WisdomTree U.S. High Dividend Fund

DHS • ARCA

WisdomTree U.S. High Dividend Fund is an exchange-traded fund on ARCA. As of Q3 2025, 229 institutional investors hold shares in this ETF, with total holdings valued at $652.2M. CWM, LLC is the largest holder with a position valued at $86.6M.

Overview

Overview of institutional ownership in DHS as of Q3 2025

All Institutions

Institutions: 229
Value Held: $652.2M
Shares Held: 6.5M
Avg Position: $2.8M
Median Position: $391.3K

Hedge Funds

Hedge Funds: 1
Value Held: $533.3K
Shares Held: 5.3K
Avg Position: $533.3K
Median Position: $533.3K

Biggest Investors

Institutions with the largest positions in DHS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
CWM, LLC RIA/Wealth	George Burton White CEO	$86.6M 0.27% of portfolio	859.1K shares	Q4 2021 Held for 3y 11m	$31.5B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$53.9M 0.01% of portfolio	535.1K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$42.5M 0.00% of portfolio	422.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
L LPL Financial LLC Institution	-	$41.8M 0.01% of portfolio	414.8K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$39.0M 0.05% of portfolio	387.2K shares	Q4 2020 Held for 4y 11m	$85.4B
Linscomb & Williams, Inc. RIA/Wealth	Phillip Paul Hamman CEO	$34.0M 1.47% of portfolio	337.7K shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$31.0M 0.00% of portfolio	307.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	Christopher George Plummer CCO	$19.4M 7.13% of portfolio	192.4K shares	Q2 2023 Held for 2y 5m	$271.8M
C Colony Group, LLC Institution	-	$17.6M 0.03% of portfolio	175.5K shares	Q4 2023 Held for 1y 11m	$61.0B
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	$16.0M 7.34% of portfolio	159.2K shares	Q4 2022 Held for 2y 11m	$218.4M

Net Capital Flow

Institutional buying and selling activity for DHS in Q3 2025

Traded: +$10.8M
Buyers: 97
Sellers: 82
Total Bought: +$30.1M
Total Sold: −$19.4M
Avg Position: $2.7M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$3.3M +32.4K shares	$53.9M 535.1K shares
G GTS SECURITIES LLC Institution	+$2.6M +25.4K shares	$3.1M 30.3K shares
Global Retirement Partners, LLC RIA/Wealth	+$1.8M +18.3K shares	$4.8M 47.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$1.7M +16.7K shares	$42.5M 422.0K shares
CWM, LLC RIA/Wealth	+$1.5M +14.9K shares	$86.6M 859.1K shares
UBS Group AG Institution	+$1.3M +12.6K shares	$9.5M 94.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.2M +12.4K shares	$11.7M 115.9K shares
GOLDMAN SACHS GROUP INC Institution	+$1.2M +12.3K shares	$4.4M 43.4K shares
Cetera Investment Advisers RIA/Wealth	+$1.2M +11.7K shares	$39.0M 387.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$949.2K +9.4K shares	$2.5M 25.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Colony Group, LLC Institution	−$4.1M −40.6K shares	$17.6M 175.5K shares
1 NORTH WEALTH SERVICES LLC RIA/Wealth	−$3.3M −32.6K shares	$6.3M 62.8K shares
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	−$1.5M −14.6K shares	$19.4M 192.4K shares
B Botty Investors LLC Family Office	−$1.2M −11.4K shares	$1.0M 10.4K shares
SAXON INTERESTS, INC. RIA/Wealth	−$1.1M −10.9K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$848.0K −8.4K shares	$41.8M 414.8K shares
Linscomb & Williams, Inc. RIA/Wealth	−$761.7K −7.6K shares	$34.0M 337.7K shares
J JANE STREET GROUP, LLC Institution	−$461.2K −4.8K shares	Sold Off 0 shares
Monument Group Wealth Advisors, LLC RIA/Wealth	−$395.3K −4.1K shares	Sold Off 0 shares
Bank of New York Mellon Corp Institution	−$314.1K −3.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DHS in Q3 2025

New Positions: 13
New Value: $2.4M
Exited Positions: 14
Exited Value: $3.0M

New Positions

Institution	Position Value
Maridea Wealth Management LLC RIA/Wealth	$682.3K 6.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$533.3K 5.3K shares
O Optiver Holding B.V. Institution	$256.8K 2.5K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$254.0K 2.5K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$206.1K 2.0K shares
DELTA CAPITAL MANAGEMENT LLC Long Only Manager	$201.5K 2.0K shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$91.9K 912.0 shares
Triumph Capital Management RIA/Wealth	$70.5K 700.0 shares
Westfuller Advisors, LLC RIA/Wealth	$61.2K 608.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$29.7K 295.0 shares

Exited Positions

Institution	Previous Position
SAXON INTERESTS, INC. RIA/Wealth	$1.1M 10.9K shares
J JANE STREET GROUP, LLC Institution	$461.2K 4.8K shares
Monument Group Wealth Advisors, LLC RIA/Wealth	$395.3K 4.1K shares
Bank of New York Mellon Corp Institution	$314.1K 3.3K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$310.9K 3.2K shares
RFG Advisory Group, LLC RIA/Wealth	$219.5K 2.3K shares
NorthRock Partners, LLC RIA/Wealth	$51.7K 539.0 shares
Frazier Financial Advisors, LLC RIA/Wealth	$45.3K 472.0 shares
Opal Wealth Advisors, LLC RIA/Wealth	$43.7K 456.0 shares
B Beacon Capital Management, LLC RIA/Wealth	$23.6K 246.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DHS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DHS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Stonebridge Wealth Management, LLC RIA/Wealth	Kelley Jefferson Douglas Managing Partner	8.31% $9.7M	96.1K shares	Q2 2025 Held for 5 months	$116.6M
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	7.34% $16.0M	159.2K shares	Q4 2022 Held for 2y 11m	$218.4M
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	Christopher George Plummer CCO	7.13% $19.4M	192.4K shares	Q2 2023 Held for 2y 5m	$271.8M
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	2.80% $4.3M	43.0K shares	Q1 2023 Held for 2y 8m	$154.8M
1 NORTH WEALTH SERVICES LLC RIA/Wealth	James Edward Brennan CCO	2.59% $6.3M	62.8K shares	Q2 2025 Held for 5 months	$244.1M
Linscomb & Williams, Inc. RIA/Wealth	Phillip Paul Hamman CEO	1.47% $34.0M	337.7K shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
Virtus Family Office LLC Family Office	Norma Angelica Peralta Morales CCO	1.42% $1.5M	15.0K shares	Q4 2022 Held for 2y 11m	$106.4M
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth	Grant Jonathan Williams Founder	1.37% $6.0M	60.0K shares	Q4 2023 Held for 1y 11m	$439.8M
Barnes Wealth Management Group, Inc RIA/Wealth	Scott Richard Brown Managing Partner	0.94% $1.7M	16.6K shares	Q4 2024 Held for 11 months	$179.0M
Axis Wealth Partners, LLC RIA/Wealth	Daniel Da Ponte Managing Partner	0.79% $1.4M	13.6K shares	Q4 2024 Held for 11 months	$170.9M

Hedge Fund Spotlight

Discover hedge funds investing in DHS

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree U.S. High Dividend Fund

Market Value: $533.3K
Shares Held: 5.3K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%