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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 2025-12-31, 6,456,088 shares in all. 8 filers opened a position and 14 filers sold out during the quarter.

Managers
229
13F filers
233
New
8
Added
74
Reduced
69
Sold out
14
Shares held by filers
6,456,088

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC859,111$87.5M0.24%-1613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN529,423$53.9M0.01%-5,66113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/442,929$45.1M<0.01%+20,92913F-HRTimelineGroup
Cetera Investment Advisers402,161$40.9M0.04%+14,96913F-HRTimeline
LPL Financial LLC400,015$40.7M0.01%-14,78913F-HRTimeline
Linscomb Wealth, Inc.337,330$34.3M1.44%-32713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY319,429$32.5M<0.01%+11,77013F-HR/ATimelineGroup
INVENIO WEALTH PARTNERS LLC184,326$18.8M6.97%-8,09113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC156,567$15.9M6.71%-2,58413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding150,621$15.3M-27,752Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding131,430$13.4M+1,367Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding118,681$12.1M-1,000Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,781$10.2M<0.01%+6,15513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC99,599$10.1M<0.01%-38,86113F-HRTimelineGroup
Stonebridge Wealth Management, LLC92,477$9.42M8.9%-3,65813F-HRTimeline
UBS Group AGin group UBS Group AG90,006$9.16M<0.01%-4,24113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC89,649$9.13M0.01%+7,64213F-HRTimelineGroup
Evanson Asset Management, LLC79,658$8.11M0.44%-25713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,552$7.59M0.01%-23,54713F-HRTimelineGroup
Private Advisor Group, LLC72,236$7.36M0.03%+4,85313F-HRTimeline
1 NORTH WEALTH SERVICES LLC65,027$6.62M2.33%+2,26213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,172$6.53M<0.01%+4,64413F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC59,008$6.01M1.26%-96813F-HRTimeline
Wealthspire Retirement, LLC52,972$5.39M0.33%+2,32913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,869$5.38M<0.01%+2,93213F-HRTimelineGroup
Global Retirement Partners, LLC49,709$5.06M0.09%+2,47313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,410$4.42M<0.01%013F-HR/ATimelineGroup
FFG RETIREMENT ADVISORS LLC42,653$4.34M2.69%-38813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,641$4.04M0.01%-3,11113F-HRTimeline
Cambridge Investment Research Advisors,…36,735$3.74M0.01%+2,69013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,971$3.66M<0.01%+1,69413F-HRTimeline
GTS SECURITIES LLC35,842$3.65M0.12%+5,53513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,896$3.55M<0.01%+1,60113F-HRTimelineGroup
Mutual Advisors, LLC34,089$3.47M0.07%+2113F-HRTimeline
Catalyst Investment Management LLC33,256$3.39M3.21%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI29,329$2.99M0.28%-2,93013F-HRTimeline
JT Stratford LLC29,088$2.96M0.38%+2,12513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,362$2.89M<0.01%+3,21513F-HRTimelineGroup
Orion Porfolio Solutions, LLC25,423$2.59M0.02%+36913F-HRTimeline
HighTower Advisors, LLC23,904$2.43M<0.01%-1,60913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,510$2.39M0.01%-1,61013F-HRTimelineGroup
Avantax Planning Partners, Inc.22,580$2.3M0.06%-23513F-HRTimeline
BLAIR WILLIAM & CO/IL21,945$2.23M0.01%-20013F-HRTimeline
Janney Montgomery Scott LLC20,626$2.1M<0.01%-1,24313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,567$2.09M<0.01%-80313F-HRTimelineGroup
Creative Planningin group Creative Planning20,218$2.06M<0.01%+7413F-HRTimelineGroup
D.A. DAVIDSON & CO.18,762$1.91M0.01%+2,23713F-HRTimeline
CENTRAL TRUST Co18,617$1.9M0.04%+53213F-HRTimeline
Cherry Tree Wealth Management, LLC17,110$1.74M0.37%-4713F-HRTimeline
Barnes Wealth Management Group, Inc16,171$1.65M0.88%-47213F-HRTimeline
J.W. COLE ADVISORS, INC.16,026$1.63M0.04%+10113F-HRTimeline
World Investment Advisors15,346$1.56M0.03%-46013F-HR/ATimeline
Virtus Family Office LLC14,911$1.52M1.31%-8413F-HRTimeline
Keebeck Wealth Management14,602$1.49M0.17%013F-HRTimeline
Cadence Bank14,546$1.48M0.09%-5713F-HRTimeline
Community Bank, N.A.14,340$1.46M0.17%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,280$1.45M<0.01%-14,56613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,844$1.41M0.42%013F-HRTimeline
Axis Wealth Partners, LLC12,980$1.3M0.72%-57713F-HRTimeline
Dynamic Advisor Solutions LLC12,502$1.27M0.04%+71113F-HRTimeline
ShoreHaven Wealth Partners, LLC12,492$1.27M0.46%+63513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,370$1.26M0.75%+8913F-HRTimeline
Merit Financial Group, LLC12,320$1.25M0.01%+1,62313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,240$1.25M<0.01%+22613F-HR/ATimelineGroup
Americana Partners, LLC12,150$1.24M0.03%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,585$1.18M0.02%-1113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,345$1.16M<0.01%013F-HRTimelineGroup
Melone Private Wealth, LLC10,845$1.1M0.47%-9313F-HRTimeline
AssuredPartners Investment Advisors, LLC10,743$1.09M0.16%new13F-HRTimeline
ArchPoint Investors10,400$1.06M0.25%013F-HRTimeline
SBI Securities Co., Ltd.9,837$1M0.03%+113F-HRTimeline
Waverly Advisors, LLC9,522$970K0.01%-74213F-HRTimeline
Advisory Services Network, LLC8,943$911K0.01%+18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,899$906K<0.01%-15013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,738$890K+187Timeline
NewEdge Advisors, LLC8,639$880K<0.01%-2,59913F-HRTimeline
Farther Finance Advisors, LLC8,530$869K0.01%+1,94313F-HRTimeline
Oxinas Partners, LLC8,465$862K0.41%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,250$840K<0.01%+1,89713F-HR/ATimelineGroup
TFC Financial Management, Inc.8,172$832K0.1%+3,80613F-HRTimeline
Capital Advisors, Ltd. LLC7,620$776K0.09%-58913F-HRTimeline
FMR LLCin group FMR LLC7,414$755K<0.01%+81813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,901$713K<0.01%-55013F-HRTimeline
Sanctuary Advisors, LLC6,956$708K<0.01%+513F-HRTimeline
Maridea Wealth Management LLC6,764$689K0.1%013F-HRTimeline
COMERICA BANK6,570$669K<0.01%-98013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,541$666K<0.01%+3,12913F-HRTimeline
Clearwater Capital Advisors, LLC6,082$619K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,885$599K<0.01%013F-HRTimelineGroup
Passive Capital Management, LLC.5,762$587K0.18%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$573K0.01%013F-HRTimeline
EFG International AGin group EFG International AG5,409$551K0.01%13F-HRTimelineGroup
Main Street Financial Solutions, LLC5,367$547K0.04%-2,14013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,312$541K0.01%013F-HRTimeline
Elk River Wealth Management LLC5,300$540K0.09%-19513F-HRTimeline
Relyea Zuckerberg Hanson LLC4,960$505K0.05%-19913F-HRTimeline
MSH Capital Advisors LLC4,949$504K0.11%+1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,886$498K0.02%+1013F-HRTimeline
GSG Advisors LLC4,873$496K0.13%+3013F-HRTimeline
Nelson Capital Management, LLC4,700$479K0.06%-24513F-HRTimeline
Harfst & Associates, Inc.4,692$478K0.09%new13F-HRTimeline
Avior Wealth Management, LLC4,585$467K0.01%-1113F-HRTimeline
Avestar Capital, LLC4,548$463K0.03%+10913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,501$458K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC4,393$447K0.02%+2313F-HRTimeline
Maltin Wealth Management, Inc.4,372$445K0.18%+4313F-HRTimeline
Capital Investment Advisors, LLC4,347$443K0.01%+313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$427K<0.01%013F-HRTimelineGroup
Tempus Wealth Planning, LLC3,992$406K0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…3,942$401K<0.01%-93113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,908$398K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,866$394K<0.01%-25413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,861$393K<0.01%-2313F-HRTimelineGroup
Capital Advisors Wealth Management, LLC3,810$388K0.05%+8413F-HRTimeline
Western Wealth Management, LLC3,753$382K0.02%+1513F-HRTimeline
Summit Financial, LLC3,752$382K0.01%-13213F-HRTimeline
LANARK FINANCIAL, INC.3,672$374K0.03%-48813F-HRTimeline
Sequoia Financial Advisors, LLC3,660$373K<0.01%+2013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,614$368K0.3%-4913F-HRTimeline
Tilson Financial Group, Inc.3,551$362K0.11%+3113F-HRTimeline
Comprehensive Financial Consultants Ins…3,483$355K0.11%+49013F-HRTimeline
Atria Investments, Inc3,421$348K<0.01%-94713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,377$344K0.01%+413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,359$342K<0.01%013F-HR/ATimelineGroup
Tranquility Partners, LLC3,357$342K0.12%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,340$340K0.05%013F-HRTimeline
Mullooly Asset Management, Inc.3,289$335K0.12%+3513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,243$330K0.17%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,241$330K<0.01%-1113F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC3,156$321K0.17%+53413F-HRTimeline
Edge Financial Advisors LLC3,060$312K0.13%-5513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,047$310K0.04%+38313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,008$306K<0.01%-2,28513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,000$305K<0.01%013F-HRTimelineGroup
Clear Trail Advisors, LLC3,000$305K0.07%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,971$303K<0.01%+45013F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.2,910$296K0.19%-1,81813F-HRTimeline
Blue Trust, Inc.2,902$295K<0.01%-10713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,900$295K<0.01%013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,886$294K<0.01%013F-HRTimeline
Ranch Capital Advisors Inc.2,847$290K0.11%+1613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,811$286K<0.01%-17013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.2,790$284K0.12%+36913F-HRTimeline
Cooper Financial Group2,770$282K0.03%-2813F-HRTimeline
Friday Financial2,754$280K0.1%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,738$279K0.01%+50013F-HRTimeline
MOR Wealth Management, LLC2,724$277K0.13%13F-HRTimeline
Wick Capital Partners, LLC2,691$274K0.05%013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.2,663$271K0.01%-9513F-HRTimeline
Revisor Wealth Management LLC2,495$265K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,519$256K<0.01%+2,38213F-HRTimelineGroup
CHOREO, LLC2,505$256K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,514$256K0.22%013F-HRTimeline
WEBSTER BANK, N. A.2,510$256K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,505$255K<0.01%013F-HRTimeline
IEQ CAPITAL, LLC2,487$253K<0.01%+2413F-HRTimeline
Signal Advisors Wealth, LLC2,440$248K0.02%-11513F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,345$239K0.02%+1113F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$235K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,275$232K<0.01%013F-HRTimelineGroup
Avant Capital LLC2,271$231K0.16%-9913F-HRTimeline
MidFirst Bank2,212$225K0.02%13F-HRTimeline
Apella Capital, LLC2,197$224K<0.01%+213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,154$219K<0.01%-10313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,089$213K0.01%new13F-HRTimeline
Powers Advisory Group, LLC2,033$207K0.08%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,000$204K0.11%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,000$204K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC1,817$185K<0.01%+1,67313F-HRTimeline
Geneos Wealth Management Inc.1,666$170K<0.01%-11913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,546$157K<0.01%+13013F-HRTimeline
Aptus Capital Advisors, LLC1,354$138K<0.01%+113F-HRTimeline
Clearstead Advisors, LLC1,159$118K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,116$114K<0.01%+2013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,102$112K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,071$109K0.08%13F-HRTimeline
Arax Advisory Partners1,004$102K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,000$102K0.01%013F-HRTimeline
IFP Advisors, Inc977$99.5K<0.01%-5013F-HRTimeline
Western Pacific Wealth Management, LP972$99K0.1%013F-HRTimeline
Citizens National Bank Trust Department939$95.6K0.02%013F-HRTimeline
Parvin Asset Management, LLC938$95.5K0.08%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.912$92.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC839$85.4K<0.01%+313F-HRTimelineGroup
BOK Financial Private Wealth, Inc.827$84.2K0.01%-24013F-HRTimeline
Triumph Capital Management700$71.3K0.02%new13F-HRTimeline
First Command Advisory Services, Inc.673$68.5K<0.01%-2513F-HRTimeline
Westfuller Advisors, LLC614$62.5K0.03%+613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…578$58.9K<0.01%-3,85813F-HRTimelineGroup
Salomon & Ludwin, LLC514$53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC512$52.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…500$50.9K<0.01%013F-HRTimeline
Key Financial Inc470$47.9K0.01%013F-HRTimeline
Crews Bank & Trust469$47.8K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors446$45.4K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC431$43.9K0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC416$42.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.408$41.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP395$40.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC391$39.8K<0.01%+213F-HRTimeline