Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US HIGH DIVIDEND
-
Total 13F shares
-
607,717
-
Share change
-
-12,242
-
Total reported value
-
$61,888,895
-
Price per share
-
$101.82
-
Number of holders
-
48
-
Value change
-
-$1,232,565
-
Number of buys
-
13
-
Number of sells
-
18
Institutional Holders of WISDOMTREE TR - US HIGH DIVIDEND (DHS) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - US HIGH DIVIDEND (DHS) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
607,717 shares.
The largest 10 holders included
MB, LEVIS & ASSOCIATES, LLC, Stonebridge Wealth Management, LLC, Evanson Asset Management, LLC, PRECEDENT WEALTH PARTNERS, LLC, FFG RETIREMENT ADVISORS LLC, LVM CAPITAL MANAGEMENT LTD/MI, Dynamic Advisor Solutions LLC, UHLMANN PRICE SECURITIES, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and Melone Private Wealth, LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.