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Disclosery

DHS WISDOMTREE TR

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US HIGH DIVIDEND (fund)

224 managers (227 13F filers) reported a position in DHS shares at 2025-03-31, 6,062,456 shares in all. 19 filers opened a position and 22 filers sold out during the quarter.

Managers
224
13F filers
227
New
19
Added
73
Reduced
68
Sold out
22
Shares held by filers
6,062,456

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC854,291$84.7M0.34%-24,94813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN508,925$50.5M0.01%+19,21813F-HRTimelineGroup
LPL Financial LLC437,671$43.4M0.02%+49,17813F-HRTimeline
Cetera Investment Advisers373,316$37M0.07%+22,38913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/369,924$36.7M<0.01%+23,53313F-HRTimelineGroup
Linscomb Wealth, Inc.352,105$34.9M1.74%-7,70113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY305,542$30.3M<0.01%+38,87113F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC201,554$20M8.39%-15,09213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC159,396$15.8M7.34%+76113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding133,342$13.2M-35,427Timeline
WIN ADVISORS, INC102,291$10.1M5.21%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,155$9.34M<0.01%-18,87413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,858$9.31M-48,140Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,841$8.31M<0.01%+5,40013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,021$8.23M0.02%-6,45513F-HRTimelineGroup
Evanson Asset Management, LLC80,984$8.03M0.57%-29213F-HRTimeline
Mariner, LLCin group Mariner, LLC73,626$7.3M0.01%+7,71413F-HRTimelineGroup
UBS Group AGin group UBS Group AG67,224$6.67M<0.01%-9,05113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC62,258$6.17M1.71%+3,05013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,789$5.73M<0.01%+6,16713F-HRTimelineGroup
One Capital Management, LLC51,434$5.1M0.17%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,462$4.91M<0.01%+82313F-HR/ATimelineGroup
Good Life Advisors, LLC49,142$4.87M0.34%-42513F-HRTimeline
Cambridge Investment Research Advisors,…47,775$4.74M0.02%+18,80313F-HRTimeline
Wealthspire Retirement, LLC46,975$4.66M0.37%+53613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI39,735$3.94M0.44%-4,49413F-HRTimeline
Private Advisor Group, LLC39,062$3.87M0.02%-1,43613F-HRTimeline
FFG RETIREMENT ADVISORS LLC36,169$3.59M2.44%-1,16113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,977$3.57M0.01%-67613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,073$3.48M<0.01%+4,08813F-HRTimeline
PBMares Wealth Management LLC34,394$3.41M0.68%-513F-HRTimeline
Mutual Advisors, LLC34,803$3.22M0.09%-49513F-HRTimeline
MML INVESTORS SERVICES, LLC30,143$2.99M0.01%-9,02513F-HRTimeline
Janney Montgomery Scott LLC28,848$2.86M0.01%+6,98413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,445$2.52M0.02%-1,13013F-HRTimelineGroup
Avantax Planning Partners, Inc.23,980$2.38M0.08%-26113F-HRTimeline
ArchPoint Investors23,175$2.3M0.76%+11,00013F-HR/ATimeline
HighTower Advisors, LLC22,885$2.27M<0.01%+97413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,700$2.05M<0.01%+1,09013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL20,220$2.01M0.01%+44013F-HRTimeline
JT Stratford LLC20,171$2M0.35%+8,64213F-HRTimeline
Creative Planningin group Creative Planning20,133$2M<0.01%-2,39313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,436$1.93M+5,570Timeline
Orion Porfolio Solutions, LLC18,846$1.87M0.02%-14,55113F-HRTimeline
Orion Portfolio Solutions, LLC18,846$1.87M0.02%-14,55113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,113$1.8M<0.01%-3,29013F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC17,356$1.72M0.82%+30113F-HRTimeline
Cherry Tree Wealth Management, LLC17,298$1.72M0.41%-28313F-HRTimeline
COMERICA BANK17,044$1.69M0.01%+55613F-HRTimeline
World Investment Advisors16,023$1.59M0.04%-28513F-HRTimeline
Virtus Family Office LLC14,787$1.47M1.88%-8713F-HRTimeline
Cadence Bank14,773$1.46M0.1%-2,85913F-HRTimeline
Barnes Wealth Management Group, Inc14,745$1.46M0.94%+68713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,558$1.44M0.54%+1,48713F-HRTimeline
Community Bank, N.A.14,466$1.43M0.19%-72513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,545$1.34M<0.01%-1,26213F-HRTimelineGroup
Axis Wealth Partners, LLC14,573$1.32M0.98%-81413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,527$1.24M<0.01%+6,59113F-HRTimeline
Dynamic Advisor Solutions LLC12,056$1.2M0.04%new13F-HRTimeline
Keebeck Wealth Management12,042$1.19M0.18%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,908$1.18M0.87%+43713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,869$1.18M<0.01%-1,51913F-HRTimelineGroup
D.A. DAVIDSON & CO.11,831$1.17M0.01%+58013F-HRTimeline
AssuredPartners Investment Advisors, LLC11,593$1.15M0.22%-84213F-HRTimeline
Merit Financial Group, LLC11,325$1.12M0.02%+2013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,990$1.09M<0.01%+7,39113F-HRTimelineGroup
SAXON INTERESTS, INC.10,922$1.08M0.51%new13F-HRTimeline
NewEdge Advisors, LLC10,707$1.06M0.01%-11,37613F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,676$1.06M0.03%+5,45113F-HRTimeline
Melone Private Wealth, LLC10,561$1.05M0.55%+1213F-HRTimeline
Waverly Advisors, LLC10,287$1.02M0.01%-17213F-HRTimeline
J.W. COLE ADVISORS, INC.9,843$976K0.03%+1,82013F-HRTimeline
SBI Securities Co., Ltd.9,698$962K0.03%+11413F-HRTimeline
Advisory Services Network, LLC9,168$909K0.02%-5,80413F-HRTimeline
Oxinas Partners, LLC8,565$849K0.5%-16513F-HRTimeline
Capital Advisors, Ltd. LLC8,294$822K0.11%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,083$802K<0.01%+1,04713F-HRTimelineGroup
Main Street Financial Solutions, LLC7,959$789K0.07%+4013F-HRTimeline
CENTRAL TRUST Co7,251$719K0.02%+7913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,103$705K<0.01%+6413F-HRTimelineGroup
Waterloo Capital, L.P.6,458$640K0.06%new13F-HRTimeline
Clearwater Capital Advisors, LLC6,396$634K0.06%-3613F-HRTimeline
Sanctuary Advisors, LLC6,364$631K<0.01%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,947$590K0.31%-14413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,991$587K<0.01%+2,00613F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,885$584K<0.01%013F-HR/ATimelineGroup
Tranquility Partners, LLC5,872$582K0.22%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,864$581K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5,863$581K0.05%+5,85713F-HRTimeline
Elk River Wealth Management LLC5,818$577K0.11%013F-HRTimeline
Passive Capital Management, LLC.5,762$571K0.18%-30013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$558K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,446$540K<0.01%-5,63013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,376$533K0.01%-46,44913F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC5,262$522K0.07%013F-HRTimeline
IFG Advisory, LLC5,194$515K0.03%-2013F-HRTimeline
FMR LLCin group FMR LLC5,021$498K<0.01%-1913F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,976$493K<0.01%013F-HRTimeline
GTS SECURITIES LLC4,957$492K0.02%-4,60013F-HRTimeline
Avior Wealth Management, LLC4,948$491K0.02%-14113F-HRTimeline
Nelson Capital Management, LLC4,945$490K0.08%-33013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,893$485K0.01%+113F-HRTimelineGroup
Farther Finance Advisors, LLC4,929$484K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,845$480K0.01%+39513F-HRTimeline
GSG Advisors LLC5,088$465K0.15%+2013F-HRTimeline
TFC Financial Management, Inc.4,630$459K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,501$446K<0.01%-8713F-HRTimelineGroup
Avestar Capital, LLC4,439$440K0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,422$438K<0.01%-6,31513F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,301$426K0.02%+26713F-HRTimeline
Atria Investments, Inc4,296$426K0.01%-3,77713F-HRTimeline
Maltin Wealth Management, Inc.4,250$421K0.2%-12213F-HRTimeline
Capital Investment Advisors, LLC4,214$418K0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$416K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,127$409K<0.01%-1713F-HRTimelineGroup
Monument Group Wealth Advisors, LLC4,119$408K0.28%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,039$401K0.01%+313F-HRTimeline
Western Wealth Management, LLC3,990$396K0.03%+25813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,971$394K<0.01%-77813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,957$392K<0.01%-16,27513F-HRTimelineGroup
Tempus Wealth Planning, LLC3,906$387K0.12%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,869$384K<0.01%+9913F-HRTimeline
Cooper Financial Group3,717$369K0.05%-3,56313F-HRTimeline
Sequoia Financial Advisors, LLC3,603$357K<0.01%+1313F-HRTimeline
Capital Advisors Wealth Management, LLC3,563$353K0.06%+2113F-HRTimeline
Tilson Financial Group, Inc.3,463$343K0.14%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,359$333K<0.01%013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC3,340$331K0.07%013F-HRTimeline
MSH Capital Advisors LLC3,328$330K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC3,320$329K<0.01%-1,17113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,287$326K<0.01%+41013F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.3,243$322K0.2%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,200$317K<0.01%-40013F-HRTimelineGroup
Mullooly Asset Management, Inc.3,197$317K0.14%13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV3,182$314K<0.01%-19613F-HRTimeline
Edge Financial Advisors LLC3,058$303K0.19%+2013F-HRTimeline
West Coast Financial LLC3,000$297K0.03%013F-HRTimeline
Transform Wealth, LLC2,951$293K0.02%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,886$286K0.01%013F-HRTimeline
Gemmer Asset Management LLC2,874$285K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,850$283K0.05%+20113F-HRTimeline
Ranch Capital Advisors Inc.2,800$278K0.13%+1113F-HRTimeline
Friday Financial2,754$271K0.16%+26013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,692$267K0.01%-14713F-HRTimelineGroup
Wick Capital Partners, LLC2,691$267K0.08%new13F-HRTimeline
Avant Capital LLC2,530$251K0.21%+413F-HRTimeline
GPS Wealth Strategies Group, LLC2,514$249K0.03%013F-HRTimeline
WEBSTER BANK, N. A.2,510$249K0.03%013F-HRTimeline
DAVENPORT & Co LLC2,505$248K<0.01%013F-HRTimeline
CHOREO, LLC2,505$248K<0.01%013F-HRTimeline
Revisor Wealth Management LLC2,495$247K0.11%new13F-HRTimeline
KWB Wealth2,600$243K0.03%+7513F-HRTimeline
IEQ CAPITAL, LLC2,417$240K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,325$231K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,314$229K0.02%+713F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$229K0.02%013F-HRTimeline
Financial Sense Advisors, Inc.2,256$224K0.06%+413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,238$222K0.02%013F-HRTimeline
Lindbrook Capital, LLC2,205$219K0.02%013F-HRTimeline
Bison Wealth, LLC2,117$210K0.02%-5,29013F-HRTimeline
Apella Capital, LLC2,249$205K0.01%-613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,066$205K0.1%+15613F-HRTimeline
Geneos Wealth Management Inc.1,781$177K<0.01%+113F-HRTimeline
Western Pacific Wealth Management, LP1,357$135K0.12%013F-HRTimeline
Aptus Capital Advisors, LLC1,350$134K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,200$119K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,159$115K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,067$106K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,055$105K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,034$103K<0.01%+48013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,008$100K0.01%013F-HRTimeline
IFP Advisors, Inc1,008$100K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,000$99.2K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC986$97.8K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department939$93.1K0.02%new13F-HRTimeline
Parvin Asset Management, LLC938$93K0.1%013F-HRTimeline
CoreCap Advisors, LLC905$89.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC831$82.4K<0.01%+213F-HRTimelineGroup
TruNorth Capital Management, LLC800$79.3K0.02%-27213F-HRTimeline
First Command Advisory Services, Inc.698$69.2K<0.01%+5813F-HRTimeline
Blue Trust, Inc.652$64.7K<0.01%+25013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA600$59.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC514$51K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors500$49.6K0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…500$49.6K<0.01%013F-HRTimeline
Key Financial Inc470$46.6K0.01%013F-HRTimeline
Crews Bank & Trust469$46.5K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC467$46.3K0.04%+313F-HRTimeline
Opal Wealth Advisors, LLC456$45.2K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC432$42.9K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC419$41.6K0.01%+213F-HRTimeline
PSI Advisors, LLC417$41.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC416$41.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd410$40.7K<0.01%-14513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP395$39.2K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC412$38.5K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC385$38.2K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc370$36.7K<0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…309$30.6K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC287$28.5K<0.01%013F-HR/ATimeline