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Disclosery

DHS WISDOMTREE TR

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US HIGH DIVIDEND (fund)

229 managers (233 13F filers) reported a position in DHS shares at 2025-06-30, 6,455,650 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
229
13F filers
233
New
17
Added
82
Reduced
66
Sold out
12
Shares held by filers
6,455,650

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC844,212$81M0.29%-10,07913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN502,731$48.3M0.01%-6,19413F-HRTimelineGroup
LPL Financial LLC423,221$40.6M0.01%-14,45013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/405,319$38.9M<0.01%+35,39513F-HRTimelineGroup
Cetera Investment Advisers375,540$36M0.06%+2,22413F-HRTimeline
Linscomb Wealth, Inc.345,217$33.1M1.52%-6,88813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY302,065$29M<0.01%-3,47713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding221,135$21.2M+87,793Timeline
INVENIO WEALTH PARTNERS LLC206,980$19.9M7.9%+5,42613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC159,831$15.3M6.74%+43513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC131,632$12.4M<0.01%+47,79113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding122,510$11.8M+103,074Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding116,014$11.1M+22,156Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,221$9.62M0.02%+17,20013F-HR/ATimelineGroup
Stonebridge Wealth Management, LLC98,470$9.45M8.91%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC95,355$9.15M3.63%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,099$9.13M<0.01%+94413F-HRTimelineGroup
UBS Group AGin group UBS Group AG81,615$7.83M<0.01%+14,39113F-HRTimelineGroup
Evanson Asset Management, LLC79,833$7.66M0.48%-1,15113F-HRTimeline
Mariner, LLCin group Mariner, LLC78,918$7.57M0.01%+5,29213F-HRTimelineGroup
Private Advisor Group, LLC63,591$6.1M0.03%+24,52913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC60,052$5.76M1.41%-2,20613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,300$5.02M<0.01%+2,83813F-HR/ATimelineGroup
Good Life Advisors, LLC49,409$4.74M0.3%+26713F-HRTimeline
Wealthspire Retirement, LLC47,525$4.56M0.3%+55013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,307$4.25M<0.01%-13,48213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS42,636$4.09M0.01%+6,65913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,343$3.58M<0.01%+2,27013F-HRTimeline
FFG RETIREMENT ADVISORS LLC36,690$3.52M2.21%+52113F-HRTimeline
Mutual Advisors, LLC34,509$3.41M0.09%-29413F-HRTimeline
PBMares Wealth Management LLC34,902$3.35M0.61%+50813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,896$3.24M<0.01%+27,90513F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI33,667$3.23M0.34%-6,06813F-HRTimeline
Cambridge Investment Research Advisors,…31,455$3.02M0.01%-16,32013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,120$2.99M<0.01%+26,69813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,143$2.89M0.01%013F-HRTimeline
Global Retirement Partners, LLC28,970$2.78M0.07%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,800$2.38M0.01%-64513F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,011$2.3M0.02%+5,16513F-HR/ATimeline
HighTower Advisors, LLC23,972$2.3M<0.01%+1,08713F-HRTimeline
Avantax Planning Partners, Inc.23,459$2.25M0.07%-52113F-HRTimeline
JT Stratford LLC23,009$2.21M0.33%+2,83813F-HRTimeline
BLAIR WILLIAM & CO/IL22,145$2.13M0.01%+1,92513F-HRTimeline
ArchPoint Investors21,825$2.09M0.62%-1,35013F-HRTimeline
Janney Montgomery Scott LLC20,495$1.97M0.01%-8,35313F-HRTimeline
Creative Planningin group Creative Planning20,144$1.93M<0.01%+1113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,981$1.82M<0.01%-1,71913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC17,257$1.66M0.38%-4113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,613$1.59M<0.01%-1,50013F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.15,872$1.52M0.03%+6,02913F-HRTimeline
Barnes Wealth Management Group, Inc15,829$1.52M0.9%+1,08413F-HRTimeline
World Investment Advisors15,823$1.52M0.03%-20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,726$1.51M<0.01%+11,76913F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,930$1.43M0.48%+37213F-HRTimeline
D.A. DAVIDSON & CO.14,828$1.42M0.01%+2,99713F-HRTimeline
Cadence Bank14,748$1.42M0.09%-2513F-HRTimeline
Community Bank, N.A.14,340$1.38M0.18%-12613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,545$1.3M<0.01%013F-HRTimelineGroup
Axis Wealth Partners, LLC13,808$1.23M0.81%-76513F-HRTimeline
Keebeck Wealth Management12,042$1.16M0.15%013F-HRTimeline
Dynamic Advisor Solutions LLC11,909$1.14M0.04%-14713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,679$1.12M<0.01%-19013F-HR/ATimelineGroup
SAXON INTERESTS, INC.10,922$1.08M0.51%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,284$1.08M0.02%+60813F-HRTimeline
Merit Financial Group, LLC11,153$1.07M0.01%-17213F-HRTimeline
NewEdge Advisors, LLC11,102$1.07M0.01%+39513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,326$1.01M<0.01%-2,20113F-HRTimeline
Melone Private Wealth, LLC10,581$1.01M0.52%+2013F-HRTimeline
Waverly Advisors, LLC10,272$986K0.01%-1513F-HRTimeline
SBI Securities Co., Ltd.10,076$967K0.03%+37813F-HRTimeline
CENTRAL TRUST Co9,956$956K0.02%+2,70513F-HRTimeline
Advisory Services Network, LLC8,947$865K0.01%-22113F-HRTimeline
Virtus Family Office LLC8,784$843K1.08%-6,00313F-HRTimeline
Oxinas Partners, LLC8,465$812K0.42%-10013F-HRTimeline
Capital Advisors, Ltd. LLC8,301$797K0.1%+713F-HRTimeline
Main Street Financial Solutions, LLC7,997$768K0.06%+3813F-HRTimeline
COMERICA BANK7,636$733K<0.01%-9,40813F-HRTimeline
Steward Partners Investment Advisory, L…7,619$731K0.01%+2,64313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,583$728K<0.01%-50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,527$722K<0.01%+42413F-HRTimelineGroup
Sanctuary Advisors, LLC6,903$663K<0.01%+53913F-HRTimeline
ShoreHaven Wealth Partners, LLC6,684$642K0.26%-10,67213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,543$628K0.02%+6,53213F-HRTimelineGroup
Farther Finance Advisors, LLC6,258$601K0.01%+1,32913F-HRTimeline
FMR LLCin group FMR LLC6,148$590K<0.01%+1,12713F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,084$584K0.05%-31213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,904$567K0.28%-4313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,885$565K<0.01%013F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,878$564K0.01%+1413F-HRTimeline
Tranquility Partners, LLC5,872$564K0.2%013F-HRTimeline
Passive Capital Management, LLC.5,762$561K0.17%013F-HRTimeline
Elk River Wealth Management LLC5,782$555K0.1%-3613F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$540K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.5,290$507K0.04%-57313F-HRTimeline
Relyea Zuckerberg Hanson LLC5,262$505K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC5,151$494K<0.01%+1,83113F-HRTimeline
GSG Advisors LLC5,118$491K0.14%+3013F-HRTimeline
GTS SECURITIES LLC4,957$476K0.02%013F-HRTimeline
Nelson Capital Management, LLC4,945$475K0.06%013F-HRTimeline
Avior Wealth Management, LLC4,901$470K0.02%-4713F-HRTimeline
Beacon Pointe Advisors, LLC4,845$465K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,805$461K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC4,792$460K0.02%-40213F-HRTimeline
TFC Financial Management, Inc.4,780$459K0.06%+15013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,701$451K0.02%+40013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC4,674$449K0.32%-7,23413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,501$432K<0.01%013F-HR/ATimelineGroup
Avestar Capital, LLC4,439$426K0.03%013F-HRTimeline
MSH Capital Advisors LLC4,383$421K0.12%+1,05513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,293$412K0.01%-60013F-HRTimelineGroup
Maltin Wealth Management, Inc.4,293$412K0.19%+4313F-HRTimeline
Atria Investments, Inc4,247$408K<0.01%-4913F-HRTimeline
Capital Investment Advisors, LLC4,214$404K0.01%013F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$403K<0.01%013F-HRTimelineGroup
Monument Group Wealth Advisors, LLC4,119$395K0.25%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,111$395K<0.01%+24213F-HRTimeline
Summit Financial, LLC4,016$385K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,908$375K<0.01%-6313F-HRTimelineGroup
Tempus Wealth Planning, LLC3,906$375K0.09%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,844$369K0.45%13F-HRTimeline
Western Wealth Management, LLC3,736$359K0.02%-25413F-HRTimeline
Capital Advisors Wealth Management, LLC3,697$355K0.06%+13413F-HRTimeline
Sequoia Financial Advisors, LLC3,623$348K<0.01%+2013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,621$348K0.02%-41813F-HRTimeline
Tilson Financial Group, Inc.3,494$335K0.13%+3113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,359$322K<0.01%013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC3,340$321K0.06%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,287$315K+2,087Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,273$314K<0.01%-7,71713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,261$313K<0.01%-86613F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.3,243$311K0.18%013F-HRTimeline
NorthCoast Asset Management LLC3,239$311K<0.01%new13F-HRTimeline
Mullooly Asset Management, Inc.3,228$310K0.13%+3113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,217$309K<0.01%-7013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,200$307K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,194$307K<0.01%+1213F-HRTimeline
Edge Financial Advisors LLC3,089$296K0.16%+3113F-HRTimeline
Cooper Financial Group3,082$296K0.03%-63513F-HRTimeline
Blue Trust, Inc.3,009$289K<0.01%+2,35713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,000$288K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Consultants Ins…2,993$287K0.09%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,886$277K<0.01%013F-HRTimeline
Ranch Capital Advisors Inc.2,816$270K0.12%+1613F-HRTimeline
Friday Financial2,754$264K0.13%013F-HRTimeline
Wick Capital Partners, LLC4,473$258K0.07%+1,78213F-HRTimeline
KWB Wealth2,583$256K0.03%-1713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,664$256K0.04%-18613F-HRTimeline
Revisor Wealth Management LLC2,495$246K0.09%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,514$241K0.03%013F-HRTimeline
WEBSTER BANK, N. A.2,510$241K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,505$240K<0.01%013F-HRTimeline
CHOREO, LLC2,505$240K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,494$239K<0.01%-19813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.2,456$236K0.11%+39013F-HRTimeline
Avant Capital LLC2,450$235K0.18%-8013F-HRTimeline
IEQ CAPITAL, LLC2,442$234K<0.01%+2513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,400$230K0.01%-2,97613F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,325$223K0.02%+1113F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$221K0.02%013F-HRTimeline
RFG Advisory, LLC2,287$220K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,275$218K<0.01%-5013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,238$215K0.01%013F-HRTimeline
Apella Capital, LLC2,192$214K0.01%-5713F-HRTimeline
Financial Sense Advisors, Inc.2,222$213K0.05%-3413F-HRTimeline
Atria Wealth Solutions, Inc.2,211$212K<0.01%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC2,209$212K0.12%new13F-HRTimeline
Gemmer Asset Management LLC2,201$211K0.02%-67313F-HRTimeline
Geneos Wealth Management Inc.1,783$171K<0.01%+213F-HRTimeline
EP Wealth Advisors, LLC1,312$126K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,210$116K<0.01%-14013F-HRTimeline
BOK Financial Private Wealth, Inc.1,182$113K0.01%+11513F-HRTimeline
Clearstead Advisors, LLC1,159$111K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,102$106K0.01%+9413F-HRTimeline
CoreCap Advisors, LLC1,096$105K<0.01%+19113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,085$104K<0.01%+5113F-HRTimeline
IFP Advisors, Inc1,027$98.6K<0.01%+1913F-HRTimeline
Independence Bank of Kentucky1,000$96K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC986$94.6K<0.01%013F-HRTimelineGroup
Western Pacific Wealth Management, LP972$93.3K0.09%-38513F-HRTimeline
Citizens National Bank Trust Department939$90.1K0.02%013F-HRTimeline
Parvin Asset Management, LLC938$90K0.09%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC834$80K<0.01%+313F-HRTimelineGroup
TruNorth Capital Management, LLC800$76.8K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…707$67.9K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.698$67K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/665$63.8K<0.01%-39013F-HRTimelineGroup
Glenmede Investment Management, LP600$57.6K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC514$50.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$48K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC472$45.3K0.03%+513F-HRTimeline
Key Financial Inc470$45.1K0.01%013F-HRTimeline
Crews Bank & Trust469$45K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC456$43.7K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors446$42.8K0.01%-5413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC424$40.7K<0.01%+1213F-HRTimelineGroup
Glen Eagle Advisors, LLC423$40.6K0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC416$40K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.408$39.2K<0.01%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP395$37.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC387$37.2K<0.01%+213F-HRTimeline