Vault-13

WISDOMTREE TR DHS

US HIGH DIVIDEND · ETP · CUSIP 97717W208

233 institutional holders +0 vs Q3 2025
6,454,2716.5m shares reported held*
$657.2mreported value*
8 new 72 added 71 reduced 14 sold out net sold ≈ $12.7m (-124.9k 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 ($184.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $101.82.

Trends to Q4 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: 233Q3 25: 233Q4 25: 233233Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025233
Q4 2025233

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 92 bought or addedQ3 25: 88 cut or sold outQ4 25: 80 bought or addedQ4 25: 85 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247183
Q2 20247377
Q3 20247175
Q4 20249368
Q1 20259389
Q2 20259978
Q3 20259288
Q4 20258085

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +20,929+20.9k
Cetera Investment Advisers Added +14,969+15.0k
Americana Partners, LLC New +12,150+12.2k
MORGAN STANLEY Added +11,770+11.8k
AssuredPartners Investment Advisors, LLC New +10,743+10.7k
Mariner, LLC Added +7,642+7.6k
RAYMOND JAMES FINANCIAL INC Added +6,155+6.2k
GTS SECURITIES LLC Added +5,535+5.5k
Private Advisor Group, LLC Added +4,853+4.9k
Harfst & Associates, Inc. New +4,692+4.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -47,005-47.0k
AMERIPRISE FINANCIAL INC Reduced -38,861-38.9k
Focus Partners Wealth Reduced -27,752-27.8k
OSAIC HOLDINGS, INC. Reduced -23,547-23.5k
LPL Financial LLC Reduced -14,789-14.8k
MML INVESTORS SERVICES, LLC Reduced -14,566-14.6k
Corient Private Wealth LP Sold out -13,774-13.8k
Sanctuary Advisors, LLC Reduced -13,262-13.3k
Beacon Pointe Advisors, LLC Sold out -8,895-8.9k
INVENIO WEALTH PARTNERS LLC Reduced -8,091-8.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.24% of their portfolio OMAHA, NE 859,111859.1k $87.5m $87.5m 0.24% Reduced -16 -16
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 529,423529.4k $53.9m $53.9m 0.01% Reduced -5.7k -5,661
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 442,929442.9k $45.1m $45.1m 0.00% Added +20.9k +20,929
4 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 402,161402.2k $40.9m $40.9m 0.04% Added +15.0k +14,969
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 400,015400.0k $40.7m $40.7m 0.01% Reduced -14.8k -14,789
6 Linscomb Wealth, Inc. 1.44% of their portfolio Houston, TX 337,330337.3k $34.3m $34.3m 1.44% Reduced -327 -327
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 319,429319.4k $32.5m $32.5m 0.00% Added +11.8k +11,770
8 INVENIO WEALTH PARTNERS LLC 6.97% of their portfolio CORAL GABLES, FL 184,326184.3k $18.8m $18.8m 6.97% Reduced -8.1k -8,091
9 MB, LEVIS & ASSOCIATES, LLC 6.71% of their portfolio CENTER VALLEY, PA 156,567156.6k $15.9m $15.9m 6.71% Reduced -2.6k -2,584
10 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 147,778147.8k $15.0m $15.0m 0.02% Reduced -27.8k -27,752
11 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 116,566116.6k $11.9m $11.9m 0.05% Reduced -1.0k -1,000
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 116,340116.3k $11.8m $11.8m 0.00% Added +419 +419
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 99,78199.8k $10.2m $10.2m 0.00% Added +6.2k +6,155
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 99,59999.6k $10.1m $10.1m 0.00% Reduced -38.9k -38,861
15 Stonebridge Wealth Management, LLC 8.90% of their portfolio OAK BROOK, IL 92,47792.5k $9.4m $9.4m 8.90% Reduced -3.7k -3,658
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,00690.0k $9.2m $9.2m 0.00% Reduced -4.2k -4,241
17 Mariner, LLC 0.01% of their portfolio Overland Park, KS 89,64989.6k $9.1m $9.1m 0.01% Added +7.6k +7,642
18 Evanson Asset Management, LLC 0.44% of their portfolio CARMEL, CA 79,65879.7k $8.1m $8.1m 0.44% Reduced -257 -257
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 74,55274.6k $7.6m $7.6m 0.01% Reduced -23.5k -23,547
20 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 72,23672.2k $7.4m $7.4m 0.03% Added +4.9k +4,853
21 1 NORTH WEALTH SERVICES LLC 2.33% of their portfolio ANNAPOLIS, MD 65,02765.0k $6.6m $6.6m 2.33% Added +2.3k +2,262
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,17264.2k $6.5m $6.5m 0.00% Added +4.6k +4,644
23 PRECEDENT WEALTH PARTNERS, LLC 1.26% of their portfolio HOUSTON, TX 59,00859.0k $6.0m $6.0m 1.26% Reduced -968 -968
24 Wealthspire Retirement, LLC 0.33% of their portfolio ALISO VIEJO, CA 52,97253.0k $5.4m $5.4m 0.33% Added +2.3k +2,329
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,86952.9k $5.4m $5.4m 0.00% Reduced -47.0k -47,005
26 Global Retirement Partners, LLC 0.09% of their portfolio San Rafael, CA 49,70949.7k $5.1m $5.1m 0.09% Added +2.5k +2,473
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 43,41043.4k $4.4m $4.4m 0.00% Unchanged
28 FFG RETIREMENT ADVISORS LLC 2.69% of their portfolio CENTENNIAL, CO 42,65342.7k $4.3m $4.3m 2.69% Reduced -388 -388
29 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 39,64139.6k $4.0m $4.0m 0.01% Reduced -3.1k -3,111
30 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 36,73536.7k $3.7m $3.7m 0.01% Added +2.7k +2,690
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,97136.0k $3.7m $3.7m 0.00% Added +1.7k +1,694
32 GTS SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 35,84235.8k $3.6m $3.6m 0.12% Added +5.5k +5,535
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,89634.9k $3.6m $3.6m 0.00% Added +1.6k +1,601
34 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 34,08934.1k $3.5m $3.5m 0.07% Added +21 +21
35 Catalyst Investment Management LLC 3.21% of their portfolio WINDHAM, NH 33,25633.3k $3.4m $3.4m 3.21% First filing
36 LVM CAPITAL MANAGEMENT LTD/MI 0.28% of their portfolio PORTAGE, MI 29,32929.3k $3.0m $3.0m 0.28% Reduced -2.9k -2,930
37 JT Stratford LLC 0.38% of their portfolio GAINESVILLE, GA 29,08829.1k $3.0m $3.0m 0.38% Added +2.1k +2,125
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,36228.4k $2.9m $2.9m 0.00% Added +3.2k +3,215
39 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 25,42325.4k $2.6m $2.6m 0.02% Added +369 +369
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,90423.9k $2.4m $2.4m 0.00% Reduced -1.6k -1,609
41 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 23,51023.5k $2.4m $2.4m 0.01% Reduced -1.6k -1,610
42 Avantax Planning Partners, Inc. 0.06% of their portfolio DUBUQUE, IA 22,58022.6k $2.3m $2.3m 0.06% Reduced -235 -235
43 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 21,94521.9k $2.2m $2.2m 0.01% Reduced -200 -200
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,62620.6k $2.1m $2.1m 0.00% Reduced -1.2k -1,243
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,56720.6k $2.1m $2.1m 0.00% Reduced -803 -803
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,21820.2k $2.1m $2.1m 0.00% Added +74 +74
47 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 18,76218.8k $1.9m $1.9m 0.01% Added +2.2k +2,237
48 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 18,61718.6k $1.9m $1.9m 0.04% Added +532 +532
49 Cherry Tree Wealth Management, LLC 0.37% of their portfolio MINNETONKA, MN 17,11017.1k $1.7m $1.7m 0.37% Reduced -47 -47
50 Barnes Wealth Management Group, Inc 0.88% of their portfolio Bakersfield, CA 16,17116.2k $1.6m $1.6m 0.88% Reduced -472 -472
51 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 16,02616.0k $1.6m $1.6m 0.04% Added +101 +101
52 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 15,34615.3k $1.6m $1.6m 0.03% Reduced -460 -460
53 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 15,09015.1k $1.5m $1.5m 0.01% Added +948 +948
54 Virtus Family Office LLC 1.31% of their portfolio EL PASO, TX 14,91114.9k $1.5m $1.5m 1.31% Reduced -84 -84
55 Keebeck Wealth Management 0.17% of their portfolio Chicago, IL 14,60214.6k $1.5m $1.5m 0.17% Unchanged
56 Cadence Bank 0.09% of their portfolio Tupelo, MS 14,54614.5k $1.5m $1.5m 0.09% Reduced -57 -57
57 Community Bank, N.A. 0.17% of their portfolio DeWitt, NY 14,34014.3k $1.5m $1.5m 0.17% Unchanged
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,28014.3k $1.5m $1.5m 0.00% Reduced -14.6k -14,566
59 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.42% of their portfolio WALTHAM, MA 13,84413.8k $1.4m $1.4m 0.42% Unchanged
60 Axis Wealth Partners, LLC 0.72% of their portfolio EAST PROVIDENCE, RI 12,98013.0k $1.3m $1.3m 0.72% Reduced -577 -577
61 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 12,50212.5k $1.3m $1.3m 0.04% Added +711 +711
62 ShoreHaven Wealth Partners, LLC 0.46% of their portfolio Red Bank, NJ 12,49212.5k $1.3m $1.3m 0.46% Added +635 +635
63 UHLMANN PRICE SECURITIES, LLC 0.75% of their portfolio SKOKIE, IL 12,37012.4k $1.3m $1.3m 0.75% Added +89 +89
64 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,32012.3k $1.3m $1.3m 0.01% Added +1.6k +1,623
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,24012.2k $1.2m $1.2m 0.00% Added +226 +226
66 Americana Partners, LLC 0.03% of their portfolio Houston, TX 12,15012.2k $1.2m $1.2m 0.03% New
67 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 11,58511.6k $1.2m $1.2m 0.02% Reduced -11 -11
68 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,34511.3k $1.2m $1.2m 0.00% Unchanged
69 Melone Private Wealth, LLC 0.47% of their portfolio AUBURN HILLS, MI 10,84510.8k $1.1m $1.1m 0.47% Reduced -93 -93
70 AssuredPartners Investment Advisors, LLC 0.16% of their portfolio Tampa, FL 10,74310.7k $1.1m $1.1m 0.16% New
71 ArchPoint Investors 0.25% of their portfolio CORAL GABLES, FL 10,40010.4k $1.1m $1.1m 0.25% Unchanged
72 SBI Securities Co., Ltd. 0.03% of their portfolio TOKYO, M0 9,8379.8k $1.0m $1.0m 0.03% Added +1 +1
73 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,5229.5k $969.6k $969.6k 0.01% Reduced -742 -742
74 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,9438.9k $910.5k $910.5k 0.01% Added +181 +181
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,8998.9k $906.2k $906.2k 0.00% Reduced -150 -150
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,6398.6k $879.7k $879.7k 0.00% Reduced -2.6k -2,599
77 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,5308.5k $868.5k $868.5k 0.01% Added +1.9k +1,943
78 Oxinas Partners, LLC 0.41% of their portfolio JEFFERSONVILLE, IN 8,4658.5k $861.9k $861.9k 0.41% Unchanged
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,2508.2k $840.0k $840.0k 0.00% Added +1.9k +1,897
80 TFC Financial Management, Inc. 0.10% of their portfolio BOSTON, MA 8,1728.2k $832.1k $832.1k 0.10% Added +3.8k +3,806
81 Fifth Third Securities, Inc. 0.05% of their portfolio Cincinnati, OH 7,6387.6k $777.7k $777.7k 0.05% Added +187 +187
82 Capital Advisors, Ltd. LLC 0.09% of their portfolio SHAKER HEIGHTS, OH 7,6207.6k $776.0k $776.0k 0.09% Reduced -589 -589
83 FMR LLC 0.00% of their portfolio BOSTON, MA 7,4147.4k $754.9k $754.9k 0.00% Added +818 +818
84 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,9567.0k $708.3k $708.3k 0.00% Reduced -13.3k -13,262
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,9016.9k $713.1k $713.1k 0.00% Reduced -550 -550
86 Maridea Wealth Management LLC 0.10% of their portfolio BROOKLYN, NY 6,7646.8k $688.7k $688.7k 0.10% Unchanged
87 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,5706.6k $669.0k $669.0k 0.00% Reduced -980 -980
88 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,5416.5k $666.0k $666.0k 0.00% Added +3.1k +3,129
89 Clearwater Capital Advisors, LLC 0.05% of their portfolio HOFFMAN ESTATES, IL 6,0826.1k $619.3k $619.3k 0.05% Unchanged
90 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,8855.9k $599.2k $599.2k 0.00% Unchanged
91 Passive Capital Management, LLC. 0.18% of their portfolio BALTIMORE, MD 5,7625.8k $586.7k $586.7k 0.18% Unchanged
92 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 5,6245.6k $572.6k $572.6k 0.01% Unchanged
93 EFG International AG 0.01% of their portfolio Zurich, V8 5,4095.4k $550.7k $550.7k 0.01% First filing
94 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 5,3675.4k $546.5k $546.5k 0.04% Reduced -2.1k -2,140
95 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 5,3125.3k $540.9k $540.9k 0.01% Unchanged
96 Elk River Wealth Management LLC 0.09% of their portfolio DENVER, CO 5,3005.3k $539.6k $539.6k 0.09% Reduced -195 -195
97 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 4,9605.0k $505.0k $505.0k 0.05% Reduced -199 -199
98 MSH Capital Advisors LLC 0.11% of their portfolio SCOTTSDALE, AZ 4,9494.9k $503.9k $503.9k 0.11% Added +10 +10
99 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 4,8864.9k $497.5k $497.5k 0.02% Added +10 +10
100 GSG Advisors LLC 0.13% of their portfolio MOUNT LAUREL, NJ 4,8734.9k $496.2k $496.2k 0.13% Added +30 +30