World Investment Advisors16,308$1.52M0.04%013F-HRTimeline
Community Bank, N.A.15,191$1.42M0.18%013F-HRTimeline
Advisory Services Network, LLC14,972$1.4M0.03%-28513F-HRTimeline
Virtus Family Office LLC14,874$1.39M1.74%+11,19713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,807$1.38M<0.01%+1,45613F-HRTimelineGroup
Axis Wealth Partners, LLC15,387$1.35M1.14%13F-HRTimeline
Barnes Wealth Management Group, Inc14,058$1.31M0.88%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,866$1.29M0.01%+5,22513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,388$1.25M<0.01%+3,17513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,071$1.22M0.49%-94613F-HRTimeline
AssuredPartners Investment Advisors, LLC12,435$1.16M0.23%13F-HRTimeline
ArchPoint Investors12,175$1.14M0.37%013F-HRTimeline
Keebeck Wealth Management12,042$1.12M0.16%013F-HRTimeline
JT Stratford LLC11,529$1.08M0.18%-20413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,471$1.07M0.81%+69813F-HRTimeline
Merit Financial Group, LLC11,305$1.06M0.02%-3713F-HRTimeline
D.A. DAVIDSON & CO.11,251$1.05M0.01%+25013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,076$1.03M<0.01%-48313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,737$1M<0.01%-30,82613F-HRTimelineGroup
Melone Private Wealth, LLC10,549$985K0.51%-3013F-HRTimeline
Waverly Advisors, LLC10,459$976K0.02%-15613F-HRTimeline
SBI Securities Co., Ltd.9,584$895K0.03%13F-HRTimeline
GTS SECURITIES LLC9,557$892K0.04%new13F-HRTimeline
Oxinas Partners, LLC8,730$815K0.48%-1,00013F-HRTimeline
Capital Advisors, Ltd. LLC8,294$774K0.1%013F-HRTimeline
Atria Investments, Inc8,073$754K0.01%+4,64713F-HRTimeline
J.W. COLE ADVISORS, INC.8,023$749K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,017$748K0.01%-3,81513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,960$743K<0.01%-99113F-HRTimelineGroup
Main Street Financial Solutions, LLC7,919$739K0.07%+3713F-HRTimeline
Bison Wealth, LLC7,407$692K0.08%13F-HRTimeline
Cooper Financial Group7,280$680K0.08%-20013F-HRTimeline
CENTRAL TRUST Co7,172$670K0.02%+12013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,039$657K<0.01%-46413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,036$657K<0.01%+4713F-HRTimelineGroup
Sanctuary Advisors, LLC6,364$614K<0.01%-71613F-HRTimeline
Clearwater Capital Advisors, LLC6,432$600K0.06%-113F-HRTimeline
Bordeaux Wealth Advisors LLC6,346$592K0.1%+6213F-HR/ATimeline
Fort Point Capital Partners LLC6,097$569K0.06%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,091$569K0.3%-9413F-HRTimeline
Passive Capital Management, LLC.6,062$566K0.2%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,936$554K<0.01%new13F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC5,885$549K<0.01%-53613F-HRTimelineGroup
Tranquility Partners, LLC5,872$548K0.21%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,864$547K0.01%013F-HRTimeline
Elk River Wealth Management LLC5,818$543K0.1%-35413F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$525K0.02%013F-HRTimeline
Nelson Capital Management, LLC5,275$492K0.08%013F-HRTimeline
Relyea Zuckerberg Hanson LLC5,262$491K0.07%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,225$488K0.01%-6413F-HRTimeline
IFG Advisory, LLC5,214$487K0.03%new13F-HRTimeline
Avior Wealth Management, LLC5,089$475K0.02%013F-HRTimeline
GSG Advisors LLC5,068$473K0.15%+4113F-HRTimeline
FMR LLCin group FMR LLC5,040$471K<0.01%+1,08113F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,976$465K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,892$457K0.01%+113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,749$443K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,588$428K<0.01%013F-HRTimelineGroup
Goldstone Financial Group, LLC4,497$420K0.07%new13F-HRTimeline
Integrated Wealth Concepts LLC4,491$419K<0.01%-20213F-HRTimeline
Beacon Pointe Advisors, LLC4,450$415K<0.01%013F-HRTimeline
Avestar Capital, LLC4,439$415K0.04%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,427$413K0.01%013F-HRTimelineGroup
Maltin Wealth Management, Inc.4,372$408K0.2%+4313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$392K0.01%+70213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,144$387K<0.01%-1413F-HRTimelineGroup
Monument Group Wealth Advisors, LLC4,119$385K0.27%013F-HRTimeline
Dakota Wealth Management4,106$383K0.01%-37,96913F-HRTimeline
B. Riley Wealth Advisors, Inc.4,036$377K0.01%-13913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,034$377K0.02%+5013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,985$372K<0.01%+2,51613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,770$352K<0.01%-1813F-HRTimeline
Western Wealth Management, LLC3,732$348K0.02%+97313F-HR/ATimeline
Independent Advisor Alliance3,645$340K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,600$336K<0.01%-1,48813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,599$336K<0.01%-5,17813F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,590$335K<0.01%+25813F-HR/ATimeline
Capital Advisors Wealth Management, LLC3,542$331K0.06%+10713F-HRTimeline
Tilson Financial Group, Inc.3,463$323K0.13%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,378$315K<0.01%-2,05613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,359$314K<0.01%013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC3,340$312K0.06%013F-HRTimeline
MSH Capital Advisors LLC3,328$311K0.1%+17813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,243$303K0.18%013F-HRTimeline
Brooklyn Investment Group3,176$297K0.09%new13F-HRTimeline
Edge Financial Advisors LLC3,038$284K0.25%+3013F-HRTimeline
West Coast Financial LLC3,000$280K0.03%013F-HRTimeline
Transform Wealth, LLC2,951$276K0.02%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,935$274K0.13%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,886$269K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,877$269K<0.01%+65513F-HRTimelineGroup
Gemmer Asset Management LLC2,874$268K0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,839$265K0.01%+613F-HRTimelineGroup
Ranch Capital Advisors Inc.2,789$260K0.12%+1513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,649$257K0.04%new13F-HRTimeline
Wedmont Private Capital2,691$246K0.01%013F-HRTimeline
KWB Wealth2,525$237K0.03%-11213F-HRTimeline
Avant Capital LLC2,526$236K0.2%13F-HRTimeline
GPS Wealth Strategies Group, LLC2,514$235K0.03%013F-HRTimeline
WEBSTER BANK, N. A.2,510$234K0.03%013F-HRTimeline
CHOREO, LLC2,505$234K<0.01%013F-HRTimeline
DAVENPORT & Co LLC2,505$234K<0.01%013F-HRTimeline
Friday Financial2,494$233K0.16%13F-HRTimeline
Fulcrum Equity Management2,341$219K0.22%new13F-HRTimeline
City Center Advisors, LLC2,341$219K0.25%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,325$217K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,307$215K0.02%+1013F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$215K0.02%013F-HRTimeline
Apella Capital, LLC2,255$211K0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.2,252$210K0.07%+513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,238$209K0.02%013F-HRTimeline
Lindbrook Capital, LLC2,205$206K0.02%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,166$202K<0.01%-97513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,910$178K0.08%+22013F-HRTimeline
Geneos Wealth Management Inc.1,780$166K0.01%-9313F-HRTimeline
Western Pacific Wealth Management, LP1,357$127K0.1%+19713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,200$113K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,200$112K<0.01%-4013F-HRTimelineGroup
Central Pacific Bank - Trust Division1,200$112K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,159$108K<0.01%013F-HRTimeline
Allworth Financial LP1,100$104K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,072$100K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,067$99.7K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,055$98.5K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,008$94.1K0.01%new13F-HR/ATimeline
IFP Advisors, Inc1,008$94.1K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,000$93.4K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC986$92.1K<0.01%-6613F-HRTimelineGroup
Parvin Asset Management, LLC938$87.6K0.09%13F-HRTimeline
CoreCap Advisors, LLC905$84.5K<0.01%-17213F-HRTimeline
LRI Investments, LLC885$82.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC829$77.4K<0.01%+213F-HRTimelineGroup
First Command Advisory Services, Inc.640$59.8K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA600$56K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd555$51.8K<0.01%+28413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC554$51.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC514$48K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors500$46.7K0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…500$46.7K<0.01%013F-HRTimeline
Key Financial Inc470$43.9K0.01%013F-HRTimeline
Crews Bank & Trust469$43.8K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC464$43.1K0.03%+413F-HRTimeline
NFSG Corp459$42.9K0.01%-10113F-HRTimeline
PSI Advisors, LLC417$38.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC417$38.9K0.01%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC416$38.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC412$38.5K<0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC407$38K0.01%+413F-HRTimeline