Vault-13

WISDOMTREE TR DHS

US HIGH DIVIDEND · ETP · CUSIP 97717W208

251 institutional holders +1 vs Q1 2026
6,095,1416.1m shares reported held*
$692.9mreported value*
18 new 90 added 59 reduced 14 sold out net bought ≈ $18.1m (+159.5k 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 ($206.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $113.68.

Trends to Q2 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: 250Q2 26: 251251Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026251

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 106 bought or addedQ1 26: 75 cut or sold outQ2 26: 108 bought or addedQ2 26: 73 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247175
Q4 20249368
Q1 20259389
Q2 20259978
Q3 20259288
Q4 20258085
Q1 202610675
Q2 202610873

Biggest buyers

GOLDMAN SACHS GROUP INC Added +71,485+71.5k
Cambridge Investment Research Advisors, Inc. Added +42,534+42.5k
TRUIST FINANCIAL CORP Added +21,855+21.9k
BANK OF AMERICA CORP /DE/ Added +16,824+16.8k
Private Advisor Group, LLC Added +14,288+14.3k
OSAIC HOLDINGS, INC. Added +13,508+13.5k
Creative Planning Added +13,220+13.2k
Cetera Investment Advisers Added +12,527+12.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +12,318+12.3k
Kestra Advisory Services, LLC Added +10,133+10.1k

Biggest sellers

WIN ADVISORS, INC Sold out -75,972-76.0k
WELLS FARGO & COMPANY/MN Reduced -50,900-50.9k
Mariner, LLC Reduced -11,515-11.5k
ArchPoint Investors Sold out -10,400-10.4k
Hershey Financial Advisers, LLC Sold out -10,197-10.2k
Linscomb Wealth, Inc. Reduced -8,750-8.8k
Fifth Third Securities, Inc. Sold out -7,520-7.5k
LPL Financial LLC Reduced -6,135-6.1k
DEBUSSY CAPITAL MANAGEMENT LP Sold out -5,383-5.4k
Independent Advisor Alliance Sold out -4,941-4.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 501,674501.7k $57.0m $57.0m 0.00% Added +9.9k +9,875
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 474,272474.3k $53.9m $53.9m 0.00% Added +16.8k +16,824
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 462,536462.5k $52.6m $52.6m 0.01% Reduced -50.9k -50,900
4 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 424,978425.0k $48.3m $48.3m 0.04% Added +12.5k +12,527
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 396,419396.4k $45.1m $45.1m 0.01% Reduced -6.1k -6,135
6 Linscomb Wealth, Inc. 1.42% of their portfolio Houston, TX 289,052289.1k $32.9m $32.9m 1.42% Reduced -8.8k -8,750
7 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 235,268235.3k $26.7m $26.7m 0.09% Added +10.1k +10,133
8 MB, LEVIS & ASSOCIATES, LLC 6.65% of their portfolio CENTER VALLEY, PA 158,666158.7k $18.0m $18.0m 6.65% Added +421 +421
9 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 144,531144.5k $16.4m $16.4m 0.02% Reduced -3.5k -3,487
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 123,250123.2k $14.0m $14.0m 0.00% Added +6.0k +5,989
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 114,895114.9k $13.1m $13.1m 0.00% Added +71.5k +71,485
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 108,599108.6k $12.3m $12.3m 0.00% Added +4.9k +4,867
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,831107.8k $12.3m $12.3m 0.00% Reduced -2.2k -2,189
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 97,10297.1k $11.0m $11.0m 0.01% Added +13.5k +13,508
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,67590.7k $10.3m $10.3m 0.00% Added +550 +550
16 Stonebridge Wealth Management, LLC 8.72% of their portfolio OAK BROOK, IL 85,71485.7k $9.7m $9.7m 8.72% Added +197 +197
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 80,84480.8k $9.2m $9.2m 0.01% Added +42.5k +42,534
18 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 80,27680.3k $9.1m $9.1m 0.03% Added +1.7k +1,734
19 Evanson Financial, LLC 0.42% of their portfolio MCLEAN, VA 76,24376.2k $8.7m $8.7m 0.42% First filing
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 72,59272.6k $8.3m $8.3m 0.01% Reduced -11.5k -11,515
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,70469.7k $7.9m $7.9m 0.00% Added +2.9k +2,879
22 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 66,62266.6k $7.6m $7.6m 0.08% Added +2.6k +2,557
23 1 NORTH WEALTH SERVICES LLC 2.43% of their portfolio ANNAPOLIS, MD 65,44165.4k $7.4m $7.4m 2.43% Added +2.7k +2,660
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 64,79064.8k $7.4m $7.4m 0.00% Added +2.3k +2,273
25 Global Retirement Partners, LLC 0.11% of their portfolio San Rafael, CA 64,31964.3k $7.3m $7.3m 0.11% First filing
26 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 62,66962.7k $7.1m $7.1m 0.03% Added +14.3k +14,288
27 Wealthspire Retirement, LLC 0.35% of their portfolio ALISO VIEJO, CA 56,00856.0k $6.4m $6.4m 0.35% Reduced -1.2k -1,227
28 PRECEDENT WEALTH PARTNERS, LLC 1.04% of their portfolio HOUSTON, TX 55,00055.0k $6.3m $6.3m 1.04% Added +223 +223
29 FFG RETIREMENT ADVISORS LLC 2.70% of their portfolio CENTENNIAL, CO 44,78744.8k $5.1m $5.1m 2.70% Added +458 +458
30 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 41,26741.3k $4.7m $4.7m 0.01% Added +21.9k +21,855
31 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 39,76939.8k $4.5m $4.5m 0.01% Added +1.9k +1,940
32 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 39,10339.1k $4.4m $4.4m 0.01% Reduced -293 -293
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,92438.9k $4.5m $4.5m 0.00% Added +1.8k +1,838
34 Catalyst Investment Management LLC 3.66% of their portfolio WINDHAM, NH 35,49435.5k $4.0m $4.0m 3.66% Added +9.3k +9,252
35 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 34,00034.0k $3.9m $3.9m 0.07% Reduced -43 -43
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,43833.4k $3.8m $3.8m 0.00% Added +13.2k +13,220
37 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 33,40933.4k $3.8m $3.8m 0.02% Added +9.9k +9,877
38 JT Stratford LLC 0.41% of their portfolio GAINESVILLE, GA 33,22333.2k $3.8m $3.8m 0.41% Added +1.3k +1,294
39 Avidian Wealth Enterprises, LLC 0.10% of their portfolio Houston, TX 30,41630.4k $3.5m $3.5m 0.10% Reduced -993 -993
40 LVM CAPITAL MANAGEMENT LTD/MI 0.27% of their portfolio PORTAGE, MI 28,68728.7k $3.3m $3.3m 0.27% Reduced -385 -385
41 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 26,10226.1k $3.0m $3.0m 0.04% Reduced -107 -107
42 INVENIO WEALTH PARTNERS LLC 1.06% of their portfolio CORAL GABLES, FL 25,92225.9k $2.9m $2.9m 1.06% Reduced -31 -31
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,93324.9k $2.8m $2.8m 0.00% Added +918 +918
44 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 21,89521.9k $2.5m $2.5m 0.01% Added +100 +100
45 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 21,29921.3k $2.4m $2.4m 0.04% Added +600 +600
46 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 20,95020.9k $2.4m $2.4m 0.01% Reduced -515 -515
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,74920.7k $2.4m $2.4m 0.00% Added +513 +513
48 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 20,51920.5k $2.3m $2.3m 0.02% Reduced -994 -994
49 Avantax Planning Partners, Inc. 0.06% of their portfolio DUBUQUE, IA 20,28520.3k $2.3m $2.3m 0.06% Reduced -425 -425
50 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 17,22017.2k $2.0m $2.0m 0.01% Added +1.4k +1,418
51 Dynamic Advisor Solutions LLC 0.06% of their portfolio PHOENIX, AZ 17,17517.2k $2.0m $2.0m 0.06% Added +2.5k +2,504
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,44616.4k $1.9m $1.9m 0.00% Added +12.3k +12,318
53 Virtus Family Office LLC 1.46% of their portfolio EL PASO, TX 16,29616.3k $1.9m $1.9m 1.46% Added +1.0k +1,032
54 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 16,12816.1k $1.8m $1.8m 0.03% Added +59 +59
55 Barnes Wealth Management Group, Inc 0.81% of their portfolio Bakersfield, CA 15,48715.5k $1.8m $1.8m 0.81% Reduced -168 -168
56 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 15,30415.3k $1.7m $1.7m 0.03% Reduced -14 -14
57 FMR LLC 0.00% of their portfolio BOSTON, MA 15,26315.3k $1.7m $1.7m 0.00% Added +7.8k +7,753
58 Community Bank, N.A. 0.19% of their portfolio DeWitt, NY 15,21015.2k $1.7m $1.7m 0.19% Added +742 +742
59 Dickmeyer Boyce Financial Management, Inc. 0.88% of their portfolio FORT WAYNE, IN 14,99615.0k $1.7m $1.7m 0.88% Added +2.3k +2,323
60 Keebeck Wealth Management 0.16% of their portfolio Chicago, IL 14,60214.6k $1.7m $1.7m 0.16% Unchanged
61 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.43% of their portfolio WALTHAM, MA 14,10514.1k $1.6m $1.6m 0.43% Reduced -178 -178
62 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 13,75713.8k $1.6m $1.6m 0.01% Reduced -33 -33
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,43513.4k $1.5m $1.5m 0.00% Added +1.2k +1,244
64 Axis Wealth Partners, LLC 0.71% of their portfolio EAST PROVIDENCE, RI 13,05213.1k $1.5m $1.5m 0.71% Reduced -316 -316
65 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 12,74812.7k $1.4m $1.4m 0.00% Added +6.9k +6,863
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,57112.6k $1.4m $1.4m 0.00% Reduced -27 -27
67 UHLMANN PRICE SECURITIES, LLC 0.05% of their portfolio SKOKIE, IL 12,54912.5k $1.4m $1.4m 0.05% Added +229 +229
68 Americana Partners, LLC 0.03% of their portfolio Houston, TX 12,15012.2k $1.4m $1.4m 0.03% Unchanged
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% Unchanged
70 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 11,46611.5k $1.3m $1.3m 0.01% Reduced -296 -296
71 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,34511.3k $1.3m $1.3m 0.00% Unchanged
72 Melone Private Wealth, LLC 0.46% of their portfolio AUBURN HILLS, MI 10,50910.5k $1.2m $1.2m 0.46% Reduced -256 -256
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,40910.4k $1.2m $1.2m 0.00% Reduced -541 -541
74 AssuredPartners Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 10,24210.2k $1.2m $1.2m 0.11% Added +46 +46
75 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,2459.2k $1.1m $1.1m 0.01% Added +7 +7
76 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,2009.2k $1.0m $1.0m 0.00% Added +3.0k +2,975
77 SBI Securities Co., Ltd. 0.02% of their portfolio TOKYO, M0 9,1809.2k $1.0m $1.0m 0.02% Reduced -359 -359
78 Fortune Financial Group, Inc. 0.79% of their portfolio NAPLES, FL 8,9088.9k $1.0m $1.0m 0.79% New
79 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,8718.9k $1.0m $1.0m 0.01% Reduced -77 -77
80 SFG Wealth Management, LLC. 0.34% of their portfolio TOWSON, MD 8,2268.2k $935.2k $935.2k 0.34% New
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,2038.2k $932.6k $932.6k 0.00% Reduced -342 -342
82 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,1898.2k $931.0k $931.0k 0.01% Added +7 +7
83 TFC Financial Management, Inc. 0.10% of their portfolio BOSTON, MA 7,9868.0k $907.9k $907.9k 0.10% Added +39 +39
84 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,8597.9k $893.5k $893.5k 0.00% Added +5.6k +5,573
85 ShoreHaven Wealth Partners, LLC 0.28% of their portfolio Red Bank, NJ 7,8047.8k $887.2k $887.2k 0.28% Reduced -134 -134
86 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,6207.6k $866.2k $866.2k 0.00% Reduced -162 -162
87 Capital Advisors, Ltd. LLC 0.09% of their portfolio SHAKER HEIGHTS, OH 7,5017.5k $853.0k $853.0k 0.09% Reduced -126 -126
88 Oxinas Partners, LLC 0.33% of their portfolio JEFFERSONVILLE, IN 7,3407.3k $834.4k $834.4k 0.33% Reduced -700 -700
89 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,2617.3k $825.5k $825.5k 0.00% Reduced -639 -639
90 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,9957.0k $795.2k $795.2k 0.00% Added +15 +15
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,9577.0k $790.9k $790.9k 0.00% Unchanged
92 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 6,8286.8k $776.2k $776.2k 0.01% Added +5.8k +5,824
93 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 6,8106.8k $774.2k $774.2k 0.00% New
94 Maridea Wealth Management LLC 0.08% of their portfolio BROOKLYN, NY 6,7646.8k $769.0k $769.0k 0.08% Unchanged
95 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,2056.2k $705.4k $705.4k 0.00% Added +66 +66
96 Clearwater Capital Advisors, LLC 0.05% of their portfolio HOFFMAN ESTATES, IL 5,9195.9k $672.9k $672.9k 0.05% Reduced -398 -398
97 Passive Capital Management, LLC. 0.18% of their portfolio BALTIMORE, MD 5,7625.8k $586.7k $586.7k 0.18% Unchanged
98 MSH Capital Advisors LLC 0.10% of their portfolio SCOTTSDALE, AZ 5,3065.3k $603.2k $603.2k 0.10% Added +274 +274
99 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 5,2985.3k $602.3k $602.3k 0.01% Unchanged
100 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 5,2525.3k $597.0k $597.0k 0.04% Reduced -11 -11