13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
DHS

WISDOMTREE US HIGH DIVIDEND

264 institutions still hold WISDOMTREE US HIGH DIVIDEND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W208·Exchange Traded Fund·264 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.5%
vs prior quarter
13F value held
$531M
75.0% inst. owned
of float
Holders
264
+119 QoQ
filers reporting
Activity
+67 / −87
+913 added · −879 reduced
this quarter
Concentration
17.72%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

264 institutions reported DHS in Q1 2026. CWM, LLC leads at 17.7% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$94M862K0.25%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M513K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$54M492K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M457K0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$45M412K0.05%Q1 202606
LPL Financial LLC
CIK 0001403438
$44M403K0.01%Q1 202607
Linscomb Wealth, Inc.
CIK 0001313294
$33M298K1.45%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$25M225K0.09%Q1 202609
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$17M158K7.21%Q1 202610
Focus Partners Wealth
CIK 0001542153
$15M148K0.02%Q4 202511
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M117K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M110K0.00%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M104K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$10M90K0.00%Q1 202615
Stonebridge Wealth Management, LLC
CIK 0002082460
$9M86K8.95%Q1 202616
Mariner, LLC
CIK 0001373442
$9M84K0.01%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M84K0.01%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$9M79K0.03%Q1 202619
Evanson Asset Management, LLC
CIK 0001626379
$8M76K0.45%Q1 202620
WIN ADVISORS, INC
CIK 0001897144
$8M76K3.80%Q1 2026
Page 1 of 14
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