Who owns WisdomTree U.S. High Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DHS from SEC Form 13F filings across 252 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.
As of the 2026-06-30 reporting period, 252 institutions disclosed 6.1M shares of WisdomTree U.S. High Dividend Fund worth $690.2M — about 47.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
252
13F holders
$690.2M
value, 2026 filers
47.2%
of shares outstanding (6.1M sh)
24
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 501,674 | $57.0M | 0.0% | 3.9% | +2.0% |
| 2 | BANK OF AMERICA CORP /DE/ | 474,272 | $53.9M | 0.0% | 3.7% | +3.7% |
| 3 | WELLS FARGO & COMPANY/MN | 462,536 | $52.6M | 0.0% | 3.6% | -9.9% |
| 4 | Cetera Investment Advisers | 424,978 | $48.3M | 0.0% | 3.3% | +3.0% |
| 5 | LPL Financial LLC | 396,419 | $45.1M | 0.0% | 3.1% | -1.5% |
| 6 | Linscomb Wealth, Inc. | 289,052 | $32.9M | 1.4% | 2.2% | -2.9% |
| 7 | Kestra Advisory Services, LLC | 235,268 | $26.7M | 0.1% | 1.8% | +4.5% |
| 8 | MB, LEVIS & ASSOCIATES, LLC | 158,666 | $18.0M | 6.6% | 1.2% | +0.3% |
| 9 | Focus Partners Wealth | 144,531 | $16.4M | 0.0% | 1.1% | -2.4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 123,250 | $14.0M | 0.0% | 1% | +5.1% |
| 11 | GOLDMAN SACHS GROUP INC | 114,895 | $13.1M | 0.0% | 0.9% | +164.7% |
| 12 | AMERIPRISE FINANCIAL INC | 108,599 | $12.3M | 0.0% | 0.8% | +4.7% |
| 13 | RAYMOND JAMES FINANCIAL INC | 107,831 | $12.3M | 0.0% | 0.8% | -2.0% |
| 14 | OSAIC HOLDINGS, INC. | 97,102 | $11.0M | 0.0% | 0.8% | +16.2% |
| 15 | UBS Group AG | 90,675 | $10.3M | 0.0% | 0.7% | +0.6% |
| 16 | Stonebridge Wealth Management, LLC | 85,714 | $9.7M | 8.7% | 0.7% | +0.2% |
| 17 | NewEdge Advisors, LLC | 80,276 | $9.1M | 0.0% | 0.6% | +2.2% |
| 18 | Evanson Financial, LLCNEW | 76,243 | $8.7M | 0.4% | 0.6% | new |
| 19 | Mariner, LLC | 72,592 | $8.3M | 0.0% | 0.6% | -13.7% |
| 20 | ROYAL BANK OF CANADA | 69,704 | $7.9M | 0.0% | 0.5% | +4.3% |
| 21 | Stratos Wealth Partners, LTD. | 66,622 | $7.6M | 0.1% | 0.5% | +4.0% |
| 22 | 1 NORTH WEALTH SERVICES LLC | 65,441 | $7.4M | 2.4% | 0.5% | +4.2% |
| 23 | JPMORGAN CHASE & CO | 64,790 | $7.4M | 0.0% | 0.5% | +3.6% |
| 24 | Global Retirement Partners, LLCNEW | 64,319 | $7.3M | 0.1% | 0.5% | new |
| 25 | Private Advisor Group, LLC | 62,669 | $7.1M | 0.0% | 0.5% | +29.5% |
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.