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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Top investors of WisdomTree Equity Income Fund stock
Who bought or sold WisdomTree Equity Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 911k | $86M | -5% | Sep 2024 |
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| Wells Fargo & Company | 427k | $40M | -2% | Sep 2024 |
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| LPL Financial | 393k | $37M | -9% | Sep 2024 |
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| Cetera Investment Advisers | 361k | $31M | -1% | Jun 2024 |
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| Linscomb & Williams | 357k | $34M | -1% | Sep 2024 |
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| Bank of America Corporation | 342k | $32M | 3% | Sep 2024 |
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| Morgan Stanley | 247k | $25M | -5% | Jun 2024 |
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| Invenio Wealth Partners | 212k | $18M | 7% | Jun 2024 |
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| Colony | 160k | $15M | 6% | Sep 2024 |
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| Envestnet Asset Management | 115k | $11M | 15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 115k | $11M | -3% | Sep 2024 |
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| Evanson Asset Management | 85k | $8.0M | 0% | Sep 2024 |
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| Advisor Group Holdings | 82k | $7.7M | -2% | Sep 2024 |
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| Goldman Sachs Group | 69k | $5.8M | -18% | Jun 2024 |
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| Mariner Wealth Advisors | 68k | $6.4M | -1% | Sep 2024 |
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| Precedent Wealth Partners | 59k | $5.5M | -5% | Sep 2024 |
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| Raymond James & Associates | 58k | $5.5M | -1% | Sep 2024 |
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| Royal Bank of Canada | 50k | $4.7M | 5% | Sep 2024 |
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| Good Life Advisors | 49k | $4.6M | 2% | Sep 2024 |
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| Private Advisor | 47k | $4.4M | -3% | Sep 2024 |
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| Lvm Capital Management | 46k | $3.9M | 0% | Sep 2024 |
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| Oakmont Partners | 42k | $3.9M | -23% | Sep 2024 |
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| Great Valley Advisor Group | 42k | $3.9M | 143% | Sep 2024 |
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| Jpmorgan Chase & Co | 39k | $3.7M | 3% | Sep 2024 |
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| Captrust Financial Advisors | 38k | $3.5M | 1% | Sep 2024 |
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| Ffg Retirement Advisors | 38k | $3.5M | 7% | Sep 2024 |
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| Mutual Advisors | 35k | $3.3M | -2% | Sep 2024 |
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| PBMares Wealth Management | 34k | $3.2M | -2% | Sep 2024 |
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| Orion Portfolio Solutions | 32k | $3.0M | 18% | Sep 2024 |
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| Cambridge Investment Research Advisors | 29k | $2.7M | 2% | Sep 2024 |
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| Commonwealth Equity Services | 27k | $2.6M | -6% | Sep 2024 |
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| Mml Investors Services | 27k | $2.5M | 31% | Sep 2024 |
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| Honkamp Krueger Financial Services | 26k | $2.2M | -13% | Jun 2024 |
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| Goss Wealth Management | 26k | $2.2M | 100% | Jun 2024 |
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| Commerce Bank N A | 24k | $2.2M | 4% | Sep 2024 |
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| HighTower Advisors | 22k | $1.9M | -3% | Jun 2024 |
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| Janney Montgomery Scott | 22k | $2.1M | 1% | Sep 2024 |
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| Foundations Investment Advisors | 21k | $2.0M | 0% | Sep 2024 |
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| Creative Planning | 21k | $1.9M | 1% | Sep 2024 |
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| Branch Banking & Trust Company | 20k | $1.7M | 7% | Jun 2024 |
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| William Blair $ Company | 20k | $1.9M | 1% | Sep 2024 |
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| BancorpSouth Bank | 19k | $1.8M | -1% | Sep 2024 |
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| Cherry Tree Wealth Management | 18k | $1.7M | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 18k | $1.7M | 2% | Sep 2024 |
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| ShoreHaven Wealth Partners | 17k | $1.6M | -7% | Sep 2024 |
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| Brian McDonald | 17k | $1.5M | 0% | Sep 2024 |
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| Community Bank | 16k | $1.3M | -5% | Jun 2024 |
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| Advisory Services Network | 15k | $1.3M | 0% | Sep 2024 |
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| Global Retirement Partners | 14k | $1.3M | 4% | Sep 2024 |
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| Northern Trust | 13k | $1.3M | 10% | Sep 2024 |
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| Citadel Advisors | 12k | $1.1M | -75% | Sep 2024 |
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| Merit Financial Group | 11k | $1.1M | -3% | Sep 2024 |
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| D.A. Davidson & Co. | 11k | $921k | 0% | Jun 2024 |
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| Dynamic Advisors Solutions | 11k | $1.0M | 3% | Sep 2024 |
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| Melone Private Wealth | 11k | $992k | 0% | Sep 2024 |
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| Rockefeller Capital Management | 10k | $878k | -5% | Jun 2024 |
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| Oxinas Partners Wealth Management | 9.7k | $913k | -3% | Sep 2024 |
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| Jane Street | 9.0k | $840k | -72% | Sep 2024 |
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| Bank of New York Mellon | 8.8k | $823k | 76% | Sep 2024 |
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| Kestra Advisory Services | 8.6k | $811k | -17% | Sep 2024 |
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| Capital Advisors | 8.3k | $778k | 0% | Sep 2024 |
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| Tower Research Capital | 8.1k | $686k | -55% | Jun 2024 |
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| J.w. Cole Advisors | 8.0k | $753k | 4% | Sep 2024 |
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| Main Street Financial Solutions | 7.9k | $739k | -9% | Sep 2024 |
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| Cooper Financial Group | 7.5k | $633k | 0% | Jun 2024 |
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| Sanctuary Advisors | 7.4k | $618k | 100% | Jun 2024 |
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| Stifel Financial | 7.2k | $610k | -45% | Jun 2024 |
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| Central Trust & Investment | 7.1k | $662k | 24% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 7.0k | $656k | -11% | Sep 2024 |
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| Nbc Securities | 6.9k | $647k | 41% | Sep 2024 |
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| Bsc Private Wealth Management | 6.4k | $603k | 0% | Sep 2024 |
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| Savant Capital Management | 6.4k | $602k | -15% | Sep 2024 |
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| Bordeaux Wealth Advisors | 6.3k | $589k | 1% | Sep 2024 |
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| Keebeck Wealth Management | 6.2k | $528k | 90% | Jun 2024 |
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| Interactive Financial Advisors | 6.2k | $580k | -6% | Sep 2024 |
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| Elk River Wealth Management | 6.2k | $579k | -6% | Sep 2024 |
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| Mercer Global Advisors | 6.1k | $518k | -4% | Jun 2024 |
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| Passive Capital Management | 6.1k | $569k | 0% | Sep 2024 |
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| Tranquility Partners | 5.9k | $551k | 0% | Sep 2024 |
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| Coldstream Capital Management | 5.9k | $550k | -1% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 5.6k | $528k | 0% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 5.3k | $496k | 0% | Sep 2024 |
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| Nelson Roberts Investment Advisors | 5.3k | $495k | 100% | Sep 2024 |
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| Relyea Zuckerberg Hanson | 5.3k | $494k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 5.2k | $440k | 0% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 5.1k | $477k | -23% | Sep 2024 |
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| United Capital Financial Advisers | 5.1k | $477k | 0% | Sep 2024 |
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| GSG Advisors | 5.0k | $470k | 1% | Sep 2024 |
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| Stratos Wealth Partners | 4.9k | $459k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 4.7k | $440k | -8% | Sep 2024 |
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| National Bank Of Canada /fi/ | 4.6k | $430k | 0% | Sep 2024 |
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| National Asset Management | 4.6k | $386k | -32% | Jun 2024 |
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| Beacon Pointe Advisors | 4.5k | $417k | 0% | Sep 2024 |
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| First Hawaiian Bank | 4.4k | $415k | 0% | Sep 2024 |
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| Maltin Wealth Management | 4.3k | $406k | -17% | Sep 2024 |
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| Monument Group Wealth Advisors | 4.1k | $386k | 0% | Sep 2024 |
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| Flagship Harbor Advisors | 4.0k | $374k | 13% | Sep 2024 |
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| EP Wealth Advisors | 3.9k | $364k | 100% | Sep 2024 |
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| FinTrust Capital Advisors | 3.9k | $362k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 3.7k | $314k | 60% | Jun 2024 |
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| Virtus Family Office | 3.7k | $345k | 0% | Sep 2024 |
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| Fiduciary Trust Company | 3.5k | $296k | 0% | Jun 2024 |
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| Tilson Financial Group | 3.5k | $293k | 0% | Sep 2024 |
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| Capital Advisors Wealth Management | 3.4k | $322k | 1% | Sep 2024 |
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| Atria Investments | 3.4k | $321k | 5% | Sep 2024 |
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| M^T Bank Corporation | 3.4k | $315k | 100% | Sep 2024 |
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| Schnieders Capital Management | 3.3k | $313k | 0% | Sep 2024 |
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| Sequoia Financial Advisors | 3.3k | $313k | 1% | Sep 2024 |
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| Vaughan And Company Securities | 3.2k | $304k | 0% | Sep 2024 |
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| Ferguson Wellman Capital Management | 3.1k | $295k | 0% | Sep 2024 |
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| Edge Financial Advisors | 3.0k | $282k | -1% | Sep 2024 |
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| West Coast Financial | 3.0k | $281k | 0% | Sep 2024 |
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| Susquehanna International | 3.0k | $281k | -78% | Sep 2024 |
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| Carnick & Kubik | 3.0k | $277k | 0% | Sep 2024 |
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| Buckingham Strategic Partners | 2.9k | $273k | 11% | Sep 2024 |
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| Old National Trust Company | 2.9k | $271k | 0% | Sep 2024 |
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| Efficient Advisors | 2.9k | $269k | -3% | Sep 2024 |
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| Apollon Wealth Management | 2.8k | $266k | 0% | Sep 2024 |
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| Pacitti Group | 2.8k | $260k | -12% | Sep 2024 |
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| Western Wealth Management | 2.8k | $259k | 0% | Sep 2024 |
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| Wedmont Private Capital | 2.7k | $252k | 0% | Sep 2024 |
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| KWB Wealth | 2.6k | $223k | -6% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 2.6k | $221k | 5% | Jun 2024 |
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| GPS Wealth Strategies Group | 2.5k | $236k | 0% | Sep 2024 |
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| Webster Bank, N. A. | 2.5k | $235k | -8% | Sep 2024 |
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| Davenport & Co | 2.5k | $235k | 0% | Sep 2024 |
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| Rsm Us Wealth Management | 2.5k | $234k | 0% | Sep 2024 |
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| Revisor Wealth Management | 2.5k | $234k | 0% | Sep 2024 |
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| Us Bancorp | 2.3k | $218k | 0% | Sep 2024 |
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| J. L. Bainbridge & Co | 2.3k | $216k | 100% | Sep 2024 |
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| Cardiff Park Advisors | 2.3k | $194k | 1% | Jun 2024 |
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| Signal Advisors Wealth | 2.2k | $211k | 100% | Sep 2024 |
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| Puplava Financial Services | 2.2k | $211k | 100% | Sep 2024 |
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| Nations Financial Group | 2.2k | $210k | 100% | Sep 2024 |
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| Lindbrook Capital | 2.2k | $207k | 0% | Sep 2024 |
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| Saxon Interests | 2.1k | $201k | 100% | Sep 2024 |
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| Geneos Wealth Management | 1.8k | $155k | 0% | Jun 2024 |
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| Caldwell Sutter Capital | 1.7k | $159k | 4% | Sep 2024 |
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| AdvisorNet Financial | 1.5k | $145k | -33% | Sep 2024 |
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| Jones Financial Companies, L.L | 1.5k | $137k | 100% | Sep 2024 |
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| Fifth Third Bancorp | 1.2k | $116k | 3% | Sep 2024 |
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| Central Pacific Bank - Trust Division | 1.2k | $113k | 0% | Sep 2024 |
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| Proequities | 1.2k | $113M | 0% | Sep 2024 |
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| Western Pacific Wealth Management | 1.2k | $109k | 0% | Sep 2024 |
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| Hartland & Co | 1.2k | $109k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 1.1k | $103k | -13% | Sep 2024 |
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| CoreCap Advisors | 1.1k | $101k | 0% | Sep 2024 |
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| TruNorth Capital Management | 1.1k | $101k | 0% | Sep 2024 |
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| Milestone Group | 1.1k | $90k | 0% | Jun 2024 |
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| Qube Research & Technologies | 368.00 | $31k | -88% | Jun 2024 |
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Who sold out of WisdomTree Equity Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Jun 2024 | 29k | $2.4M |
| IFG Advisory | Jun 2024 | 5.7k | $485k |
| Equitable Holdings | Mar 2024 | 3.5k | $306k |
| Fort Point Capital Partners | Jun 2024 | 2.9k | $243k |
| Buckingham Asset Management | Mar 2024 | 2.4k | $204k |