WISDOMTREE US HIGH DIVIDEND (DHS) Institutional Shareholders
WISDOMTREE US HIGH DIVIDEND (DHS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $763.49M in DHS holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of DHS tracked by InsiderSet, reporting ownership valued at approximately $94.15M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $99.91M, representing an estimated gain of +6.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed DHS value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in WISDOMTREE US HIGH DIVIDEND (DHS).
This page ranks the largest institutional DHS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
247
Total Reported Value
$763.49M
Largest Holder
Cwm, Llc
Largest Position
$94.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.25% | 861,983 | $94,145,750 | $99,912,450 | +$5,766,700 | +6.13% | |
| Morgan Stanley | 0.00% | 501,674 | $57,032,742 | $58,149,033 | +$1,116,291 | +1.96% | |
| Bank Of America Corp | 0.00% | 474,272 | $53,917,407 | $54,972,868 | +$1,055,461 | +1.96% | |
| Wells Fargo & Company/Mn | 0.01% | 462,536 | $52,583,362 | $53,612,548 | +$1,029,186 | +1.96% | |
| Cetera Investment Advisers | 0.04% | 424,978 | $48,313,601 | $49,259,200 | +$945,599 | +1.96% | |
| Lpl Financial Llc | 0.01% | 396,419 | $45,066,864 | $45,948,926 | +$882,062 | +1.96% | |
| Linscomb Wealth, Inc. | 1.42% | 289,052 | $32,860,870 | $33,504,017 | +$643,147 | +1.96% | |
| Kestra Advisory Services, Llc | 0.09% | 235,268 | $26,746,416 | $27,269,914 | +$523,498 | +1.96% | |
| Mb, Levis & Associates, Llc | 6.65% | 158,666 | $18,037,905 | $18,390,976 | +$353,071 | +1.96% | |
| Focus Partners Wealth | 0.02% | 144,531 | $16,431,031 | $16,752,588 | +$321,557 | +1.96% | |
| Envestnet Asset Management Inc | 0.00% | 123,250 | $14,011,610 | $14,285,908 | +$274,298 | +1.96% | |
| Goldman Sachs Group Inc | 0.00% | 114,895 | $13,061,815 | $13,317,479 | +$255,664 | +1.96% | |
| Ameriprise Financial Inc | 0.00% | 108,599 | $12,332,646 | $12,587,710 | +$255,064 | +2.07% | |
| Raymond James Financial Inc | 0.00% | 107,831 | $12,258,771 | $12,498,691 | +$239,920 | +1.96% | |
| Osaic Holdings, Inc. | 0.01% | 97,102 | $11,040,348 | $11,255,093 | +$214,745 | +1.95% | |
| Ubs Group Ag | 0.00% | 90,675 | $10,308,387 | $10,510,139 | +$201,752 | +1.96% | |
| Stonebridge Wealth Management, Llc | 8.72% | 85,714 | $9,744,379 | $9,935,110 | +$190,731 | +1.96% | |
| Newedge Advisors, Llc | 0.03% | 80,276 | $9,126,191 | $9,304,791 | +$178,600 | +1.96% | |
| Evanson Asset Management, Llc | 0.45% | 76,466 | $8,351,661 | $8,863,174 | +$511,513 | +6.12% | |
| Mariner, Llc | 0.01% | 72,592 | $8,252,616 | $8,414,139 | +$161,523 | +1.96% | |
| Royal Bank Of Canada | 0.00% | 69,704 | $7,924,000 | $8,079,391 | +$155,391 | +1.96% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 66,622 | $7,573,911 | $7,722,156 | +$148,245 | +1.96% | |
| 1 North Wealth Services Llc | 2.43% | 65,441 | $7,439,647 | $7,585,266 | +$145,619 | +1.96% | |
| Jpmorgan Chase & Co | 0.00% | 64,790 | $7,412,635 | $7,509,809 | +$97,174 | +1.31% | |
| Private Advisor Group, Llc | 0.03% | 62,669 | $7,124,507 | $7,263,964 | +$139,457 | +1.96% | |
| Wealthspire Retirement, Llc | 0.35% | 56,008 | $6,367,225 | $6,491,887 | +$124,662 | +1.96% | |
| Precedent Wealth Partners, Llc | 1.04% | 55,000 | $6,252,645 | $6,375,050 | +$122,405 | +1.96% | |
| Ffg Retirement Advisors Llc | 2.70% | 44,787 | $5,091,591 | $5,191,261 | +$99,670 | +1.96% | |
| Truist Financial Corp | 0.01% | 41,267 | $4,691,386 | $4,783,258 | +$91,872 | +1.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 39,769 | $4,521,140 | $4,609,625 | +$88,485 | +1.96% | |
| Jones Financial Companies Lllp | 0.00% | 38,924 | $4,455,255 | $4,511,681 | +$56,426 | +1.27% | |
| Captrust Financial Advisors | 0.01% | 39,103 | $4,445,388 | $4,532,429 | +$87,041 | +1.96% | |
| Catalyst Investment Management Llc | 3.66% | 35,494 | $4,035,128 | $4,114,110 | +$78,982 | +1.96% | |
| Mutual Advisors, Llc | 0.07% | 34,000 | $3,865,287 | $3,940,940 | +$75,653 | +1.96% | |
| D.A. Davidson & Co. | 0.02% | 33,409 | $3,798,160 | $3,872,437 | +$74,277 | +1.96% | |
| Jt Stratford Llc | 0.41% | 33,223 | $3,777,005 | $3,850,878 | +$73,873 | +1.96% | |
| Avidian Wealth Enterprises, Llc | 0.10% | 30,416 | $3,457,789 | $3,525,519 | +$67,730 | +1.96% | |
| Lvm Capital Management Ltd/Mi | 0.27% | 28,687 | $3,261,000 | $3,325,110 | +$64,110 | +1.97% | |
| Apella Capital, Llc | 0.04% | 26,102 | $3,018,448 | $3,025,483 | +$7,035 | +0.23% | |
| Invenio Wealth Partners Llc | 1.06% | 25,922 | $2,946,937 | $3,004,619 | +$57,682 | +1.96% | |
| Blair William & Co/Il | 0.01% | 21,895 | $2,489,129 | $2,537,849 | +$48,720 | +1.96% | |
| Central Trust Co | 0.04% | 21,299 | $2,421,373 | $2,468,767 | +$47,394 | +1.96% | |
| Commerce Bank | 0.01% | 20,950 | $2,381,696 | $2,428,315 | +$46,619 | +1.96% | |
| Janney Montgomery Scott Llc | 0.00% | 20,749 | $2,359,000 | $2,405,017 | +$46,017 | +1.95% | |
| Orion Porfolio Solutions, Llc | 0.02% | 20,519 | $2,332,752 | $2,378,357 | +$45,605 | +1.95% | |
| Avantax Planning Partners, Inc. | 0.06% | 20,285 | $2,306,041 | $2,351,234 | +$45,193 | +1.96% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 17,220 | $1,957,661 | $1,995,970 | +$38,309 | +1.96% | |
| Dynamic Advisor Solutions Llc | 0.06% | 17,175 | $1,952,566 | $1,990,754 | +$38,188 | +1.96% | |
| Susquehanna International Group, Llp | 0.00% | 16,446 | $1,869,660 | $1,906,256 | +$36,596 | +1.96% | |
| Virtus Family Office Llc | 1.46% | 16,296 | $1,852,605 | $1,888,869 | +$36,264 | +1.96% |
Frequently asked questions about DHS
Who owns the most DHS stock?
The largest holders of DHS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US HIGH DIVIDEND (DHS).
Is DHS widely held by superinvestors?
Many widely followed stocks like DHS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DHS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.