DHS Institutional Ownership & Shareholders
WISDOMTREE US HIGH DIVIDEND (DHS) is currently held by 247 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $767.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $102.83M, representing an estimated gain of +9.22% 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
$767.31M
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 | $102,825,952 | +$8,680,202 | +9.22% | |
| Morgan Stanley | 0.00% | 501,674 | $57,032,742 | $59,844,691 | +$2,811,949 | +4.93% | |
| Bank Of America Corp | 0.00% | 474,272 | $53,917,407 | $56,575,907 | +$2,658,500 | +4.93% | |
| Wells Fargo & Company/Mn | 0.01% | 462,536 | $52,583,362 | $55,175,919 | +$2,592,557 | +4.93% | |
| Cetera Investment Advisers | 0.04% | 424,978 | $48,313,601 | $50,695,626 | +$2,382,025 | +4.93% | |
| Lpl Financial Llc | 0.01% | 396,419 | $45,066,864 | $47,288,823 | +$2,221,959 | +4.93% | |
| Linscomb Wealth, Inc. | 1.42% | 289,052 | $32,860,870 | $34,481,013 | +$1,620,143 | +4.93% | |
| Kestra Advisory Services, Llc | 0.08% | 252,069 | $28,224,218 | $30,069,311 | +$1,845,093 | +6.54% | |
| Mb, Levis & Associates, Llc | 6.53% | 159,183 | $17,823,734 | $18,988,940 | +$1,165,206 | +6.54% | |
| Focus Partners Wealth | 0.02% | 144,531 | $16,431,031 | $17,241,103 | +$810,072 | +4.93% | |
| Envestnet Asset Management Inc | 0.00% | 123,250 | $14,011,610 | $14,702,493 | +$690,883 | +4.93% | |
| Goldman Sachs Group Inc | 0.00% | 114,895 | $13,061,815 | $13,705,825 | +$644,010 | +4.93% | |
| Ameriprise Financial Inc | 0.00% | 108,599 | $12,332,646 | $12,954,775 | +$622,129 | +5.04% | |
| Raymond James Financial Inc | 0.00% | 107,831 | $12,258,771 | $12,863,160 | +$604,389 | +4.93% | |
| Osaic Holdings, Inc. | 0.01% | 97,102 | $11,040,348 | $11,583,298 | +$542,950 | +4.92% | |
| Ubs Group Ag | 0.00% | 90,675 | $10,308,387 | $10,816,621 | +$508,234 | +4.93% | |
| Stonebridge Wealth Management, Llc | 8.57% | 85,976 | $9,626,733 | $10,256,077 | +$629,344 | +6.54% | |
| Newedge Advisors, Llc | 0.03% | 80,276 | $9,126,191 | $9,576,124 | +$449,933 | +4.93% | |
| Evanson Asset Management, Llc | 0.45% | 76,466 | $8,351,661 | $9,121,629 | +$769,968 | +9.22% | |
| Mariner, Llc | 0.01% | 72,592 | $8,252,616 | $8,659,500 | +$406,884 | +4.93% | |
| Royal Bank Of Canada | 0.00% | 69,704 | $7,924,000 | $8,314,990 | +$390,990 | +4.93% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 66,622 | $7,573,911 | $7,947,338 | +$373,427 | +4.93% | |
| 1 North Wealth Services Llc | 2.43% | 65,441 | $7,439,647 | $7,806,457 | +$366,810 | +4.93% | |
| Jpmorgan Chase & Co | 0.00% | 64,790 | $7,412,635 | $7,728,799 | +$316,164 | +4.27% | |
| Private Advisor Group, Llc | 0.03% | 62,669 | $7,124,507 | $7,475,785 | +$351,278 | +4.93% | |
| Precedent Wealth Partners, Llc | 0.99% | 57,364 | $6,423,028 | $6,842,952 | +$419,924 | +6.54% | |
| Wealthspire Retirement, Llc | 0.35% | 56,008 | $6,367,225 | $6,681,194 | +$313,969 | +4.93% | |
| Ffg Retirement Advisors Llc | 2.68% | 44,944 | $5,032,374 | $5,361,370 | +$328,996 | +6.54% | |
| Truist Financial Corp | 0.01% | 41,638 | $4,662,173 | $4,966,997 | +$304,824 | +6.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 40,794 | $4,567,704 | $4,866,316 | +$298,612 | +6.54% | |
| D.A. Davidson & Co. | 0.02% | 39,895 | $4,467,117 | $4,759,075 | +$291,958 | +6.54% | |
| Jones Financial Companies Lllp | 0.00% | 38,924 | $4,455,255 | $4,643,244 | +$187,989 | +4.22% | |
| Captrust Financial Advisors | 0.01% | 39,103 | $4,445,388 | $4,664,597 | +$219,209 | +4.93% | |
| Catalyst Investment Management Llc | 3.68% | 37,077 | $4,151,564 | $4,422,915 | +$271,351 | +6.54% | |
| Creative Planning | 0.00% | 34,602 | $3,874,386 | $4,127,673 | +$253,287 | +6.54% | |
| Mutual Advisors, Llc | 0.07% | 34,000 | $3,865,287 | $4,055,860 | +$190,573 | +4.93% | |
| Jt Stratford Llc | 0.41% | 33,223 | $3,777,005 | $3,963,172 | +$186,167 | +4.93% | |
| Avidian Wealth Enterprises, Llc | 0.10% | 30,414 | $3,405,443 | $3,628,086 | +$222,643 | +6.54% | |
| Lvm Capital Management Ltd/Mi | 0.27% | 28,497 | $3,190,774 | $3,399,407 | +$208,633 | +6.54% | |
| Apella Capital, Llc | 0.04% | 25,972 | $2,918,721 | $3,098,200 | +$179,479 | +6.15% | |
| Invenio Wealth Partners Llc | 1.04% | 25,862 | $2,895,768 | $3,085,078 | +$189,310 | +6.54% | |
| Blair William & Co/Il | 0.01% | 21,895 | $2,489,129 | $2,611,855 | +$122,726 | +4.93% | |
| Central Trust Co | 0.04% | 21,299 | $2,421,373 | $2,540,758 | +$119,385 | +4.93% | |
| Commerce Bank | 0.01% | 20,950 | $2,381,696 | $2,499,126 | +$117,430 | +4.93% | |
| Janney Montgomery Scott Llc | 0.00% | 20,749 | $2,359,000 | $2,475,148 | +$116,148 | +4.92% | |
| Orion Porfolio Solutions, Llc | 0.02% | 20,519 | $2,332,752 | $2,447,712 | +$114,960 | +4.93% | |
| Avantax Planning Partners, Inc. | 0.06% | 20,285 | $2,306,041 | $2,419,798 | +$113,757 | +4.93% | |
| Fortune Financial Group, Inc. | 2.04% | 20,450 | $2,289,786 | $2,439,481 | +$149,695 | +6.54% | |
| Dynamic Advisor Solutions Llc | 0.06% | 20,240 | $2,266,301 | $2,414,430 | +$148,129 | +6.54% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 17,220 | $1,957,661 | $2,054,174 | +$96,513 | +4.93% |
Frequently asked questions about DHS
Who are the largest institutional holders of DHS?
The largest institutional holders of DHS reported in the latest SEC Form 13F filings include Cwm, Llc, Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported DHS position.
What is DHS institutional ownership?
This page tracks DHS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US HIGH DIVIDEND (DHS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DHS?
InsiderSet currently tracks 247 institutional managers reporting DHS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DHS shareholders.
How much DHS stock do institutions own?
Institutional investment managers disclosed approximately $767.31M in DHS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DHS institutional ownership last updated?
The latest DHS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DHS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DHS position after the reporting date.
Are institutions buying or selling DHS?
Institutional buying and selling can be analyzed by comparing DHS positions across consecutive 13F reporting periods. InsiderSet's DHS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DHS ownership changes.
How has DHS institutional ownership changed over time?
InsiderSet tracks DHS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.