Vault-13

WISDOMTREE TR DHS

US HIGH DIVIDEND · ETP · CUSIP 97717W208

233 institutional holders +6 vs Q1 2025
6,519,6296.5m shares reported held*
$625.4mreported value*
17 new 82 added 66 reduced 12 sold out net bought ≈ $33.2m (+347.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $95.93. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 177Q4 22: 200Q1 23: 200Q2 23: 183Q3 23: 188Q4 23: 193Q1 24: 193Q2 24: 204Q3 24: 208Q4 24: 231Q1 25: 227Q2 25: 233233Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022177
Q4 2022200
Q1 2023200
Q2 2023183
Q3 2023188
Q4 2023193
Q1 2024193
Q2 2024204
Q3 2024208
Q4 2024231
Q1 2025227
Q2 2025233

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 75 bought or addedQ3 23: 77 cut or sold outQ4 23: 63 bought or addedQ4 23: 86 cut or sold outQ4 23Q1 24: 71 bought or addedQ1 24: 83 cut or sold outQ2 24: 73 bought or addedQ2 24: 77 cut or sold outQ2 24Q3 24: 71 bought or addedQ3 24: 75 cut or sold outQ4 24: 93 bought or addedQ4 24: 68 cut or sold outQ4 24Q1 25: 93 bought or addedQ1 25: 89 cut or sold outQ2 25: 99 bought or addedQ2 25: 78 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237577
Q4 20236386
Q1 20247183
Q2 20247377
Q3 20247175
Q4 20249368
Q1 20259389
Q2 20259978

Biggest buyers

Kestra Advisory Services, LLC Added +103,367+103.4k
1 NORTH WEALTH SERVICES LLC New +95,355+95.4k
Focus Partners Wealth Added +85,943+85.9k
ROYAL BANK OF CANADA Added +55,138+55.1k
AMERIPRISE FINANCIAL INC Added +47,791+47.8k
BANK OF AMERICA CORP /DE/ Added +35,395+35.4k
JONES FINANCIAL COMPANIES LLLP Added +27,905+27.9k
GOLDMAN SACHS GROUP INC Added +26,698+26.7k
Private Advisor Group, LLC Added +24,529+24.5k
ENVESTNET ASSET MANAGEMENT INC Added +21,267+21.3k

Biggest sellers

WIN ADVISORS, INC Sold out -102,291-102.3k
One Capital Management, LLC Sold out -51,434-51.4k
Cambridge Investment Research Advisors, Inc. Reduced -16,320-16.3k
LPL Financial LLC Reduced -14,450-14.4k
JPMORGAN CHASE & CO Reduced -13,482-13.5k
AssuredPartners Investment Advisors, LLC Sold out -11,593-11.6k
ShoreHaven Wealth Partners, LLC Reduced -10,672-10.7k
CWM, LLC Reduced -10,079-10.1k
COMERICA BANK Reduced -9,408-9.4k
Janney Montgomery Scott LLC Reduced -8,353-8.4k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.29% of their portfolio OMAHA, NE 844,212844.2k $81.0m $81.0m 0.29% Reduced -10.1k -10,079
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 502,731502.7k $48.3m $48.3m 0.01% Reduced -6.2k -6,194
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 423,221423.2k $40.6m $40.6m 0.01% Reduced -14.4k -14,450
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 405,319405.3k $38.9m $38.9m 0.00% Added +35.4k +35,395
5 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 375,540375.5k $36.0m $36.0m 0.06% Added +2.2k +2,224
6 Linscomb Wealth, Inc. 1.52% of their portfolio Houston, TX 345,217345.2k $33.1m $33.1m 1.52% Reduced -6.9k -6,888
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 302,065302.1k $29.0m $29.0m 0.00% Reduced -3.5k -3,477
8 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 216,121216.1k $20.7m $20.7m 0.04% Added +85.9k +85,943
9 INVENIO WEALTH PARTNERS LLC 7.90% of their portfolio CORAL GABLES, FL 206,980207.0k $19.9m $19.9m 7.90% Added +5.4k +5,426
10 MB, LEVIS & ASSOCIATES, LLC 6.74% of their portfolio CENTER VALLEY, PA 159,831159.8k $15.3m $15.3m 6.74% Added +435 +435
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 131,632131.6k $12.4m $12.4m 0.00% Added +47.8k +47,791
12 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 120,395120.4k $11.6m $11.6m 0.06% Added +103.4k +103,367
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,600104.6k $10.0m $10.0m 0.00% Added +55.1k +55,138
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 103,549103.5k $9.9m $9.9m 0.00% Added +21.3k +21,267
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 100,221100.2k $9.6m $9.6m 0.02% Added +17.2k +17,200
16 Stonebridge Wealth Management, LLC 8.91% of their portfolio OAK BROOK, IL 98,47098.5k $9.5m $9.5m 8.91% First filing
17 1 NORTH WEALTH SERVICES LLC 3.63% of their portfolio ANNAPOLIS, MD 95,35595.4k $9.2m $9.2m 3.63% New
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 95,09995.1k $9.1m $9.1m 0.00% Added +944 +944
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 81,61581.6k $7.8m $7.8m 0.00% Added +14.4k +14,391
20 Evanson Asset Management, LLC 0.48% of their portfolio CARMEL, CA 79,83379.8k $7.7m $7.7m 0.48% Reduced -1.2k -1,151
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 78,91878.9k $7.6m $7.6m 0.01% Added +5.3k +5,292
22 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 63,59163.6k $6.1m $6.1m 0.03% Added +24.5k +24,529
23 PRECEDENT WEALTH PARTNERS, LLC 1.41% of their portfolio HOUSTON, TX 60,05260.1k $5.8m $5.8m 1.41% Reduced -2.2k -2,206
24 Good Life Advisors, LLC 0.30% of their portfolio READING, PA 49,40949.4k $4.7m $4.7m 0.30% Added +267 +267
25 Wealthspire Retirement, LLC 0.30% of their portfolio ALISO VIEJO, CA 47,52547.5k $4.6m $4.6m 0.30% Added +550 +550
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,30744.3k $4.3m $4.3m 0.00% Reduced -13.5k -13,482
27 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 42,63642.6k $4.1m $4.1m 0.01% Added +6.7k +6,659
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 37,34337.3k $3.6m $3.6m 0.00% Added +2.3k +2,270
29 FFG RETIREMENT ADVISORS LLC 2.21% of their portfolio CENTENNIAL, CO 36,69036.7k $3.5m $3.5m 2.21% Added +521 +521
30 PBMares Wealth Management LLC 0.61% of their portfolio WILLIAMSBURG, VA 34,90234.9k $3.3m $3.3m 0.61% Added +508 +508
31 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 34,50934.5k $3.4m $3.4m 0.09% Reduced -294 -294
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 33,89633.9k $3.2m $3.2m 0.00% Added +27.9k +27,905
33 LVM CAPITAL MANAGEMENT LTD/MI 0.34% of their portfolio PORTAGE, MI 33,66733.7k $3.2m $3.2m 0.34% Reduced -6.1k -6,068
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 31,45531.5k $3.0m $3.0m 0.01% Reduced -16.3k -16,320
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 31,12031.1k $3.0m $3.0m 0.00% Added +26.7k +26,698
36 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 30,14330.1k $2.9m $2.9m 0.01% Unchanged
37 Global Retirement Partners, LLC 0.07% of their portfolio San Rafael, CA 28,97029.0k $2.8m $2.8m 0.07% First filing
38 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 24,80024.8k $2.4m $2.4m 0.01% Reduced -645 -645
39 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 24,01124.0k $2.3m $2.3m 0.02% Added +5.2k +5,165
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,97224.0k $2.3m $2.3m 0.00% Added +1.1k +1,087
41 Avantax Planning Partners, Inc. 0.07% of their portfolio DUBUQUE, IA 23,45923.5k $2.3m $2.3m 0.07% Reduced -521 -521
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 23,35823.4k $2.2m $2.2m 0.00% Added +11.5k +11,489
43 JT Stratford LLC 0.33% of their portfolio GAINESVILLE, GA 23,00923.0k $2.2m $2.2m 0.33% Added +2.8k +2,838
44 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 22,14522.1k $2.1m $2.1m 0.01% Added +1.9k +1,925
45 ArchPoint Investors 0.62% of their portfolio CORAL GABLES, FL 21,82521.8k $2.1m $2.1m 0.62% Reduced -1.4k -1,350
46 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 20,49520.5k $2.0m $2.0m 0.01% Reduced -8.4k -8,353
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,14420.1k $1.9m $1.9m 0.00% Added +11 +11
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,98119.0k $1.8m $1.8m 0.00% Reduced -1.7k -1,719
49 Cherry Tree Wealth Management, LLC 0.38% of their portfolio MINNETONKA, MN 17,25717.3k $1.7m $1.7m 0.38% Reduced -41 -41
50 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,61316.6k $1.6m $1.6m 0.00% Reduced -1.5k -1,500
51 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 15,87215.9k $1.5m $1.5m 0.03% Added +6.0k +6,029
52 Barnes Wealth Management Group, Inc 0.90% of their portfolio Bakersfield, CA 15,82915.8k $1.5m $1.5m 0.90% Added +1.1k +1,084
53 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 15,82315.8k $1.5m $1.5m 0.03% Reduced -200 -200
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,72615.7k $1.5m $1.5m 0.00% Added +11.8k +11,769
55 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.48% of their portfolio WALTHAM, MA 14,93014.9k $1.4m $1.4m 0.48% Added +372 +372
56 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 14,82814.8k $1.4m $1.4m 0.01% Added +3.0k +2,997
57 Cadence Bank 0.09% of their portfolio Tupelo, MS 14,74814.7k $1.4m $1.4m 0.09% Reduced -25 -25
58 Community Bank, N.A. 0.18% of their portfolio DeWitt, NY 14,34014.3k $1.4m $1.4m 0.18% Reduced -126 -126
59 Axis Wealth Partners, LLC 0.81% of their portfolio EAST PROVIDENCE, RI 13,80813.8k $1.2m $1.2m 0.81% Reduced -765 -765
60 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 13,54513.5k $1.3m $1.3m 0.00% Unchanged
61 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 12,46512.5k $1.2m $1.2m 0.00% Added +889 +889
62 Keebeck Wealth Management 0.15% of their portfolio Chicago, IL 12,04212.0k $1.2m $1.2m 0.15% Unchanged
63 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 11,90911.9k $1.1m $1.1m 0.04% Reduced -147 -147
64 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 11,28411.3k $1.1m $1.1m 0.02% Added +608 +608
65 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,15311.2k $1.1m $1.1m 0.01% Reduced -172 -172
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 11,10211.1k $1.1m $1.1m 0.01% Added +395 +395
67 SAXON INTERESTS, INC. 0.51% of their portfolio HOUSTON, TX 10,92210.9k $1.1m $1.1m 0.51% Unchanged
68 Melone Private Wealth, LLC 0.52% of their portfolio AUBURN HILLS, MI 10,58110.6k $1.0m $1.0m 0.52% Added +20 +20
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,32610.3k $1.0m $1.0m 0.00% Reduced -2.2k -2,201
70 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,27210.3k $985.9k $985.9k 0.01% Reduced -15 -15
71 SBI Securities Co., Ltd. 0.03% of their portfolio TOKYO, M0 10,07610.1k $967.1k $967.1k 0.03% Added +378 +378
72 CENTRAL TRUST Co 0.02% of their portfolio JEFFERSON CITY, MO 9,95610.0k $955.6k $955.6k 0.02% Added +2.7k +2,705
73 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,9478.9k $865.0k $865.0k 0.01% Reduced -221 -221
74 Virtus Family Office LLC 1.08% of their portfolio EL PASO, TX 8,7848.8k $843.1k $843.1k 1.08% Reduced -6.0k -6,003
75 Oxinas Partners, LLC 0.42% of their portfolio JEFFERSONVILLE, IN 8,4658.5k $812.5k $812.5k 0.42% Reduced -100 -100
76 Capital Advisors, Ltd. LLC 0.10% of their portfolio SHAKER HEIGHTS, OH 8,3018.3k $797.0k $797.0k 0.10% Added +7 +7
77 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 7,9978.0k $767.5k $767.5k 0.06% Added +38 +38
78 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,6367.6k $732.9k $732.9k 0.00% Reduced -9.4k -9,408
79 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 7,6197.6k $731.3k $731.3k 0.01% Added +2.6k +2,643
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,5837.6k $727.8k $727.8k 0.00% Reduced -500 -500
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,5277.5k $722.4k $722.4k 0.00% Added +424 +424
82 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,9036.9k $662.6k $662.6k 0.00% Added +539 +539
83 ShoreHaven Wealth Partners, LLC 0.26% of their portfolio Red Bank, NJ 6,6846.7k $641.6k $641.6k 0.26% Reduced -10.7k -10,672
84 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 6,5436.5k $628.0k $628.0k 0.02% Added +6.5k +6,532
85 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,2586.3k $600.6k $600.6k 0.01% Added +1.3k +1,329
86 FMR LLC 0.00% of their portfolio BOSTON, MA 6,1486.1k $590.1k $590.1k 0.00% Added +1.1k +1,127
87 Clearwater Capital Advisors, LLC 0.05% of their portfolio HOFFMAN ESTATES, IL 6,0846.1k $583.9k $583.9k 0.05% Reduced -312 -312
88 INTERACTIVE FINANCIAL ADVISORS, INC. 0.28% of their portfolio New Lenox, IL 5,9045.9k $566.7k $566.7k 0.28% Reduced -43 -43
89 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,8855.9k $564.8k $564.8k 0.00% Unchanged
90 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 5,8785.9k $564.2k $564.2k 0.01% Added +14 +14
91 Tranquility Partners, LLC 0.20% of their portfolio Brentwood, TN 5,8725.9k $563.6k $563.6k 0.20% Unchanged
92 Elk River Wealth Management LLC 0.10% of their portfolio DENVER, CO 5,7825.8k $555.0k $555.0k 0.10% Reduced -36 -36
93 Passive Capital Management, LLC. 0.17% of their portfolio BALTIMORE, MD 5,7625.8k $560.9k $560.9k 0.17% Unchanged
94 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 5,6245.6k $539.8k $539.8k 0.02% Unchanged
95 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 5,2905.3k $507.0k $507.0k 0.04% Reduced -573 -573
96 Relyea Zuckerberg Hanson LLC 0.06% of their portfolio STAMFORD, CT 5,2625.3k $505.0k $505.0k 0.06% Unchanged
97 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,1515.2k $494.4k $494.4k 0.00% Added +1.8k +1,831
98 GSG Advisors LLC 0.14% of their portfolio MOUNT LAUREL, NJ 5,1185.1k $491.2k $491.2k 0.14% Added +30 +30
99 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 5,0145.0k $481.3k $481.3k 0.01% Added +1.9k +1,850
100 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 4,9575.0k $475.8k $475.8k 0.02% Unchanged