Skip to content
Disclosery

DHS WISDOMTREE TR

Follow

US HIGH DIVIDEND (fund)

247 managers (251 13F filers) reported a position in DHS shares at 2026-03-31, 6,763,774 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.

Managers
247
13F filers
251
New
29
Added
78
Reduced
68
Sold out
7
Shares held by filers
6,763,774

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC861,983$94.1M0.25%+2,87213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN513,436$56.1M0.01%-15,98713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY491,799$53.7M<0.01%+172,37013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/457,448$50M<0.01%+14,51913F-HRTimelineGroup
Cetera Investment Advisers412,451$45M0.05%+10,29013F-HRTimeline
LPL Financial LLC402,554$44M0.01%+2,53913F-HRTimeline
Linscomb Wealth, Inc.297,802$32.5M1.45%-39,52813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding227,250$24.8M+108,569Timeline
MB, LEVIS & ASSOCIATES, LLC158,245$17.3M7.21%+1,67813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding150,861$16.5M+240Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding133,063$14.5M+1,633Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,020$12M<0.01%+10,23913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,732$11.3M<0.01%+4,13313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG90,125$9.84M<0.01%+11913F-HRTimelineGroup
Stonebridge Wealth Management, LLC85,517$9.34M8.95%-6,96013F-HRTimeline
Mariner, LLCin group Mariner, LLC84,107$9.19M0.01%-5,54213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,594$9.13M0.01%+9,04213F-HRTimelineGroup
NewEdge Advisors, LLC78,542$8.58M0.03%+69,90313F-HR/ATimeline
Evanson Asset Management, LLC76,466$8.35M0.45%-3,19213F-HRTimeline
WIN ADVISORS, INC75,972$8.3M3.8%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,825$7.3M<0.01%+2,65313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.64,065$7M0.08%+60,20413F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC62,781$6.86M2.48%-2,24613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,517$6.77M<0.01%+9,64813F-HR/ATimelineGroup
Wealthspire Retirement, LLC57,235$6.25M0.38%+4,26313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC54,777$5.98M1.2%-4,23113F-HRTimeline
Private Advisor Group, LLC48,381$5.28M0.02%-23,85513F-HRTimeline
FFG RETIREMENT ADVISORS LLC44,329$4.84M2.82%+1,67613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,410$4.74M<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS39,396$4.3M0.01%-24513F-HRTimeline
Cambridge Investment Research Advisors,…38,310$4.18M0.01%+1,57513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,829$4.13M0.01%+1,85813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,086$3.99M<0.01%+2,19013F-HRTimelineGroup
Mutual Advisors, LLC34,043$3.72M0.08%-4613F-HRTimeline
JT Stratford LLC31,929$3.49M0.44%+2,84113F-HRTimeline
Avidian Wealth Enterprises, LLC31,409$3.43M0.11%new13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI29,072$3.17M0.3%-25713F-HRTimeline
Catalyst Investment Management LLC26,242$2.91M3.22%-7,01413F-HRTimeline
Apella Capital, LLC26,209$2.9M0.04%+24,01213F-HRTimeline
INVENIO WEALTH PARTNERS LLC25,953$2.83M1.13%-158,37313F-HRTimeline
HighTower Advisors, LLC24,015$2.62M<0.01%+11113F-HRTimeline
D.A. DAVIDSON & CO.23,532$2.57M0.02%+4,77013F-HRTimeline
BLAIR WILLIAM & CO/IL21,795$2.38M0.01%-15013F-HRTimeline
Orion Porfolio Solutions, LLC21,513$2.35M0.02%-3,91013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,465$2.34M0.01%-2,04513F-HRTimelineGroup
Avantax Planning Partners, Inc.20,710$2.26M0.06%-1,87013F-HRTimeline
CENTRAL TRUST Co20,699$2.26M0.04%+2,08213F-HRTimeline
Janney Montgomery Scott LLC20,236$2.21M0.01%-39013F-HRTimeline
Creative Planningin group Creative Planning20,218$2.21M<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,412$2.12M<0.01%-1,15513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC16,504$1.8M0.38%-60613F-HRTimeline
J.W. COLE ADVISORS, INC.16,069$1.76M0.06%+4313F-HRTimeline
Barnes Wealth Management Group, Inc15,655$1.71M0.87%-51613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,420$1.68M+6,682Timeline
World Investment Advisors15,318$1.67M0.03%-2813F-HRTimeline
Virtus Family Office LLC15,264$1.67M1.42%+35313F-HRTimeline
Dynamic Advisor Solutions LLC14,671$1.6M0.05%+2,16913F-HRTimeline
Keebeck Wealth Management14,602$1.59M0.18%013F-HRTimeline
Community Bank, N.A.14,468$1.58M0.19%+12813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,283$1.56M0.46%+43913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK13,790$1.51M0.01%new13F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…12,673$1.38M0.81%13F-HRTimeline
Axis Wealth Partners, LLC13,368$1.38M0.74%+38813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,598$1.38M<0.01%+35813F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC12,320$1.35M0.09%-5013F-HRTimeline
MML INVESTORS SERVICES, LLC12,191$1.33M<0.01%-2,08913F-HRTimeline
Americana Partners, LLC12,150$1.33M0.03%013F-HRTimeline
Merit Financial Group, LLC11,762$1.28M0.01%-55813F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,557$1.26M0.02%-2813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,345$1.24M<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,950$1.2M<0.01%+2,05113F-HRTimelineGroup
Melone Private Wealth, LLC10,765$1.18M0.48%-8013F-HRTimeline
ArchPoint Investors10,400$1.14M0.27%013F-HRTimeline
Hershey Financial Advisers, LLC10,197$1.11M0.96%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC10,196$1.11M0.12%-54713F-HRTimeline
SBI Securities Co., Ltd.9,539$1.04M0.03%-29813F-HRTimeline
Waverly Advisors, LLC9,238$1.01M0.01%-28413F-HRTimeline
Advisory Services Network, LLC8,948$977K0.01%+513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,545$933K<0.01%+29513F-HRTimelineGroup
Farther Finance Advisors, LLC8,182$889K0.01%-34813F-HRTimeline
Oxinas Partners, LLC8,040$878K0.4%-42513F-HRTimeline
TFC Financial Management, Inc.7,947$868K0.11%-22513F-HRTimeline
ShoreHaven Wealth Partners, LLC7,938$867K0.31%-4,55413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,782$850K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC7,627$833K0.09%+713F-HRTimeline
FMR LLCin group FMR LLC7,510$820K<0.01%+9613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,980$762K<0.01%+3,98013F-HRTimelineGroup
Sanctuary Advisors, LLC6,957$760K<0.01%+113F-HRTimeline
Maridea Wealth Management LLC6,764$739K0.11%013F-HRTimeline
WELLINGTON-ALTUS USA INC.6,300$716K0.42%new13F-HRTimeline
Clearwater Capital Advisors, LLC6,317$690K0.06%+23513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,225$680K<0.01%-31613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,139$670K<0.01%+3,13113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,885$643K<0.01%013F-HRTimelineGroup
Passive Capital Management, LLC.5,762$629K0.19%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,624$614K0.02%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,383$588K0.08%+2,33613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,298$579K0.01%-1413F-HRTimeline
Main Street Financial Solutions, LLC5,263$575K0.04%-10413F-HRTimeline
Harfst & Associates, Inc.5,036$550K0.1%+34413F-HRTimeline
MSH Capital Advisors LLC5,032$550K0.12%+8313F-HRTimeline
Avestar Capital, LLC4,958$542K0.04%+41013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,946$540K0.02%+6013F-HRTimeline
Independent Advisor Alliance4,941$540K0.01%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,891$534K0.05%-6913F-HRTimeline
Elk River Wealth Management LLC4,742$518K0.09%-55813F-HRTimeline
Nelson Capital Management, LLC4,700$513K0.06%013F-HRTimeline
Avior Wealth Management, LLC4,584$501K0.01%-113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,501$492K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG4,449$486K0.01%-96013F-HRTimelineGroup
GSG Advisors LLC4,444$485K0.13%-42913F-HRTimeline
Capital Investment Advisors, LLC4,347$475K0.01%013F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,195$458K0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC4,146$453K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,128$451K<0.01%-24,23413F-HRTimelineGroup
Maltin Wealth Management, Inc.3,964$433K0.17%-40813F-HRTimeline
Steward Partners Investment Advisory, L…3,942$431K<0.01%013F-HRTimeline
Tempus Wealth Planning, LLC3,906$427K0.1%-8613F-HRTimeline
Western Wealth Management, LLC3,871$423K0.02%+11813F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.3,835$419K0.31%+22113F-HRTimeline
Capital Advisors Wealth Management, LLC3,834$419K0.06%+2413F-HRTimeline
Gateway Wealth Partners, LLC3,820$417K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,760$411K<0.01%-10613F-HRTimelineGroup
Summit Financial, LLC3,752$410K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,722$407K0.17%+93213F-HRTimeline
Horizon Investments, LLC3,634$395K<0.01%+1,81713F-HRTimeline
Tilson Financial Group, Inc.3,572$390K0.12%+2113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,542$385K<0.01%-3,35913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,519$384K<0.01%+1,00013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…3,483$380K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC3,436$375K<0.01%-22413F-HRTimeline
17 CAPITAL PARTNERS, LLC3,416$373K0.19%+26013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,377$369K<0.01%-53113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,374$369K<0.01%+40313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,359$367K<0.01%013F-HR/ATimelineGroup
Tranquility Partners, LLC3,357$367K0.14%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,340$365K0.06%013F-HRTimeline
Mullooly Asset Management, Inc.3,311$362K0.13%+2213F-HRTimeline
LANARK FINANCIAL, INC.3,270$357K0.03%-40213F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,243$354K0.19%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,141$343K<0.01%+24113F-HRTimelineGroup
Atria Investments, Inc3,005$328K<0.01%-41613F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,000$328K0.02%new13F-HRTimeline
Clear Trail Advisors, LLC3,000$328K0.05%013F-HRTimeline
Blue Trust, Inc.2,902$317K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,888$315K0.02%+15013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,886$315K0.01%013F-HRTimeline
Ranch Capital Advisors Inc.2,859$312K0.11%+1213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,956$301K<0.01%+14513F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.2,755$301K0.2%-15513F-HRTimeline
Friday Financial2,754$301K0.1%013F-HRTimeline
MOR Wealth Management, LLC2,724$298K0.14%013F-HRTimeline
Wick Capital Partners, LLC2,691$294K0.05%013F-HRTimeline
Cooper Financial Group2,596$284K0.03%-17413F-HRTimeline
Richardson Capital Management LLC2,543$278K0.13%new13F-HRTimeline
WEBSTER BANK, N. A.2,510$274K0.03%013F-HRTimeline
DAVENPORT & Co LLC2,505$274K<0.01%013F-HRTimeline
CHOREO, LLC2,505$274K<0.01%013F-HRTimeline
IEQ CAPITAL, LLC2,504$273K<0.01%+1713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,500$273K<0.01%+50013F-HRTimelineGroup
Signal Advisors Wealth, LLC2,496$273K0.02%+5613F-HRTimeline
Revisor Wealth Management LLC2,495$273K0.08%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,352$257K0.02%+713F-HRTimeline
Powers Advisory Group, LLC2,346$256K0.09%+31313F-HRTimeline
J. L. Bainbridge & Co., Inc.2,306$252K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC2,286$250K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,275$248K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,274$248K<0.01%-1,10313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC2,089$231K0.01%013F-HR/ATimeline
CoreCap Advisors, LLC2,025$221K0.01%+90913F-HRTimeline
Wealthspire Advisors, LLC2,000$218K<0.01%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,000$218K0.12%013F-HRTimeline
MidFirst Bank1,955$214K0.02%-25713F-HRTimeline
PMG Wealth Management, Inc.1,950$213K0.15%new13F-HRTimeline
Institute for Wealth Management, LLC.1,936$211K0.02%new13F-HRTimeline
CV Advisors LLC1,900$208K0.06%new13F-HRTimeline
Avant Capital LLC1,893$207K0.15%-37813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,887$206K<0.01%-26713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,877$205K<0.01%new13F-HRTimelineGroup
Gemmer Asset Management LLC1,875$205K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,866$202K0.01%-79713F-HRTimeline
Geneos Wealth Management Inc.1,417$155K<0.01%-24913F-HRTimeline
Cassaday & Co Wealth Management LLC1,368$149K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,355$148K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,190$130K<0.01%-35613F-HRTimeline
Clearstead Advisors, LLC1,159$127K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,102$120K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,097$120K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,075$117K0.09%+413F-HRTimeline
Arax Advisory Partners1,004$110K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,000$109K0.01%013F-HRTimeline
IFP Advisors, Inc977$107K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP972$106K0.11%013F-HRTimeline
Citizens National Bank Trust Department939$103K0.02%013F-HRTimeline
Parvin Asset Management, LLC938$102K0.08%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.912$99.6K0.01%013F-HRTimeline
Torren Management, LLC858$93.8K0.05%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC840$91.8K<0.01%+113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.827$90.3K0.01%013F-HRTimeline
Triumph Capital Management700$76.5K0.02%013F-HRTimeline