ETF Holders

Who owns DHS?

US large cap

WisdomTree U.S. High Dividend Fund · WisdomTree

251 institutions reported holding DHS, worth $693.1M, in Form 13F filings for June 30, 2026.

13F holders
251
Institutional value
$693.1M
Change from prior quarter
+11.4%
+$70.7M, with price moves
New and sold-out firms
23 / 14
90 added, 57 trimmed

Top 10 institutional holders of DHS

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$57.0M501,674+9,875 shares
Bank of America Corp.Charlotte, NC$53.9M474,272+16,824 shares
Wells Fargo & CompanySan Francisco, CA$52.6M462,536−50,900 shares
Cetera Investment AdvisersSchaumburg, IL$48.3M424,978+12,527 shares
LPL Financial LLCFort Mill, SC$45.1M396,419−6,135 shares
Linscomb Wealth, Inc.Houston, TX$32.9M289,052−8,750 shares
Kestra Advisory Services, LLCAustin, TX$26.7M235,268+10,133 shares
MB, Levis & Associates, LLCCenter Valley, PA$18.0M158,666+421 shares
Focus Partners WealthSt Louis, MO$16.4M144,531−3,487 shares
Envestnet Asset Management Inc.Berwyn, PA$14.0M123,250+5,989 shares
241 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: DHS vs OAKM, DHS vs IYY, DHS vs JDVI, DHS vs BRES.

Frequently asked questions

Who owns DHS?

251 institutional managers reported holding DHS in Form 13F filings for June 30, 2026, worth $693.1M in total. The largest reported position was held by Morgan Stanley, at $57.0M.

Did institutions buy or sell DHS last quarter?

Reported 13F value rose 11.4% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 14 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DHS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.