Evid Invest
Who owns DHSWhat DHS owns — n/a

Who owns WisdomTree U.S. High Dividend Fund?

Institutional ownership of DHS from SEC Form 13F filings across 171 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

171

13F holders

$554.6M

value, 2026 filers

38.8%

of shares outstanding (5.0M sh)

16

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DHS's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY501,674$57.0M0.0%3.9%+2.0%
2BANK OF AMERICA CORP /DE/474,272$53.9M0.0%3.7%+3.7%
3WELLS FARGO & COMPANY/MN462,536$52.6M0.0%3.6%-9.9%
4Cetera Investment Advisers424,978$48.3M0.0%3.3%+3.0%
5LPL Financial LLC396,419$45.1M0.0%3.1%-1.5%
6Kestra Advisory Services, LLC235,268$26.7M0.1%1.8%+4.5%
7MB, LEVIS & ASSOCIATES, LLC158,666$18.0M6.6%1.2%+0.3%
8Focus Partners Wealth144,531$16.4M0.0%1.1%-2.4%
9ENVESTNET ASSET MANAGEMENT INC123,250$14.0M0.0%1%+5.1%
10GOLDMAN SACHS GROUP INC114,895$13.1M0.0%0.9%+164.7%
11AMERIPRISE FINANCIAL INC108,599$12.3M0.0%0.8%+4.7%
12RAYMOND JAMES FINANCIAL INC107,831$12.3M0.0%0.8%-2.0%
13OSAIC HOLDINGS, INC.97,102$11.0M0.0%0.8%+16.2%
14UBS Group AG90,675$10.3M0.0%0.7%+0.6%
15Cambridge Investment Research Advisors, Inc.80,844$9,1900.0%0.6%+111.0%
16NewEdge Advisors, LLC80,276$9.1M0.0%0.6%+2.2%
17Mariner, LLC72,592$8.3M0.0%0.6%-13.7%
18ROYAL BANK OF CANADA69,704$7.9M0.0%0.5%+4.3%
19Stratos Wealth Partners, LTD.66,622$7.6M0.1%0.5%+4.0%
20JPMORGAN CHASE & CO64,790$7.4M0.0%0.5%+3.6%
21Global Retirement Partners, LLCNEW64,319$7.3M0.1%0.5%new
22TRUIST FINANCIAL CORP41,267$4.7M0.0%0.3%+112.6%
23COMMONWEALTH EQUITY SERVICES, LLC39,769$4.5M0.0%0.3%+5.1%
24CAPTRUST FINANCIAL ADVISORS39,103$4.4M0.0%0.3%-0.7%
25JONES FINANCIAL COMPANIES LLLP38,924$4.5M0.0%0.3%+5.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.