Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / US HIGH DIVIDEND
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Number of holders
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38
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Total 13F shares, excl. options
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1.45M
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Shares change
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+27.4K
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Total reported value, excl. options
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$146M
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Value change
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+$2.77M
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Number of buys
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13
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Number of sells
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-11
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Price
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$100.75
Significant Holders of WISDOMTREE TR - US HIGH DIVIDEND (DHS) as of Q3 2025
39 filings reported holding DHS - WISDOMTREE TR - US HIGH DIVIDEND as of Q3 2025.
WISDOMTREE TR - US HIGH DIVIDEND (DHS) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.45M shares
.
Largest 10 shareholders include CWM, LLC (859K shares), MB, LEVIS & ASSOCIATES, LLC (159K shares), Stonebridge Wealth Management, LLC (96.1K shares), Evanson Asset Management, LLC (79.9K shares), PRECEDENT WEALTH PARTNERS, LLC (60K shares), FFG RETIREMENT ADVISORS LLC (43K shares), LVM CAPITAL MANAGEMENT LTD/MI (32.3K shares), World Investment Advisors (15.8K shares), Dynamic Advisor Solutions LLC (11.8K shares), and Melone Private Wealth, LLC (10.9K shares).
This table shows the top 38 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.