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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 2025-09-30, 6,504,902 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
229
13F filers
233
New
17
Added
77
Reduced
74
Sold out
12
Shares held by filers
6,504,902

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC859,127$86.6M0.26%+14,91513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN535,084$53.9M0.01%+32,35313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/422,000$42.5M<0.01%+16,68113F-HR/ATimelineGroup
LPL Financial LLC414,804$41.8M0.01%-8,41713F-HRTimeline
Cetera Investment Advisers387,192$39M0.05%+11,65213F-HRTimeline
Linscomb Wealth, Inc.337,657$34M1.47%-7,56013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307,659$31M<0.01%+5,59413F-HR/ATimelineGroup
INVENIO WEALTH PARTNERS LLC192,417$19.4M7.05%-14,56313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding178,373$17.9M-42,762Timeline
MB, LEVIS & ASSOCIATES, LLC159,151$16M6.94%-68013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC138,460$13.9M<0.01%+6,82813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding130,063$13.1M+14,049Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding119,681$12.1M-2,829Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,099$9.91M0.01%-2,12213F-HRTimelineGroup
Stonebridge Wealth Management, LLC96,135$9.69M8.31%-2,33513F-HRTimeline
UBS Group AGin group UBS Group AG94,247$9.5M<0.01%+12,63213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,626$9.43M<0.01%-1,47313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC82,007$8.26M0.01%+3,08913F-HRTimelineGroup
Evanson Asset Management, LLC79,915$8.05M0.45%+8213F-HRTimeline
Private Advisor Group, LLC67,383$6.79M0.03%+3,79213F-HRTimeline
1 NORTH WEALTH SERVICES LLC62,765$6.32M2.59%-32,59013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC59,976$6.04M1.33%-7613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,528$6M<0.01%+7,22813F-HRTimelineGroup
Wealthspire Retirement, LLC50,643$5.1M0.33%+3,11813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,937$5.03M<0.01%+5,63013F-HR/ATimelineGroup
Global Retirement Partners, LLC47,236$4.76M0.11%+18,26613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,410$4.37M<0.01%+12,29013F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC43,041$4.34M2.69%+6,35113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,752$4.31M0.01%+11613F-HRTimeline
PBMares Wealth Management LLC34,554$3.48M0.56%-34813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,277$3.45M<0.01%-3,06613F-HRTimeline
Cambridge Investment Research Advisors,…34,045$3.43M0.01%+2,59013F-HRTimeline
Mutual Advisors, LLC34,068$3.42M0.08%-44113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,295$3.35M<0.01%-60113F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI32,259$3.25M0.31%-1,40813F-HRTimeline
GTS SECURITIES LLC30,307$3.05M0.12%+25,35013F-HRTimeline
MML INVESTORS SERVICES, LLC28,846$2.91M0.01%-1,29713F-HRTimeline
JT Stratford LLC26,963$2.72M0.36%+3,95413F-HRTimeline
HighTower Advisors, LLC25,513$2.57M<0.01%+1,54113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,147$2.53M<0.01%+9,42113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK25,120$2.53M0.01%+32013F-HRTimelineGroup
Orion Porfolio Solutions, LLC25,054$2.52M0.02%+1,04313F-HRTimeline
Avantax Planning Partners, Inc.22,815$2.3M0.07%-64413F-HRTimeline
BLAIR WILLIAM & CO/IL22,145$2.23M0.01%013F-HRTimeline
Janney Montgomery Scott LLC21,869$2.2M0.01%+1,37413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,370$2.15M<0.01%+2,38913F-HRTimelineGroup
Creative Planningin group Creative Planning20,144$2.03M<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co18,085$1.82M0.04%+8,12913F-HRTimeline
Cherry Tree Wealth Management, LLC17,157$1.73M0.38%-10013F-HRTimeline
Barnes Wealth Management Group, Inc16,643$1.68M0.92%+81413F-HRTimeline
D.A. DAVIDSON & CO.16,525$1.66M0.01%+1,69713F-HRTimeline
J.W. COLE ADVISORS, INC.15,925$1.6M0.03%+5313F-HRTimeline
World Investment Advisors15,806$1.59M0.03%-1713F-HRTimeline
Virtus Family Office LLC14,995$1.51M1.41%+6,21113F-HRTimeline
Cadence Bank14,603$1.47M0.09%-14513F-HRTimeline
Keebeck Wealth Management14,602$1.47M0.17%+2,56013F-HRTimeline
Community Bank, N.A.14,340$1.44M0.17%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,844$1.39M0.44%-1,08613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,774$1.39M<0.01%-2,83913F-HRTimelineGroup
Axis Wealth Partners, LLC13,557$1.35M0.79%-25113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,281$1.24M0.76%+7,60713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,014$1.21M<0.01%+33513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC11,857$1.19M0.44%+5,17313F-HRTimeline
Dynamic Advisor Solutions LLC11,791$1.19M0.03%-11813F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,596$1.17M0.02%+31213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,345$1.14M<0.01%-2,20013F-HRTimelineGroup
NewEdge Advisors, LLC11,238$1.13M0.01%+13613F-HRTimeline
Melone Private Wealth, LLC10,938$1.1M0.5%+35713F-HRTimeline
Merit Financial Group, LLC10,697$1.08M0.01%-45613F-HR/ATimeline
ArchPoint Investors10,400$1.05M0.29%-11,42513F-HRTimeline
Waverly Advisors, LLC10,264$1.03M0.01%-813F-HRTimeline
SBI Securities Co., Ltd.9,836$991K0.03%-24013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,049$912K<0.01%+1,52213F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,895$896K0.01%+4,05013F-HRTimeline
Advisory Services Network, LLC8,762$883K0.01%-18513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,551$862K+5,264Timeline
Oxinas Partners, LLC8,465$853K0.46%013F-HRTimeline
Capital Advisors, Ltd. LLC8,209$827K0.09%-9213F-HRTimeline
COMERICA BANK7,550$761K<0.01%-8613F-HRTimeline
Main Street Financial Solutions, LLC7,507$756K0.05%-49013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,451$751K<0.01%-2,87513F-HRTimeline
Sanctuary Advisors, LLC6,951$700K<0.01%+4813F-HR/ATimeline
Maridea Wealth Management LLC6,764$682K0.11%new13F-HRTimeline
FMR LLCin group FMR LLC6,596$665K<0.01%+44813F-HRTimelineGroup
Farther Finance Advisors, LLC6,587$664K0.01%+32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,353$640K<0.01%-1,23013F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,082$613K0.05%-213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,885$593K<0.01%013F-HR/ATimelineGroup
Passive Capital Management, LLC.5,762$591K0.19%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$567K0.02%013F-HRTimeline
Elk River Wealth Management LLC5,495$554K0.09%-28713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,312$535K0.01%-56613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,293$533K<0.01%new13F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC5,159$520K0.05%-10313F-HRTimeline
Nelson Capital Management, LLC4,945$498K0.06%013F-HRTimeline
MSH Capital Advisors LLC4,939$498K0.13%+55613F-HRTimeline
Integrated Wealth Concepts LLC4,933$497K<0.01%-21813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,876$491K0.02%+17513F-HRTimeline
Steward Partners Investment Advisory, L…4,873$491K<0.01%-2,74613F-HRTimeline
GSG Advisors LLC4,843$490K0.13%-27513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,728$476K0.26%-1,17613F-HRTimeline
Avior Wealth Management, LLC4,596$463K0.01%-30513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,501$453K<0.01%013F-HRTimelineGroup
Avestar Capital, LLC4,439$447K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,436$447K0.01%-2,10713F-HRTimelineGroup
IFG Advisory, LLC4,370$440K0.02%-42213F-HRTimeline
Atria Investments, Inc4,368$440K0.01%+12113F-HRTimeline
TFC Financial Management, Inc.4,366$440K0.06%-41413F-HRTimeline
Capital Investment Advisors, LLC4,344$438K0.01%+13013F-HRTimeline
Maltin Wealth Management, Inc.4,329$436K0.18%+3613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$423K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,160$419K0.03%-1,13013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,120$415K<0.01%+21213F-HRTimelineGroup
Tempus Wealth Planning, LLC3,992$402K0.09%+8613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,884$391K<0.01%-40913F-HRTimelineGroup
Summit Financial, LLC3,884$391K0.01%-13213F-HRTimeline
Western Wealth Management, LLC3,738$377K0.02%+213F-HRTimeline
Capital Advisors Wealth Management, LLC3,726$375K0.05%+2913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,663$369K0.38%-18113F-HR/ATimeline
Sequoia Financial Advisors, LLC3,640$367K<0.01%+1713F-HRTimeline
Tilson Financial Group, Inc.3,520$355K0.12%+2613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,412$344K<0.01%+21813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,373$340K0.01%+87913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,359$338K<0.01%013F-HRTimelineGroup
Tranquility Partners, LLC3,357$338K0.11%-2,51513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,340$337K0.06%13F-HRTimeline
Mullooly Asset Management, Inc.3,254$328K0.13%+2613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,252$328K<0.01%-913F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.3,243$327K0.17%013F-HRTimeline
Edge Financial Advisors LLC3,115$314K0.14%+2613F-HRTimeline
Blue Trust, Inc.3,009$303K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,000$302K<0.01%013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…2,993$302K0.09%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,981$300K<0.01%-23613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,900$292K<0.01%-30013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,886$291K<0.01%013F-HRTimeline
Ranch Capital Advisors Inc.2,831$285K0.11%+1513F-HRTimeline
Cooper Financial Group2,798$282K0.03%-28413F-HRTimeline
B. Riley Wealth Advisors, Inc.2,758$278K0.01%-86313F-HRTimeline
Friday Financial2,754$277K0.12%013F-HRTimeline
Wick Capital Partners, LLC2,691$271K0.06%-1,78213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,664$268K0.04%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,622$264K0.14%+41313F-HRTimeline
Signal Advisors Wealth, LLC2,555$257K0.02%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,549$257K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,521$254K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,514$253K0.03%013F-HRTimeline
WEBSTER BANK, N. A.2,510$253K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,505$252K<0.01%013F-HRTimeline
CHOREO, LLC2,505$252K<0.01%013F-HRTimeline
Revisor Wealth Management LLC2,495$250K0.09%013F-HRTimeline
IEQ CAPITAL, LLC2,463$248K<0.01%+2113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,421$244K0.1%-3513F-HRTimeline
KWB Wealth2,516$241K0.03%-6713F-HRTimeline
Avant Capital LLC2,370$239K0.17%-8013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,334$235K0.02%+913F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$232K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,275$229K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,257$227K<0.01%-14313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,238$225K0.01%013F-HRTimeline
Financial Sense Advisors, Inc.2,209$223K0.04%-1313F-HRTimeline
Gemmer Asset Management LLC2,201$222K0.02%013F-HRTimeline
Apella Capital, LLC2,195$218K<0.01%+313F-HRTimeline
&PARTNERS2,046$206K<0.01%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,000$202K0.1%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,000$202K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,785$180K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,416$143K<0.01%+33113F-HRTimeline
Aptus Capital Advisors, LLC1,353$136K<0.01%+14313F-HRTimeline
Clearstead Advisors, LLC1,159$117K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,102$111K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,096$110K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,067$108K0.01%-11513F-HRTimeline
IFP Advisors, Inc1,027$103K<0.01%013F-HR/ATimeline
Arax Advisory Partners1,004$101K<0.01%+80413F-HRTimeline
Independence Bank of Kentucky1,000$101K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC986$99.3K<0.01%013F-HRTimelineGroup
Western Pacific Wealth Management, LP972$97.9K0.1%013F-HRTimeline
Citizens National Bank Trust Department939$94.6K0.02%013F-HRTimeline
Parvin Asset Management, LLC938$94.5K0.08%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.912$91.9K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC836$84.2K<0.01%+213F-HRTimelineGroup
TruNorth Capital Management, LLC800$80.6K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…707$71.2K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.698$70.3K<0.01%013F-HRTimeline
Westfuller Advisors, LLC608$61.2K0.03%new13F-HRTimeline
Glenmede Investment Management, LP600$60.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC514$51.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC512$51.6K<0.01%+50013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…500$50.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/490$49.4K<0.01%-17513F-HRTimelineGroup
Key Financial Inc470$47.5K0.01%013F-HRTimeline
Crews Bank & Trust469$47.3K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors446$44.9K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC427$43K0.01%+413F-HRTimeline
Pathway Financial Advisers, LLC418$42K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC416$41.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC412$41.5K<0.01%-1213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.408$41.1K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP395$39.8K<0.01%013F-HRTimelineGroup