DHS — WISDOMTREE US HIGH DIVIDEND
As of Q2 2026, 11 SEC-registered investment managers reported holding DHS (WISDOMTREE US HIGH DIVIDEND) in their latest 13F filings, with a combined reported value of $198.78M across 1.75M shares. That is +7.6% by share count (+123.36K shares) versus the previous quarter, while reported value moved +12.0%. Ownership is concentrated: the five largest holders account for 94.0% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 2 opened new positions, 7 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 501.67K | $57.03M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 474.27K | $53.92M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 462.54K | $52.58M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 114.89K | $13.06M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 90.67K | $10.31M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 64.79K | $7.41M | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 15.26K | $1.74M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 11.35K | $1.29M | 0.00% | Hold |
| AQR Capital Management history | Q2 2026 | 6.21K | $705.37K | 0.00% | Add |
| Citadel Advisors history | Q1 2025 | 5.45K | $540.02K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 3.65K | $415.04K | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 2.78K | $316.50K | 0.00% | New |
| BNY Mellon history | Q2 2025 | 3.27K | $314.10K | 0.00% | Reduce |
| Citigroup Inc history | Q3 2025 | 986 | $99.34K | 0.00% | Hold |
| PNC Financial Services history | Q4 2025 | 1 | $102 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 64.79K sh · $7.41M
- D. E. Shaw & Co 2.78K sh · $316.50K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 236.62K | 241.99K | 379.33K | 549.84K | 484.41K | 606.73K | 675.76K | 569.84K | 421.77K | 292.34K | 259.23K | 247.20K | 242.32K | 266.67K | 305.54K | 302.06K | 307.66K | 319.43K | 491.80K | 501.67K |
| Bank of America Corp | 232.66K | 256.10K | 231.71K | 431.43K | 468.01K | 566.42K | 530.36K | 445.82K | 452.23K | 340.37K | 338.03K | 331.35K | 342.10K | 346.39K | 369.92K | 405.32K | 422.00K | 442.93K | 457.45K | 474.27K |
| Wells Fargo & Co | 142.55K | 137.46K | 196.48K | 268.09K | 338.23K | 421.60K | 369.75K | 317.39K | 444.63K | 399.25K | 401.37K | 435.65K | 427.01K | 489.71K | 508.93K | 502.73K | 535.08K | 529.42K | 513.44K | 462.54K |
| Goldman Sachs Group | — | — | — | 21.04K | — | 28.46K | 8.86K | 44.19K | 41.45K | 45.17K | 84.45K | 69.04K | 41.56K | 10.74K | 4.42K | 31.12K | 43.41K | 43.41K | 43.41K | 114.89K |
| UBS Group AG | 117.55K | 118.00K | 124.13K | 151.10K | 119.14K | 121.77K | 115.52K | 109.98K | 104.38K | 95.87K | 96.72K | 93.94K | 90.50K | 76.28K | 67.22K | 81.61K | 94.25K | 90.01K | 90.12K | 90.67K |
| JPMorgan Chase & Co | 4.72K | 4.72K | 4.75K | 4.07K | 4.03K | 7.39K | 29.50K | 39.06K | 38.42K | 44.12K | 50.62K | 38.12K | 39.45K | 51.62K | 57.79K | 44.31K | 49.94K | 52.87K | — | 64.79K |
| Fidelity Management & Research (FMR) | 2.49K | 2.62K | 2.50K | 3.08K | 2.65K | 2.60K | 2.98K | 5.40K | 2.76K | 2.69K | 2.83K | 3.19K | 3.96K | 5.04K | 5.02K | 6.15K | 6.60K | 7.41K | 7.51K | 15.26K |
| Northern Trust Corp | 10.17K | 10.17K | 10.17K | 10.17K | 10.17K | 10.17K | 13.33K | 12.17K | 12.17K | 12.17K | 12.17K | 12.17K | 13.35K | 14.81K | 13.54K | 13.54K | 11.35K | 11.35K | 11.35K | 11.35K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.29K | 3.01K | 6.14K | 6.21K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 136 | 136 | 136 | 137 | 2.52K | 3.52K | 3.65K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 6.79K | 4.37K | — | — | — | — | — | — | — | — | 2.78K |
| Citigroup Inc | — | — | — | 955 | 951 | 951 | 912 | 912 | 1.04K | 1.05K | 1.05K | 1.05K | 1.05K | 986 | 986 | 986 | 986 | — | — | — |
| PNC Financial Services | — | — | 523 | 548 | 523 | 523 | 523 | 523 | 523 | 523 | 523 | 309 | 309 | 309 | 309 | 309 | 13 | 1 | — | — |
| Citadel Advisors | — | 7.28K | 2.80K | 12.25K | 20.67K | — | 22.98K | 13.11K | 35.06K | 35.57K | 18.16K | 46.75K | 11.56K | 11.08K | 5.45K | — | — | — | — | — |
| BNY Mellon | — | 10.55K | 4.52K | — | 4.86K | 9.62K | 2.79K | 6.80K | 6.90K | 23.22K | 7.98K | 4.99K | 8.78K | 3.60K | 10.99K | 3.27K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details