DHS Institutional Ownership
WisdomTree U.S. High Dividend Fund
1W: -1.2%
1M: -5.2%
3M: -2.1%
YTD: +10.3%
1Y: +11.7%
3Y: +56.4%
5Y: +68.1%
$112.58
+0.55 (+0.49%)
Weekly Expected Move ±1.1%
$110
$111
$113
$114
$115
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DHS
266
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
688M
Total Invested
21
New Positions
89
Increased
75
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (277 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 861,983 | $97M | +2,872 | +0.3% | 18Q | SEC ↗ |
| 2 | MORGAN STANLEY | 501,674 | $56M | +9,875 | +2.0% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 474,272 | $53M | +16,824 | +3.7% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 462,536 | $52M | -50,900 | -9.9% | 71Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 424,978 | $48M | +12,527 | +3.0% | 23Q | SEC ↗ |
| 6 | LPL Financial LLC | 396,419 | $45M | -6,135 | -1.5% | 61Q | SEC ↗ |
| 7 | Linscomb Wealth, Inc. | 289,052 | $33M | -8,750 | -2.9% | 80Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 235,268 | $26M | +10,133 | +4.5% | 24Q | SEC ↗ |
| 9 | MB, LEVIS & ASSOCIATES, LLC | 158,666 | $18M | +421 | +0.3% | 15Q | SEC ↗ |
| 10 | Focus Partners Wealth | 144,531 | $16M | -3,487 | -2.4% | 11Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 123,250 | $14M | +5,989 | +5.1% | 44Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 114,895 | $13M | +71,485 | +164.7% | 15Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 108,599 | $12M | +4,867 | +4.7% | 16Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 107,831 | $12M | -2,189 | -2.0% | 7Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 97,102 | $11M | +13,508 | +16.2% | 26Q | SEC ↗ |
| 16 | UBS Group AG | 90,675 | $10M | +550 | +0.6% | 47Q | SEC ↗ |
| 17 | Stonebridge Wealth Management, LLC | 85,714 | $10M | +197 | +0.2% | 5Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 80,276 | $9M | +1,734 | +2.2% | 9Q | SEC ↗ |
| 19 | Evanson Asset Management, LLC | 76,466 | $9M | -3,192 | -4.0% | 50Q | SEC ↗ |
| 20 | Evanson Financial, LLC NEW | 76,243 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Mariner, LLC | 72,592 | $8M | -11,515 | -13.7% | 35Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 69,704 | $8M | +2,879 | +4.3% | 67Q | SEC ↗ |
| 23 | Stratos Wealth Partners, LTD. | 66,622 | $8M | +2,557 | +4.0% | 8Q | SEC ↗ |
| 24 | 1 NORTH WEALTH SERVICES LLC | 65,441 | $7M | +2,660 | +4.2% | 5Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 64,790 | $7M | +2,273 | +3.6% | 59Q | SEC ↗ |
| 26 | Global Retirement Partners, LLC NEW | 64,319 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 62,669 | $7M | +14,288 | +29.5% | 18Q | SEC ↗ |
| 28 | Wealthspire Retirement, LLC | 56,008 | $6M | -1,227 | -2.1% | 17Q | SEC ↗ |
| 29 | PRECEDENT WEALTH PARTNERS, LLC | 55,000 | $6M | +223 | +0.4% | 11Q | SEC ↗ |
| 30 | FFG RETIREMENT ADVISORS LLC | 44,787 | $5M | +458 | +1.0% | 14Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 41,267 | $5M | +21,855 | +112.6% | 27Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 40,422 | $5M | +2,112 | +5.5% | 58Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 39,769 | $4M | +1,940 | +5.1% | 35Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 39,103 | $4M | -293 | -0.7% | 39Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 38,924 | $4M | +1,838 | +5.0% | 9Q | SEC ↗ |
| 36 | Catalyst Investment Management LLC | 35,494 | $4M | +9,252 | +35.3% | 3Q | SEC ↗ |
| 37 | Mutual Advisors, LLC | 34,000 | $4M | -43 | -0.1% | 35Q | SEC ↗ |
| 38 | Creative Planning | 33,438 | $4M | +13,220 | +65.4% | 44Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 33,409 | $4M | +9,877 | +42.0% | 44Q | SEC ↗ |
| 40 | JT Stratford LLC | 33,223 | $4M | +1,294 | +4.1% | 17Q | SEC ↗ |
| 41 | Avidian Wealth Enterprises, LLC | 30,416 | $3M | -993 | -3.2% | 2Q | SEC ↗ |
| 42 | LVM CAPITAL MANAGEMENT LTD/MI | 28,687 | $3M | -385 | -1.3% | 62Q | SEC ↗ |
| 43 | Apella Capital, LLC | 26,102 | $3M | -107 | -0.4% | 7Q | SEC ↗ |
| 44 | INVENIO WEALTH PARTNERS LLC | 25,922 | $3M | -31 | -0.1% | 13Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 24,933 | $3M | +918 | +3.8% | 22Q | SEC ↗ |
| 46 | BLAIR WILLIAM & CO/IL | 21,895 | $2M | +100 | +0.5% | 54Q | SEC ↗ |
| 47 | CENTRAL TRUST Co | 21,299 | $2M | +600 | +2.9% | 16Q | SEC ↗ |
| 48 | COMMERCE BANK | 20,950 | $2M | -515 | -2.4% | 64Q | SEC ↗ |
| 49 | Janney Montgomery Scott LLC | 20,749 | $2M | +513 | +2.5% | 52Q | SEC ↗ |
| 50 | Orion Porfolio Solutions, LLC | 20,519 | $2M | -994 | -4.6% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 76,243 | $9M |
| Global Retirement Partners, LLC | 64,319 | $7M |
| Fortune Financial Group, Inc. | 8,908 | $1M |
| SFG Wealth Management, LLC. | 8,226 | $926K |
| &PARTNERS | 6,810 | $767K |
| AlphaCore Capital LLC | 4,742 | $534K |
| IFG Advisory, LLC | 4,302 | $484K |
| D. E. Shaw & Co., Inc. | 2,784 | $313K |
| Retireful, LLC | 2,117 | $238K |
| Fort Point Capital Partners LLC | 2,036 | $229K |
| Vise Technologies, Inc. | 1,988 | $224K |
| Cresset Asset Management, LLC | 1,802 | $203K |
| Arkadios Wealth Advisors | 1,778 | $200K |
| Kentucky Trust Co | 914 | $103K |
| Ameritas Advisory Services, LLC | 707 | $80K |
| PURSUIT WEALTH STRATEGIES, LLC | 503 | $57K |
| Founders Financial Alliance, LLC | 395 | $44K |
| Versant Capital Management, Inc | 379 | $43K |
| Migdal Insurance & Financial Holdin | 270 | $30K |
| COMPASS FINANCIAL MANAGEMENT LLC | 174 | $20K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Value Investment Professionals, LLC | 266,622 | $30M |
| WIN ADVISORS, INC | 75,972 | $9M |
| GTS SECURITIES LLC | 35,842 | $4M |
| ArchPoint Investors | 10,400 | $1M |
| Hershey Financial Advisers, LLC | 10,197 | $1M |
| Fifth Third Securities, Inc. | 7,520 | $847K |
| WELLINGTON-ALTUS USA INC. | 6,300 | $709K |
| Independent Advisor Alliance | 4,941 | $556K |
| M&T Bank Corp | 3,359 | $378K |
| Baird Financial Group, Inc. | 3,241 | $365K |
| First Command Advisory Services, In | 615 | $69K |
| Westfuller Advisors, LLC | 614 | $69K |
| CX Institutional | 500 | $56K |
| Opal Wealth Advisors, LLC | 456 | $51K |
| TOMPKINS FINANCIAL CORP | 395 | $44K |
| MAI Capital Management | 282 | $32K |
| MCGUIRE CAPITAL ADVISORS INC | 35 | $4K |
| Root Financial Partners, LLC | 4 | $0K |
| Tower Research Capital LLC (TRC) | 2 | $0K |
| PNC Financial Services Group, Inc. | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +71,485 | +164.7% | 114,895 |
| TRUIST FINANCIAL CORP | +21,855 | +112.6% | 41,267 |
| BANK OF AMERICA CORP /DE | +16,824 | +3.7% | 474,272 |
| Private Advisor Group, LLC | +14,288 | +29.5% | 62,669 |
| OSAIC HOLDINGS, INC. | +13,508 | +16.2% | 97,102 |
| Creative Planning | +13,220 | +65.4% | 33,438 |
| Cetera Investment Advisers | +12,527 | +3.0% | 424,978 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +12,318 | +298.4% | 16,446 |
| Kestra Advisory Services, LLC | +10,133 | +4.5% | 235,268 |
| D.A. DAVIDSON & CO. | +9,877 | +42.0% | 33,409 |
| MORGAN STANLEY | +9,875 | +2.0% | 501,674 |
| Catalyst Investment Management LLC | +9,252 | +35.3% | 35,494 |
| FMR LLC | +7,753 | +103.2% | 15,263 |
| Savant Capital, LLC | +6,863 | +116.6% | 12,748 |
| ENVESTNET ASSET MANAGEMENT INC | +5,989 | +5.1% | 123,250 |
| Arax Advisory Partners | +5,824 | +580.1% | 6,828 |
| Beacon Pointe Advisors, LLC | +5,573 | +243.8% | 7,859 |
| AMERIPRISE FINANCIAL INC | +4,867 | +4.7% | 108,599 |
| Wealthspire Advisors, LLC | +3,222 | +161.1% | 5,222 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,975 | +47.8% | 9,200 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -50,900 | -9.9% | 462,536 |
| Mariner, LLC | -11,515 | -13.7% | 72,592 |
| Linscomb Wealth, Inc. | -8,750 | -2.9% | 289,052 |
| LPL Financial LLC | -6,135 | -1.5% | 396,419 |
| Focus Partners Wealth | -3,487 | -2.4% | 144,531 |
| Evanson Asset Management, LLC | -3,192 | -4.0% | 76,466 |
| RAYMOND JAMES FINANCIAL INC | -2,189 | -2.0% | 107,831 |
| LANARK FINANCIAL, INC. | -2,032 | -62.1% | 1,238 |
| Horizon Investments, LLC | -1,817 | -50.0% | 1,817 |
| Gateway Wealth Partners, LLC | -1,803 | -47.2% | 2,017 |
| Wealthspire Retirement, LLC | -1,227 | -2.1% | 56,008 |
| OPPENHEIMER & CO INC | -1,195 | -35.4% | 2,182 |
| Orion Porfolio Solutions, LLC | -994 | -4.6% | 20,519 |
| Avidian Wealth Enterprises, LLC | -993 | -3.2% | 30,416 |
| Summit Financial, LLC | -893 | -23.8% | 2,859 |
| Oxinas Partners, LLC | -700 | -8.7% | 7,340 |
| FIFTH THIRD BANCORP | -639 | -8.1% | 7,261 |
| OLD NATIONAL BANCORP /IN | -580 | -20.1% | 2,306 |
| GSG Advisors LLC | -571 | -12.8% | 3,873 |
| STIFEL FINANCIAL CORP | -541 | -4.9% | 10,409 |