Who owns WisdomTree Equity Income Fund?
- Ticker: DHS
- CUSIP Number: 97717W208
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Equity Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree Equity Income Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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CWM | 1.0M | $85M | -7% | Dec 2023 |
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LPL Financial | 759k | $59M | 10% | Sep 2023 |
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Morgan Stanley | 422k | $33M | -26% | Sep 2023 |
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Wells Fargo & Company | 399k | $33M | -10% | Dec 2023 |
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Linscomb & Williams | 370k | $30M | -5% | Dec 2023 |
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Bank of America Corporation | 340k | $28M | -25% | Dec 2023 |
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Financial Network Investment Corporation | 266k | $21M | -2% | Sep 2023 |
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Invenio Wealth Partners | 154k | $13M | 17% | Dec 2023 |
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Colony | 139k | $11M | 100% | Dec 2023 |
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Raymond James Financial Services Advisors | 129k | $11M | -24% | Dec 2023 |
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Advisor Group Holdings | 99k | $8.1M | -30% | Dec 2023 |
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Ameriprise Financial | 97k | $7.6M | -27% | Sep 2023 |
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UBS Group | 96k | $7.9M | -8% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 94k | $7.3M | 1476% | Sep 2023 |
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Evanson Asset Management | 88k | $7.2M | -8% | Dec 2023 |
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Multi-Financial Securities | 87k | $6.8M | 12% | Sep 2023 |
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Mariner Wealth Advisors | 83k | $6.8M | -1% | Dec 2023 |
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Precedent Wealth Partners | 71k | $5.8M | 100% | Dec 2023 |
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Envestnet Asset Management | 65k | $5.1M | -21% | Sep 2023 |
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CI Private Wealth | 62k | $5.1M | -8% | Dec 2023 |
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Ledge Wealth Management | 61k | $5.0M | 0% | Dec 2023 |
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Raymond James & Associates | 57k | $4.7M | -3% | Dec 2023 |
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Royal Bank of Canada | 52k | $4.3M | -25% | Dec 2023 |
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Lvm Capital Management | 47k | $3.9M | -5% | Dec 2023 |
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Colony Group | 46k | $3.6M | 35% | Sep 2023 |
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Goldman Sachs Group | 45k | $3.7M | 9% | Dec 2023 |
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Jpmorgan Chase & Co | 44k | $3.6M | 15% | Dec 2023 |
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Captrust Financial Advisors | 41k | $3.4M | -10% | Dec 2023 |
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Good Life Advisors | 41k | $3.3M | 2% | Dec 2023 |
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Mutual Advisors | 37k | $3.1M | 2% | Dec 2023 |
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Commonwealth Equity Services | 37k | $3.0M | -9% | Dec 2023 |
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Citadel Advisors | 36k | $2.9M | 1% | Dec 2023 |
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PBMares Wealth Management | 35k | $2.9M | -5% | Dec 2023 |
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Flow Traders US | 34k | $2.8M | 100% | Dec 2023 |
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Ffg Retirement Advisors | 34k | $2.8M | 1% | Dec 2023 |
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Integrated Wealth Concepts | 33k | $2.5M | 4% | Sep 2023 |
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Honkamp Krueger Financial Services | 32k | $2.6M | -11% | Dec 2023 |
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Susquehanna International | 32k | $2.5M | -24% | Sep 2023 |
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Cambridge Investment Research Advisors | 31k | $2.6M | -4% | Dec 2023 |
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Private Advisor | 31k | $2.6M | -21% | Dec 2023 |
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Orion Portfolio Solutions | 27k | $2.3M | 9% | Dec 2023 |
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Bank of New York Mellon | 23k | $1.9M | 236% | Dec 2023 |
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Janney Montgomery Scott | 23k | $1.9M | -7% | Dec 2023 |
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BancorpSouth Bank | 22k | $1.8M | 0% | Sep 2023 |
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Cherry Tree Wealth Management | 21k | $1.7M | -6% | Dec 2023 |
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HighTower Advisors | 21k | $1.7M | -8% | Dec 2023 |
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Foundations Investment Advisors | 21k | $1.7M | 0% | Dec 2023 |
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Stifel Financial | 20k | $1.7M | 4% | Dec 2023 |
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Creative Planning | 20k | $1.7M | 38% | Dec 2023 |
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Branch Banking & Trust Company | 20k | $1.6M | -18% | Dec 2023 |
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Brian McDonald | 19k | $1.5M | 100% | Sep 2023 |
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ShoreHaven Wealth Partners | 19k | $1.6M | 4% | Dec 2023 |
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Interactive Financial Advisors | 19k | $414k | 234% | Dec 2023 |
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Mml Investors Services | 18k | $1.4M | -3% | Sep 2023 |
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Community Bank | 17k | $1.4M | -27% | Dec 2023 |
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Fort Point Capital Partners | 16k | $1.3M | 100% | Dec 2023 |
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Commerce Bank N A | 15k | $1.2M | -15% | Dec 2023 |
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Tower Research Capital | 15k | $1.1M | -24% | Sep 2023 |
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Advisory Services Network | 13k | $1.0M | 20% | Dec 2023 |
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National Bank Of Canada /fi/ | 12k | $1.0M | 0% | Dec 2023 |
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Global Retirement Partners | 12k | $995k | -23% | Dec 2023 |
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Northern Trust | 12k | $950k | 0% | Sep 2023 |
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William Blair $ Company | 12k | $955k | -8% | Dec 2023 |
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Kestra Advisory Services | 12k | $955k | -89% | Dec 2023 |
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Rockefeller Capital Management | 12k | $954k | -3% | Dec 2023 |
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Strategic Financial | 11k | $939k | -2% | Dec 2023 |
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Main Street Financial Solutions | 11k | $919k | 9% | Dec 2023 |
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Melone Private Wealth | 11k | $916k | -2% | Dec 2023 |
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Dynamic Advisors Solutions | 11k | $899k | -32% | Dec 2023 |
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Jane Street | 11k | $882k | -36% | Dec 2023 |
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D.A. Davidson & Co. | 11k | $870k | 1% | Dec 2023 |
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Oxinas Partners Wealth Management | 10k | $857k | -10% | Dec 2023 |
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New Legacy Group | 10k | $781k | 0% | Sep 2023 |
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JT Stratford | 9.7k | $796k | -17% | Dec 2023 |
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Baird Financial | 8.8k | $721k | -19% | Dec 2023 |
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Capital Advisors | 8.3k | $682k | 0% | Dec 2023 |
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Equitable Holdings | 8.2k | $637k | -31% | Sep 2023 |
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RFG Advisory | 8.0k | $660k | 1% | Dec 2023 |
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Envestnet Portfolio Solutions | 7.8k | $643k | 100% | Dec 2023 |
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J.w. Cole Advisors | 7.7k | $634k | 0% | Dec 2023 |
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Cooper Financial Group | 7.7k | $633k | 0% | Dec 2023 |
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Bsc Private Wealth Management | 7.4k | $612k | -11% | Dec 2023 |
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Cetera Investment Advisers | 7.4k | $581k | -10% | Sep 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 7.2k | $591k | -48% | Dec 2023 |
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D. E. Shaw & Co | 6.8k | $558k | 100% | Dec 2023 |
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Elk River Wealth Management | 6.8k | $556k | -1% | Dec 2023 |
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Mercer Global Advisors | 6.5k | $536k | 0% | Dec 2023 |
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IFG Advisory | 6.5k | $534k | -3% | Dec 2023 |
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Great Valley Advisor Group | 6.1k | $502k | 100% | Dec 2023 |
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Executive Wealth Group | 6.1k | $502k | 1% | Dec 2023 |
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Coldstream Capital Management | 5.9k | $486k | 0% | Dec 2023 |
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Tranquility Partners | 5.9k | $483k | 0% | Dec 2023 |
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National Asset Management | 5.7k | $470k | -15% | Dec 2023 |
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U.S. Capital Wealth Advisors | 5.6k | $462k | 0% | Dec 2023 |
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Claro Advisors | 5.5k | $456k | 3% | Dec 2023 |
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First Republic Investment Management | 5.4k | $418k | -28% | Sep 2023 |
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United Capital Financial Advisers | 5.3k | $435k | -41% | Dec 2023 |
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Relyea Zuckerberg Hanson | 5.3k | $432k | 0% | Dec 2023 |
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Steward Partners Investment Advisory | 5.2k | $428k | 0% | Dec 2023 |
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Maltin Wealth Management | 5.2k | $428k | 1% | Dec 2023 |
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GSG Advisors | 4.9k | $403k | 1% | Dec 2023 |
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KWB Wealth | 4.9k | $399k | -13% | Dec 2023 |
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Beacon Pointe Advisors | 4.5k | $373k | 1% | Dec 2023 |
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First Hawaiian Bank | 4.4k | $364k | 0% | Dec 2023 |
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Savant Capital Management | 4.2k | $349k | 0% | Dec 2023 |
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FinTrust Capital Advisors | 4.2k | $328k | 47% | Sep 2023 |
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Monument Group Wealth Advisors | 4.1k | $339k | 100% | Dec 2023 |
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Truadvice | 4.0k | $304k | 100% | Sep 2023 |
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Ferguson Wellman Capital Management | 4.0k | $326k | 0% | Dec 2023 |
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GSA Capital Partners | 4.0k | $326k | -3% | Dec 2023 |
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Focus Financial Network | 3.8k | $315k | 100% | Dec 2023 |
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Sequoia Financial Advisors | 3.6k | $292k | -1% | Dec 2023 |
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Fiduciary Trust Company | 3.5k | $287k | 0% | Dec 2023 |
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Tilson Financial Group | 3.5k | $285k | -20% | Dec 2023 |
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Flagship Harbor Advisors | 3.4k | $277k | 0% | Dec 2023 |
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Nbc Securities | 3.4k | $275k | 110% | Dec 2023 |
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Capital Advisors Wealth Management | 3.3k | $275k | 11% | Dec 2023 |
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Schnieders Capital Management | 3.3k | $275k | 0% | Dec 2023 |
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Carnick & Kubik | 3.3k | $268k | -18% | Dec 2023 |
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Vaughan And Company Securities | 3.2k | $267k | -7% | Dec 2023 |
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Pacitti Group | 3.2k | $250k | 5% | Sep 2023 |
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Efficient Advisors | 3.2k | $260k | 2% | Dec 2023 |
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Davenport & Co | 3.1k | $255k | -13% | Dec 2023 |
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Burns Wealth Management | 3.1k | $242k | -8% | Sep 2023 |
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West Coast Financial | 3.0k | $247k | 0% | Dec 2023 |
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Avant Capital | 3.0k | $233k | 0% | Sep 2023 |
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Virtus Family Office | 3.0k | $232k | 5% | Sep 2023 |
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Old National Trust Company | 2.9k | $237k | 0% | Dec 2023 |
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Apollon Wealth Management | 2.9k | $235k | 0% | Dec 2023 |
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FMR | 2.8k | $215k | -49% | Sep 2023 |
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Webster Bank, N. A. | 2.7k | $224k | 0% | Dec 2023 |
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Western Wealth Management | 2.7k | $222k | 0% | Dec 2023 |
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Wealth Enhancement Advisory Services | 2.6k | $216k | 100% | Dec 2023 |
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GPS Wealth Strategies Group | 2.5k | $207k | -50% | Dec 2023 |
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Rsm Us Wealth Management | 2.5k | $206k | 100% | Dec 2023 |
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GW & Wade | 2.5k | $204k | 100% | Dec 2023 |
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Atria Wealth Solutions | 2.5k | $203k | -6% | Dec 2023 |
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AdvisorNet Financial | 2.4k | $200k | -79% | Dec 2023 |
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Us Bancorp | 2.3k | $191k | 0% | Dec 2023 |
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Cardiff Park Advisors | 2.3k | $186k | 1% | Dec 2023 |
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Lindbrook Capital | 2.2k | $181k | 0% | Dec 2023 |
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Qube Research & Technologies | 2.0k | $155k | 100% | Sep 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $151k | -58% | Dec 2023 |
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Central Trust & Investment | 1.8k | $151k | 21% | Dec 2023 |
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Geneos Wealth Management | 1.8k | $151k | 0% | Dec 2023 |
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Fifth Third Bancorp | 1.8k | $148k | 0% | Dec 2023 |
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Cullen Frost Bankers | 1.4k | $116k | 100% | Dec 2023 |
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Proequities | 1.2k | $102M | 0% | Dec 2023 |
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IFP Advisors | 1.2k | $96k | -47% | Dec 2023 |
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Western Pacific Wealth Management | 1.2k | $95k | 0% | Dec 2023 |
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Who sold out of WisdomTree Equity Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Win Advisors | Sep 2023 | 56k | $4.3M |
Pacific Wealth Management | Sep 2023 | 49k | $3.8M |
International Assets Investment Management | Sep 2023 | 48k | $2.5M |
DHK Financial Advisors | Sep 2023 | 40k | $3.1M |
Maripau Wealth Management | Sep 2023 | 5.5k | $427k |
Arete Wealth Advisors | Sep 2023 | 3.4k | $268k |
Iams Wealth Management | Sep 2023 | 3.3k | $259k |
Stock Yards Trust Company | Sep 2023 | 3.0k | $234k |
Headinvest | Sep 2023 | 3.0k | $226k |
Sym Financial Corporation | Sep 2023 | 1.7k | $136k |
First Manhattan | Jun 2023 | 1.3k | $103k |
Quadrant Capital | Sep 2023 | 1.3k | $101k |