WISDOMTREE US HIGH DIVIDEND (DHS) Institutional Ownership Changes & 13F Activity
WISDOMTREE US HIGH DIVIDEND (DHS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wick Capital Partners, Llc, Morgan Stanley, Newedge Advisors, Llc, M&T Bank Corp, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Sell | -34,518 | -91.1% | 3,359 | $366.87K | Q1 2026 | Sep 04, 2026 |
| Wells Fargo & Company/Mn | Sell | -15,987 | -3.0% | 513,436 | $56.08M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +118 | +3.1% | 3,871 | $422.79K | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Buy | +69,903 | +809.2% | 78,542 | $78.54K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +14,519 | +3.3% | 457,448 | $49.96M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -516 | -3.2% | 15,655 | $1.71M | Q1 2026 | May 18, 2026 |
| Wick Capital Partners, Llc | Sell | -1,023,660 | -99.7% | 2,691 | $293.91K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +172,370 | +54.0% | 491,799 | $53.71M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -24,234 | -85.4% | 4,128 | $450.86K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Buy | +13,790 | — | 13,790 | $1.51M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +9,042 | +12.1% | 83,594 | $9.13M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +7,782 | — | 7,782 | $849.90K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +4,146 | — | 4,146 | $452.82K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +3,980 | +132.7% | 6,980 | $762.42K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +3,820 | — | 3,820 | $417.24K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +3,131 | +104.1% | 6,139 | $670.45K | Q1 2026 | May 15, 2026 |
| Jt Stratford Llc | Buy | +2,841 | +9.8% | 31,929 | $3.49M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +2,653 | +4.1% | 66,825 | $7.30M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,286 | — | 2,286 | $249.71K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +2,190 | +6.3% | 37,086 | $3.99M | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Buy | +1,817 | +100.0% | 3,634 | $395.45K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,097 | — | 1,097 | $119.81K | Q1 2026 | May 15, 2026 |
| Efg International Ag | Sell | -960 | -17.7% | 4,449 | $485.92K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -576 | -99.7% | 2 | $218.00 | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -316 | -4.8% | 6,225 | $679.90K | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Sell | -284 | -3.0% | 9,238 | $1.01M | Q1 2026 | May 15, 2026 |
| Midfirst Bank | Sell | -257 | -11.6% | 1,955 | $213.53K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -245 | -0.6% | 39,396 | $4.30M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +241 | +8.3% | 3,141 | $343.13K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +240 | +0.2% | 148,018 | $16.17M | Q1 2026 | May 15, 2026 |
Frequently asked questions about DHS activity
Which institutional owners are buying DHS?
Institutional owners buying DHS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DHS activity?
"Buy" means an investor increased their reported position in DHS compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US HIGH DIVIDEND (DHS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DHS increasing?
Institutional interest in DHS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.