Vault-13

WISDOMTREE TR DHS

US HIGH DIVIDEND · ETP · CUSIP 97717W208

250 institutional holders +17 vs Q4 2025
6,755,3856.8m shares reported held*
$737.7mreported value*
28 new 78 added 68 reduced 7 sold out net bought ≈ $39.9m (+365.1k 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 ($231.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $109.20.

Trends to Q1 2026

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: 233Q1 26: 250250Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026250

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 73 bought or addedQ2 24: 77 cut or sold outQ3 24: 71 bought or addedQ3 24: 75 cut or sold outQ3 24Q4 24: 93 bought or addedQ4 24: 68 cut or sold outQ1 25: 93 bought or addedQ1 25: 89 cut or sold outQ1 25Q2 25: 99 bought or addedQ2 25: 78 cut or sold outQ3 25: 92 bought or addedQ3 25: 88 cut or sold outQ3 25Q4 25: 80 bought or addedQ4 25: 85 cut or sold outQ1 26: 106 bought or addedQ1 26: 75 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247377
Q3 20247175
Q4 20249368
Q1 20259389
Q2 20259978
Q3 20259288
Q4 20258085
Q1 202610675

Biggest buyers

MORGAN STANLEY Added +172,370+172.4k
Kestra Advisory Services, LLC Added +108,569+108.6k
WIN ADVISORS, INC New +75,972+76.0k
NewEdge Advisors, LLC Added +69,903+69.9k
Stratos Wealth Partners, LTD. Added +60,204+60.2k
Avidian Wealth Enterprises, LLC New +31,409+31.4k
Apella Capital, LLC Added +24,012+24.0k
BANK OF AMERICA CORP /DE/ Added +14,519+14.5k
HUNTINGTON NATIONAL BANK New +13,790+13.8k
Cetera Investment Advisers Added +10,290+10.3k

Biggest sellers

INVENIO WEALTH PARTNERS LLC Reduced -158,373-158.4k
Linscomb Wealth, Inc. Reduced -39,528-39.5k
GTS SECURITIES LLC Sold out -35,842-35.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -24,234-24.2k
Private Advisor Group, LLC Reduced -23,855-23.9k
WELLS FARGO & COMPANY/MN Reduced -15,987-16.0k
Catalyst Investment Management LLC Reduced -7,014-7.0k
Stonebridge Wealth Management, LLC Reduced -6,960-7.0k
Mariner, LLC Reduced -5,542-5.5k
ShoreHaven Wealth Partners, LLC Reduced -4,554-4.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.25% of their portfolio OMAHA, NE 861,983862.0k $94.1m $94.1m 0.25% Added +2.9k +2,872
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 513,436513.4k $56.1m $56.1m 0.01% Reduced -16.0k -15,987
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 491,799491.8k $53.7m $53.7m 0.00% Added +172.4k +172,370
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 457,448457.4k $50.0m $50.0m 0.00% Added +14.5k +14,519
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 412,451412.5k $45.0m $45.0m 0.05% Added +10.3k +10,290
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 402,554402.6k $44.0m $44.0m 0.01% Added +2.5k +2,539
7 Linscomb Wealth, Inc. 1.45% of their portfolio Houston, TX 297,802297.8k $32.5m $32.5m 1.45% Reduced -39.5k -39,528
8 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 225,135225.1k $24.6m $24.6m 0.09% Added +108.6k +108,569
9 MB, LEVIS & ASSOCIATES, LLC 7.21% of their portfolio CENTER VALLEY, PA 158,245158.2k $17.3m $17.3m 7.21% Added +1.7k +1,678
10 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 148,018148.0k $16.2m $16.2m 0.02% Added +240 +240
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,261117.3k $12.8m $12.8m 0.00% Added +921 +921
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 110,020110.0k $12.0m $12.0m 0.00% Added +10.2k +10,239
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 103,732103.7k $11.3m $11.3m 0.00% Added +4.1k +4,133
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,12590.1k $9.8m $9.8m 0.00% Added +119 +119
15 Stonebridge Wealth Management, LLC 8.95% of their portfolio OAK BROOK, IL 85,51785.5k $9.3m $9.3m 8.95% Reduced -7.0k -6,960
16 Mariner, LLC 0.01% of their portfolio Overland Park, KS 84,10784.1k $9.2m $9.2m 0.01% Reduced -5.5k -5,542
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 83,59483.6k $9.1m $9.1m 0.01% Added +9.0k +9,042
18 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 78,54278.5k $8.6m $8.6m 0.03% Added +69.9k +69,903
19 Evanson Asset Management, LLC 0.45% of their portfolio CARMEL, CA 76,46676.5k $8.4m $8.4m 0.45% Reduced -3.2k -3,192
20 WIN ADVISORS, INC 3.80% of their portfolio PALM BEACH GARDENS, FL 75,97276.0k $8.3m $8.3m 3.80% New
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 66,82566.8k $7.3m $7.3m 0.00% Added +2.7k +2,653
22 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 64,06564.1k $7.0m $7.0m 0.08% Added +60.2k +60,204
23 1 NORTH WEALTH SERVICES LLC 2.48% of their portfolio ANNAPOLIS, MD 62,78162.8k $6.9m $6.9m 2.48% Reduced -2.2k -2,246
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 62,51762.5k $6.8m $6.8m 0.00% Added +9.6k +9,648
25 Wealthspire Retirement, LLC 0.38% of their portfolio ALISO VIEJO, CA 57,23557.2k $6.3m $6.3m 0.38% Added +4.3k +4,263
26 PRECEDENT WEALTH PARTNERS, LLC 1.20% of their portfolio HOUSTON, TX 54,77754.8k $6.0m $6.0m 1.20% Reduced -4.2k -4,231
27 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 48,38148.4k $5.3m $5.3m 0.02% Reduced -23.9k -23,855
28 FFG RETIREMENT ADVISORS LLC 2.82% of their portfolio CENTENNIAL, CO 44,32944.3k $4.8m $4.8m 2.82% Added +1.7k +1,676
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 43,41043.4k $4.7m $4.7m 0.00% Unchanged
30 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 39,39639.4k $4.3m $4.3m 0.01% Reduced -245 -245
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 38,31038.3k $4.2m $4.2m 0.01% Added +1.6k +1,575
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 37,82937.8k $4.1m $4.1m 0.01% Added +1.9k +1,858
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 37,08637.1k $4.0m $4.0m 0.00% Added +2.2k +2,190
34 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 34,04334.0k $3.7m $3.7m 0.08% Reduced -46 -46
35 JT Stratford LLC 0.44% of their portfolio GAINESVILLE, GA 31,92931.9k $3.5m $3.5m 0.44% Added +2.8k +2,841
36 Avidian Wealth Enterprises, LLC 0.11% of their portfolio Houston, TX 31,40931.4k $3.4m $3.4m 0.11% New
37 LVM CAPITAL MANAGEMENT LTD/MI 0.30% of their portfolio PORTAGE, MI 29,07229.1k $3.2m $3.2m 0.30% Reduced -257 -257
38 Catalyst Investment Management LLC 3.22% of their portfolio WINDHAM, NH 26,24226.2k $2.9m $2.9m 3.22% Reduced -7.0k -7,014
39 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 26,20926.2k $2.9m $2.9m 0.04% Added +24.0k +24,012
40 INVENIO WEALTH PARTNERS LLC 1.13% of their portfolio CORAL GABLES, FL 25,95326.0k $2.8m $2.8m 1.13% Reduced -158.4k -158,373
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,01524.0k $2.6m $2.6m 0.00% Added +111 +111
42 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 23,53223.5k $2.6m $2.6m 0.02% Added +4.8k +4,770
43 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 21,79521.8k $2.4m $2.4m 0.01% Reduced -150 -150
44 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 21,51321.5k $2.3m $2.3m 0.02% Reduced -3.9k -3,910
45 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 21,46521.5k $2.3m $2.3m 0.01% Reduced -2.0k -2,045
46 Avantax Planning Partners, Inc. 0.06% of their portfolio DUBUQUE, IA 20,71020.7k $2.3m $2.3m 0.06% Reduced -1.9k -1,870
47 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 20,69920.7k $2.3m $2.3m 0.04% Added +2.1k +2,082
48 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 20,23620.2k $2.2m $2.2m 0.01% Reduced -390 -390
49 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,21820.2k $2.2m $2.2m 0.00% Unchanged
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 19,41219.4k $2.1m $2.1m 0.00% Reduced -1.2k -1,155
51 Cherry Tree Wealth Management, LLC 0.38% of their portfolio MINNETONKA, MN 16,50416.5k $1.8m $1.8m 0.38% Reduced -606 -606
52 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 16,06916.1k $1.8m $1.8m 0.06% Added +43 +43
53 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 15,80215.8k $1.7m $1.7m 0.01% Added +712 +712
54 Barnes Wealth Management Group, Inc 0.87% of their portfolio Bakersfield, CA 15,65515.7k $1.7m $1.7m 0.87% Reduced -516 -516
55 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 15,31815.3k $1.7m $1.7m 0.03% Reduced -28 -28
56 Virtus Family Office LLC 1.42% of their portfolio EL PASO, TX 15,26415.3k $1.7m $1.7m 1.42% Added +353 +353
57 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 14,67114.7k $1.6m $1.6m 0.05% Added +2.2k +2,169
58 Keebeck Wealth Management 0.18% of their portfolio Chicago, IL 14,60214.6k $1.6m $1.6m 0.18% Unchanged
59 Community Bank, N.A. 0.19% of their portfolio DeWitt, NY 14,46814.5k $1.6m $1.6m 0.19% Added +128 +128
60 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.46% of their portfolio WALTHAM, MA 14,28314.3k $1.6m $1.6m 0.46% Added +439 +439
61 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 13,79013.8k $1.5m $1.5m 0.01% New
62 Axis Wealth Partners, LLC 0.74% of their portfolio EAST PROVIDENCE, RI 13,36813.4k $1.4m $1.4m 0.74% Added +388 +388
63 Dickmeyer Boyce Financial Management, Inc. 0.81% of their portfolio FORT WAYNE, IN 12,67312.7k $1.4m $1.4m 0.81% First filing
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,59812.6k $1.4m $1.4m 0.00% Added +358 +358
65 UHLMANN PRICE SECURITIES, LLC 0.09% of their portfolio SKOKIE, IL 12,32012.3k $1.3m $1.3m 0.09% Reduced -50 -50
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,19112.2k $1.3m $1.3m 0.00% Reduced -2.1k -2,089
67 Americana Partners, LLC 0.03% of their portfolio Houston, TX 12,15012.2k $1.3m $1.3m 0.03% Unchanged
68 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,76211.8k $1.3m $1.3m 0.01% Reduced -558 -558
69 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 11,55711.6k $1.3m $1.3m 0.02% Reduced -28 -28
70 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,34511.3k $1.2m $1.2m 0.00% Unchanged
71 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,95010.9k $1.2m $1.2m 0.00% Added +2.1k +2,051
72 Melone Private Wealth, LLC 0.48% of their portfolio AUBURN HILLS, MI 10,76510.8k $1.2m $1.2m 0.48% Reduced -80 -80
73 ArchPoint Investors 0.27% of their portfolio CORAL GABLES, FL 10,40010.4k $1.1m $1.1m 0.27% Unchanged
74 Hershey Financial Advisers, LLC 0.96% of their portfolio LANCASTER, PA 10,19710.2k $1.1m $1.1m 0.96% New
75 AssuredPartners Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 10,19610.2k $1.1m $1.1m 0.12% Reduced -547 -547
76 SBI Securities Co., Ltd. 0.03% of their portfolio TOKYO, M0 9,5399.5k $1.0m $1.0m 0.03% Reduced -298 -298
77 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,2389.2k $1.0m $1.0m 0.01% Reduced -284 -284
78 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,9488.9k $977.3k $977.3k 0.01% Added +5 +5
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,5458.5k $933.3k $933.3k 0.00% Added +295 +295
80 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,1828.2k $888.8k $888.8k 0.01% Reduced -348 -348
81 Oxinas Partners, LLC 0.40% of their portfolio JEFFERSONVILLE, IN 8,0408.0k $878.1k $878.1k 0.40% Reduced -425 -425
82 TFC Financial Management, Inc. 0.11% of their portfolio BOSTON, MA 7,9477.9k $868.0k $868.0k 0.11% Reduced -225 -225
83 ShoreHaven Wealth Partners, LLC 0.31% of their portfolio Red Bank, NJ 7,9387.9k $867.0k $867.0k 0.31% Reduced -4.6k -4,554
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,9007.9k $862.8k $862.8k 0.00% Added +6.8k +6,800
85 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,7827.8k $849.9k $849.9k 0.00% New
86 Capital Advisors, Ltd. LLC 0.09% of their portfolio SHAKER HEIGHTS, OH 7,6277.6k $833.0k $833.0k 0.09% Added +7 +7
87 Fifth Third Securities, Inc. 0.05% of their portfolio Cincinnati, OH 7,5207.5k $821.3k $821.3k 0.05% Reduced -118 -118
88 FMR LLC 0.00% of their portfolio BOSTON, MA 7,5107.5k $820.3k $820.3k 0.00% Added +96 +96
89 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,9807.0k $762.4k $762.4k 0.00% Added +4.0k +3,980
90 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,9577.0k $759.9k $759.9k 0.00% Added +1 +1
91 Maridea Wealth Management LLC 0.11% of their portfolio BROOKLYN, NY 6,7646.8k $738.8k $738.8k 0.11% Unchanged
92 Clearwater Capital Advisors, LLC 0.06% of their portfolio HOFFMAN ESTATES, IL 6,3176.3k $689.9k $689.9k 0.06% Added +235 +235
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,2256.2k $679.9k $679.9k 0.00% Reduced -316 -316
94 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,1396.1k $670.5k $670.5k 0.00% Added +3.1k +3,131
95 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,8855.9k $642.8k $642.8k 0.00% Unchanged
96 Passive Capital Management, LLC. 0.19% of their portfolio BALTIMORE, MD 5,7625.8k $629.3k $629.3k 0.19% Unchanged
97 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 5,6245.6k $614.3k $614.3k 0.02% Unchanged
98 DEBUSSY CAPITAL MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 5,3835.4k $587.9k $587.9k 0.08% Added +2.3k +2,336
99 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 5,2985.3k $578.6k $578.6k 0.01% Reduced -14 -14
100 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 5,2635.3k $574.9k $574.9k 0.04% Reduced -104 -104