DHS · Insider trading · 13F holders · Congress trades
Wisdomtree U.S. High Dividend Fund (DHS)
Who is buying and selling DHS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
DHS at a glance
- No open-market insider purchases or sales of DHS were filed in the last 90 days.
- 20 13F filers hold DHS among their 50 largest positions, worth $116.6M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (8.6%), Mb, Levis & Associates, LLC (6.5%) and Catalyst Investment Management LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- Members of Congress have disclosed 1 DHS trade since 2022, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Aug 1, 2022.
- DHS last closed at $119.47 on Oct 30, 2026.
DHS insider trading
No open-market insider purchases or sales of DHS were filed in the last 90 days.
Who owns DHS? Hedge funds and superinvestors
20 13F filers hold DHS among their 50 largest positions, worth $116.6M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (8.6%), Mb, Levis & Associates, LLC (6.5%) and Catalyst Investment Management LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Linscomb Wealth, Inc.Wealth manager | 1.4% | $32.9M | 289,052 | -2.9% shares | Q2 2026 |
| Mb, Levis & Associates, LLCWealth manager | 6.5% | $17.8M | 159,183 | +0.3% shares | Q3 2026 |
| Stonebridge Wealth Management, LLCWealth manager | 8.6% | $9.6M | 85,976 | +0.3% shares | Q3 2026 |
| Evanson Asset Management, LLCAsset manager | 0.4% | $8.4M | 76,466 | -4.0% shares | Q1 2026 |
| 1 North Wealth Services LLCWealth manager | 2.4% | $7.4M | 65,441 | +4.2% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 1.0% | $6.4M | 57,364 | +4.3% shares | Q3 2026 |
| Evanson Financial, LLCWealth manager | 0.3% | $6.3M | 56,374 | -26.1% shares | Q3 2026 |
| Ffg Retirement Advisors LLCWealth manager | 2.7% | $5.0M | 44,944 | +0.4% shares | Q3 2026 |
| Catalyst Investment Management LLCWealth manager | 3.7% | $4.2M | 37,077 | +4.5% shares | Q3 2026 |
| Lvm Capital Management Ltd/miAsset manager | 0.3% | $3.2M | 28,497 | -0.7% shares | Q3 2026 |
| Invenio Wealth Partners LLCWealth manager | 1.0% | $2.9M | 25,862 | -0.2% shares | Q3 2026 |
| Fortune Financial Group, Inc.Wealth manager | 2.0% | $2.3M | 20,450 | +129.6% shares | Q3 2026 |
| Virtus Family Office LLCWealth manager | 1.5% | $1.9M | 16,296 | +6.8% shares | Q2 2026 |
| Barnes Wealth Management Group, IncWealth manager | 0.8% | $1.8M | 15,487 | -1.1% shares | Q2 2026 |
| Dickmeyer Boyce Financial Management, Inc.Wealth manager | 0.9% | $1.8M | 15,664 | +4.5% shares | Q3 2026 |
| Pension & Wealth Management Advisors, Inc.Pension fund | 0.3% | $1.5M | 13,676 | -3.0% shares | Q3 2026 |
| Axis Wealth Partners, LLCWealth manager | 0.7% | $1.5M | 13,052 | -2.4% shares | Q2 2026 |
| Melone Private Wealth, LLCWealth manager | 0.5% | $1.2M | 10,526 | +0.2% shares | Q3 2026 |
| Mullooly Asset Management, Inc.Wealth manager | 0.1% | $380K | 3,341 | +0.9% shares | Q2 2026 |
| Richardson Capital Management LLCWealth manager | 0.1% | $285K | 2,543 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 6, Q1 2026: 1). Screen DHS in the grand portfolio →
DHS stock trades by members of Congress
Members of Congress have disclosed 1 DHS trade since 2022, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Aug 1, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 15, 2022 | Tommy TubervilleR-AL · Senate | Buy | $15K–50K | Aug 1, 2022 | +41.1% |
DHS questions and answers
Are insiders buying DHS stock?
No open-market insider purchases or sales of DHS were filed in the last 90 days.
Which hedge funds own DHS?
20 13F filers hold DHS among their 50 largest positions, worth $116.6M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (8.6%), Mb, Levis & Associates, LLC (6.5%) and Catalyst Investment Management LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded DHS?
Members of Congress have disclosed 1 DHS trade since 2022, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Aug 1, 2022.
Who is the largest holder of DHS?
Among 13F filers, Linscomb Wealth, Inc. reports the largest DHS position, $32.9M (289,052 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Stonebridge Wealth Management, LLC's: 8.6% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.