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Wisdomtree US High Dividend (DHS)

CUSIP: 97717W208 | NYSE | 685 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Linscomb Wealth, Inc.283,360
1.4% of portfolio›$31.7M
Kestra Advisory Services, LLC252,069
0.1% of portfolio›$28.2M
MB, Levis & Associates, LLC159,183
6.5% of portfolio›$17.8M
Stonebridge Wealth Management, LLC85,976
8.6% of portfolio›$9.6M
Precedent Wealth Partners, LLC57,364
1.0% of portfolio›$6.4M
Evanson Financial, LLC56,374
0.3% of portfolio›$6.3M
FFG Retirement Advisors LLC44,944
2.7% of portfolio›$5.0M
Truist Financial Corp41,638
0.0% of portfolio›$4.7M
Commonwealth Equity Services, LLC40,794
0.0% of portfolio›$4.6M
D.A. Davidson & Co.39,895
0.0% of portfolio›$4.5M
Catalyst Investment Management LLC37,077
3.7% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.36,120
0.0% of portfolio›$4.0K
Creative Planning34,602
0.0% of portfolio›$3.9M
Avidian Wealth Enterprises, LLC30,414
0.1% of portfolio›$3.4M
LVM Capital Management LTD28,497
0.3% of portfolio›$3.2M
Apella Capital, LLC25,972
0.0% of portfolio›$2.9M
Invenio Wealth Partners LLC25,862
1.0% of portfolio›$2.9M
Fortune Financial Group, Inc.20,450
2.0% of portfolio›$2.3M
Dynamic Advisor Solutions LLC20,240
0.1% of portfolio›$2.3M
Avantax Planning Partners, Inc.20,145
0.1% of portfolio›$2.3M
Virtus Family Office LLC16,667
1.4% of portfolio›$1.9M
J.W. Cole Advisors, Inc.16,618
0.0% of portfolio›$1.9M
Dickmeyer Boyce Financial Management, Inc.15,664
0.9% of portfolio›$1.8M
Cherry Tree Wealth Management, LLC15,651
0.3% of portfolio›$1.8M
Uhlmann Price Securities, LLC14,800
0.1% of portfolio›$1.7M
Pension & Wealth Management Advisors, Inc.13,676
0.3% of portfolio›$1.5M
Americana Partners, LLC12,150
0.0% of portfolio›$1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,557
0.0% of portfolio›$1.3M
Melone Private Wealth, LLC10,526
0.5% of portfolio›$1.2M
SBI Securities Co., Ltd.9,330
0.0% of portfolio›$1.0M
TFC Financial Management, Inc.7,830
0.1% of portfolio›$876.8K
Capital Advisors, Ltd. LLC7,510
0.0% of portfolio›$841
Farther Finance Advisors, LLC7,264
0.0% of portfolio›$813.4K
ShoreHaven Wealth Partners, LLC7,038
0.2% of portfolio›$788.0K
MSH Capital Advisors LLC5,425
0.1% of portfolio›$607.4K
Capital Investment Advisors, LLC5,227
0.0% of portfolio›$585.2K
Flagship Harbor Advisors, LLC5,219
0.0% of portfolio›$584.4K
Avestar Capital, LLC5,002
0.0% of portfolio›$560.1K
Relyea Zuckerberg Hanson LLC4,891
0.0% of portfolio›$547.6K
Harfst & Associates, Inc.4,676
0.1% of portfolio›$523.6K
AlphaCore Capital LLC4,602
0.0% of portfolio›$515.3K
Avior Wealth Management, LLC4,494
0.0% of portfolio›$503.2K
Evolution Wealth Management Inc.4,240
0.3% of portfolio›$474.8K
Maltin Wealth Management, Inc.4,033
0.1% of portfolio›$451.5K
Tempus Wealth Planning, LLC3,906
0.1% of portfolio›$437.4K
GSG Advisors LLC3,898
0.1% of portfolio›$436.5K
Concurrent Investment Advisors, LLC3,845
0.0% of portfolio›$430.5K
Vise Technologies, Inc.3,773
0.0% of portfolio›$422.5K
Capital Advisors Wealth Management, LLC3,714
0.0% of portfolio›$415.9K
Nations Financial Group Inc,3,563
0.0% of portfolio›$398.9K
Wealth Enhancement Advisory Services, LLC3,469
0.0% of portfolio›$394.5K
Mullooly Asset Management, Inc.3,368
0.1% of portfolio›$377.1K
Tranquility Partners, LLC3,357
0.1% of portfolio›$375.9K
Park Avenue Securities LLC3,165
0.0% of portfolio›$354
Clear Trail Advisors, LLC3,000
0.1% of portfolio›$335.9K
1834 Investment Advisors Co2,993
0.0% of portfolio›$335.1K
Atria Investments, Inc2,792
0.0% of portfolio›$312.6K
Vaughan & Co Securities, Inc.2,763
0.1% of portfolio›$309.4K
Friday Financial2,754
0.1% of portfolio›$308.5K
Kestra Private Wealth Services, LLC2,655
0.0% of portfolio›$297.3K
Cooper Financial Group2,630
0.0% of portfolio›$294.5K
Richardson Capital Management LLC2,543
0.1% of portfolio›$284.7K
Choreo, LLC2,505
0.0% of portfolio›$280.5K
Revisor Wealth Management LLC2,495
0.1% of portfolio›$289.9K
B. Riley Wealth Advisors, Inc.2,374
0.0% of portfolio›$265.8K
Powers Advisory Group, LLC2,354
0.1% of portfolio›$263.6K
Signal Advisors Wealth, LLC2,333
0.0% of portfolio›$261.3K
Old National Bancorp2,306
0.0% of portfolio›$258.2K
J. L. Bainbridge & Co., Inc.2,306
0.0% of portfolio›$258.2K
US Bancorp \de\2,275
0.0% of portfolio›$254.7K
Apollon Wealth Management, LLC2,210
0.0% of portfolio›$247.5K
Oppenheimer & Co Inc2,096
0.0% of portfolio›$234.7K
Founders Financial Securities LLC2,084
0.0% of portfolio›$233.3K
Delta Capital Management LLC2,000
0.0% of portfolio›$224
Signature Estate & Investment Advisors LLC1,910
0.0% of portfolio›$213.9K
CV Advisors LLC1,900
0.0% of portfolio›$212.7K
Gemmer Asset Management LLC1,875
0.0% of portfolio›$209.9K
apricus wealth, LLC1,870
0.1% of portfolio›$209.4K
EverSource Wealth Advisors, LLC1,749
0.0% of portfolio›$195.8K
CoreCap Advisors, LLC1,602
0.0% of portfolio›$179.4K
Cassaday & Co Wealth Management LLC1,368
0.0% of portfolio›$153.2K
Lanark Financial, Inc.1,239
0.0% of portfolio›$138.7K
Halbert Hargrove Global Advisors, LLC1,102
0.0% of portfolio›$123.4K
Independence Bank of Kentucky1,000
0.0% of portfolio›$112.0K
IFP Advisors, Inc977
0.0% of portfolio›$109.4K
Western Pacific Wealth Management, LP972
0.1% of portfolio›$108.8K
Citizens National Bank Trust Department939
0.0% of portfolio›$105.1K
Kentucky Trust Co914
0.1% of portfolio›$102.3K
Blue Trust, Inc.901
0.0% of portfolio›$100.9K
Triumph Capital Management700
0.0% of portfolio›$78.4K
Allspring Global Investments Holdings, LLC642
0.0% of portfolio›$72.1K
Beacon Investment Advisory Services, Inc.525
0.0% of portfolio›$58.8K
Salomon & Ludwin, LLC514
0.0% of portfolio›$57.6K
Pathway Financial Advisers, LLC432
0.0% of portfolio›$48.3K
Larson Financial Group LLC395
0.0% of portfolio›$44.2K
Private Trust Co NA384
0.0% of portfolio›$43.0K
Versant Capital Management, Inc379
0.0% of portfolio›$42.5K
Marshall & Sterling Wealth Advisors Inc.340
0.0% of portfolio›$38.1K
Financial Consulate, Inc295
0.0% of portfolio›$33.0K
Gamma Investing LLC287
0.0% of portfolio›$32.1K
Assetmark, Inc277
0.0% of portfolio›$31.0K
Silver Grove Financial Group, Inc.235
0.0% of portfolio›$26.3K
Compass Financial Management LLC174
0.0% of portfolio›$19.5K
Caldwell Trust Co150
0.0% of portfolio›$16.8K
GHP Investment Advisors, Inc.145
0.0% of portfolio›$16.2K
Wealth Analytics Partners, LLC140
0.0% of portfolio›$15.7K
Hanson & Doremus Investment Management135
0.0% of portfolio›$15
Key FInancial Inc124
0.0% of portfolio›$13.9K
Reap Financial Group, LLC68
0.0% of portfolio›$7.6K
Canton Hathaway, LLC43
0.0% of portfolio›$4.8K
Creative Financial Designs Inc34
0.0% of portfolio›$3.8K
Catherine Avery Investment Management LLC32
0.0% of portfolio›$3.6K
Signaturefd, LLC26
0.0% of portfolio›$2.9K
Asset Dedication, LLC14
0.0% of portfolio›$1.6K
Root Financial Partners, LLC4
0.0% of portfolio›$448
Glass Jacobson Investment Advisors llc1
0.0% of portfolio›$115
StyleTurnoverLocationFiled
Linscomb Wealth, Inc.
283,360$31.7M1.4%ETFLowHouston, TX2026-11-05
Kestra Advisory Services, LLC
252,069$28.2M0.1%CoreLowAustin, TX2026-11-02
MB, Levis & Associates, LLC
159,183$17.8M6.5%ETFVery LowCenter Valley, PA2026-10-16
Stonebridge Wealth Management, LLC
85,976$9.6M8.6%ETFLowOak Brook, IL2026-10-09
Precedent Wealth Partners, LLC
57,364$6.4M1.0%ETFMediumHouston, TX2026-10-21
Evanson Financial, LLC
56,374$6.3M0.3%ETFN/AMclean, VA2026-10-23
FFG Retirement Advisors LLC
44,944$5.0M2.7%ETFMediumCentennial, CO2026-10-20
Truist Financial Corp
41,638$4.7M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
40,794$4.6M0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
39,895$4.5M0.0%CoreLowGreat Falls, MT2026-10-28
Catalyst Investment Management LLC
37,077$4.2M3.7%ETFMediumWindham, NH2026-10-21
Cambridge Investment Research Advisors, Inc.
36,120$4.0K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
34,602$3.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Avidian Wealth Enterprises, LLC
30,414$3.4M0.1%ETFLowHouston, TX2026-10-08
LVM Capital Management LTD
28,497$3.2M0.3%GrowthLowPortage, MI2026-10-20
Apella Capital, LLC
25,972$2.9M0.0%ETFVery LowWest Hartford, CT2026-10-08
Invenio Wealth Partners LLC
25,862$2.9M1.0%ETFLowCoral Gables, FL2026-10-20
Fortune Financial Group, Inc.
20,450$2.3M2.0%ETFHighNaples, FL2026-10-22
Dynamic Advisor Solutions LLC
20,240$2.3M0.1%ETFLowPhoenix, AZ2026-10-13
Avantax Planning Partners, Inc.
20,145$2.3M0.1%ETFLowDubuque, IA2026-11-03
Virtus Family Office LLC
16,667$1.9M1.4%Deep ValueMediumEl Paso, TX2026-10-30
J.W. Cole Advisors, Inc.
16,618$1.9M0.0%IndexLowTampa, FL2026-11-05
Dickmeyer Boyce Financial Management, Inc.
15,664$1.8M0.9%CoreVery LowFort Wayne, IN2026-10-08
Cherry Tree Wealth Management, LLC
15,651$1.8M0.3%ETFVery LowMinnetonka, MN2026-10-15
Uhlmann Price Securities, LLC
14,800$1.7M0.1%Agg GrowthLowSkokie, IL2026-11-03
Pension & Wealth Management Advisors, Inc.
13,676$1.5M0.3%ETFLowWaltham, MA2026-10-16
Americana Partners, LLC
12,150$1.4M0.0%CoreMediumHouston, TX2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
11,557$1.3M0.0%GrowthVery LowSeattle, WA2026-10-27
Melone Private Wealth, LLC
10,526$1.2M0.5%ETFMediumAuburn Hills, MI2026-10-16
SBI Securities Co., Ltd.
9,330$1.0M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
TFC Financial Management, Inc.
7,830$876.8K0.1%ETFVery LowBoston, MA2026-10-26
Capital Advisors, Ltd. LLC
7,510$8410.0%ETFLowShaker Heights, OH2026-10-27
Farther Finance Advisors, LLC
7,264$813.4K0.0%IndexLowSan Francisco, CA2026-10-08
ShoreHaven Wealth Partners, LLC
7,038$788.0K0.2%ETFMediumRed Bank, NJ2026-10-16
MSH Capital Advisors LLC
5,425$607.4K0.1%CoreLowScottsdale, AZ2026-11-03
Capital Investment Advisors, LLC
5,227$585.2K0.0%CoreLowAtlanta, GA2026-10-22
Flagship Harbor Advisors, LLC
5,219$584.4K0.0%ETFMediumBoston, MA2026-10-26
Avestar Capital, LLC
5,002$560.1K0.0%GrowthLowNew York, NY2026-10-28
Relyea Zuckerberg Hanson LLC
4,891$547.6K0.0%ETFLowStamford, CT2026-10-20
Harfst & Associates, Inc.
4,676$523.6K0.1%GARPLowSheridan, WY2026-10-20
AlphaCore Capital LLC
4,602$515.3K0.0%ETFLowLa Jolla, CA2026-11-04
Avior Wealth Management, LLC
4,494$503.2K0.0%ETFMediumOmaha, NE2026-10-13
Evolution Wealth Management Inc.
4,240$474.8K0.3%ETFMediumFort Myers, FL2026-10-28
Maltin Wealth Management, Inc.
4,033$451.5K0.1%ETFMediumRidgewood, NJ2026-10-13
Tempus Wealth Planning, LLC
3,906$437.4K0.1%ETFMediumIrvine, CA2026-10-14
GSG Advisors LLC
3,898$436.5K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Concurrent Investment Advisors, LLC
3,845$430.5K0.0%GrowthMediumTampa, FL2026-10-16
Vise Technologies, Inc.
3,773$422.5K0.0%IndexLowNew York, NY2026-10-29
Capital Advisors Wealth Management, LLC
3,714$415.9K0.0%ETFLowYakima, WA2026-10-09
Nations Financial Group Inc,
3,563$398.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Wealth Enhancement Advisory Services, LLC
3,469$394.5K0.0%CoreLowPlymouth, MN2026-10-13
Mullooly Asset Management, Inc.
3,368$377.1K0.1%ETFVery LowWall Township, NJ2026-10-30
Tranquility Partners, LLC
3,357$375.9K0.1%CoreLowBrentwood, TN2026-10-20
Park Avenue Securities LLC
3,165$3540.0%ETFMediumNew York, NY2026-10-26
Clear Trail Advisors, LLC
3,000$335.9K0.1%CoreLowHouston, TX2026-10-20
1834 Investment Advisors Co
2,993$335.1K0.0%ValueLowMilwaukee, WI2026-10-16
Atria Investments, Inc
2,792$312.6K0.0%CoreMediumCharlotte, NC2026-10-15
Vaughan & Co Securities, Inc.
2,763$309.4K0.1%ETFVery LowRidgewood, NJ2026-10-23
Friday Financial
2,754$308.5K0.1%ETFVery LowDubuque, IA2026-10-09
Kestra Private Wealth Services, LLC
2,655$297.3K0.0%GrowthLowAustin, TX2026-10-30
Cooper Financial Group
2,630$294.5K0.0%GrowthMediumIrvine, CA2026-10-07
Richardson Capital Management LLC
2,543$284.7K0.1%ETFLowMenomonee Falls, WI2026-10-23
Choreo, LLC
2,505$280.5K0.0%IndexLowRockford, IL2026-10-28
Revisor Wealth Management LLC
2,495$289.9K0.1%CoreLowAkron, OH2026-10-20
B. Riley Wealth Advisors, Inc.
2,374$265.8K0.0%GrowthLowMemphis, TN2026-10-13
Powers Advisory Group, LLC
2,354$263.6K0.1%ETFVery LowHighland, IL2026-10-14
Signal Advisors Wealth, LLC
2,333$261.3K0.0%ETFLowDetroit, MI2026-10-13
Old National Bancorp
2,306$258.2K0.0%CoreLowEvansville, IN2026-10-20
J. L. Bainbridge & Co., Inc.
2,306$258.2K0.0%GrowthLowSarasota, FL2026-10-20
US Bancorp \de\
2,275$254.7K0.0%IndexLowMinneapolis, MN2026-11-05
Apollon Wealth Management, LLC
2,210$247.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Oppenheimer & Co Inc
2,096$234.7K0.0%CoreLowNew York, NY2026-10-26
Founders Financial Securities LLC
2,084$233.3K0.0%ETFMediumTowson, MD2026-10-28
Delta Capital Management LLC
2,000$2240.0%CoreLowRed Bank, NJ2026-10-16
Signature Estate & Investment Advisors LLC
1,910$213.9K0.0%ETFMediumLos Angeles, CA2026-10-13
CV Advisors LLC
1,900$212.7K0.0%GrowthVery LowAventura, FL2026-10-13
Gemmer Asset Management LLC
1,875$209.9K0.0%ETFLowWalnut Creek, CA2026-10-16
apricus wealth, LLC
1,870$209.4K0.1%YieldMediumBeaufort, SC2026-10-26
EverSource Wealth Advisors, LLC
1,749$195.8K0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
1,602$179.4K0.0%ETFMediumSouthfield, MI2026-10-08
Cassaday & Co Wealth Management LLC
1,368$153.2K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
1,239$138.7K0.0%CoreMediumBirmingham, AL2026-10-26
Halbert Hargrove Global Advisors, LLC
1,102$123.4K0.0%ETFLowLong Beach, CA2026-10-16
Independence Bank of Kentucky
1,000$112.0K0.0%GrowthLowOwensboro, KY2026-10-26
IFP Advisors, Inc
977$109.4K0.0%GrowthLowTampa, FL2026-10-16
Western Pacific Wealth Management, LP
972$108.8K0.1%GrowthLowLake Forest, IL2026-10-16
Citizens National Bank Trust Department
939$105.1K0.0%CoreVery LowMeridian, MS2026-11-04
Kentucky Trust Co
914$102.3K0.1%CoreVery LowDanville, KY2026-10-15
Blue Trust, Inc.
901$100.9K0.0%ETFLowBrentwood, TN2026-10-15
Triumph Capital Management
700$78.4K0.0%ETFMediumDenver, CO2026-10-14
Allspring Global Investments Holdings, LLC
642$72.1K0.0%CoreMediumCharlotte, NC2026-11-04
Beacon Investment Advisory Services, Inc.
525$58.8K0.0%GrowthLowMorristown, NJ2026-10-13
Salomon & Ludwin, LLC
514$57.6K0.0%ETFVery LowRichmond, VA2026-10-29
Pathway Financial Advisers, LLC
432$48.3K0.0%CoreLowAuburn, IN2026-10-27
Larson Financial Group LLC
395$44.2K0.0%GrowthLowSt Louis, MO2026-11-05
Private Trust Co NA
384$43.0K0.0%CoreLowCleveland, OH2026-10-20
Versant Capital Management, Inc
379$42.5K0.0%GARPLowPhoenix, AZ2026-10-02
Marshall & Sterling Wealth Advisors Inc.
340$38.1K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Financial Consulate, Inc
295$33.0K0.0%ETFLowHunt Valley, MD2026-10-23
Gamma Investing LLC
287$32.1K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
277$31.0K0.0%ETFLowConcord, CA2026-10-21
Silver Grove Financial Group, Inc.
235$26.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Compass Financial Management LLC
174$19.5K0.0%CoreN/ATampa, FL2026-10-30
Caldwell Trust Co
150$16.8K0.0%GrowthLowVenice, FL2026-10-30
GHP Investment Advisors, Inc.
145$16.2K0.0%CoreVery LowDenver, CO2026-10-15
Wealth Analytics Partners, LLC
140$15.7K0.0%ETFVery LowSan Diego, CA2026-10-19
Hanson & Doremus Investment Management
135$150.0%CoreVery LowBurlington, VT2026-10-16
Key FInancial Inc
124$13.9K0.0%ETFLowWest Chester, PA2026-11-02
Reap Financial Group, LLC
68$7.6K0.0%ETFLowAustin, TX2026-11-02
Canton Hathaway, LLC
43$4.8K0.0%ValueLowProvidence, RI2026-10-23
Creative Financial Designs Inc
34$3.8K0.0%ETFMediumKokomo, IN2026-11-04
Catherine Avery Investment Management LLC
32$3.6K0.0%CoreMediumLongboat Key, FL2026-10-14
Signaturefd, LLC
26$2.9K0.0%IndexLowAtlanta, GA2026-10-23
Asset Dedication, LLC
14$1.6K0.0%ETFLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
4$4480.0%ETFMediumEncinitas, CA2026-10-21
Glass Jacobson Investment Advisors llc
1$1150.0%ETFLowOwings Mills, MD2026-10-26