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 | 854k | $85M | -3% | Mar 2025 |
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| Wells Fargo & Company | 509k | $51M | 4% | Mar 2025 |
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| LPL Financial | 438k | $43M | 13% | Mar 2025 |
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| Linscomb & Williams | 352k | $35M | -2% | Mar 2025 |
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| Cetera Investment Advisers | 351k | $33M | 0% | Dec 2024 |
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| Bank of America Corporation | 346k | $32M | 1% | Dec 2024 |
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| Morgan Stanley | 267k | $25M | 100% | Dec 2024 |
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| Invenio Wealth Partners | 202k | $20M | -7% | Mar 2025 |
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| Mb, Levis & Associates | 159k | $16M | 0% | Mar 2025 |
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| Colony | 130k | $13M | -22% | Mar 2025 |
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| Win Advisors | 102k | $10M | 100% | Mar 2025 |
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| Raymond James Financial | 94k | $9.3M | -17% | Mar 2025 |
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| Ameriprise Financial | 84k | $8.3M | 7% | Mar 2025 |
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| Advisor Group Holdings | 83k | $8.2M | -7% | Mar 2025 |
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| Envestnet Asset Management | 82k | $8.2M | -33% | Mar 2025 |
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| Evanson Asset Management | 81k | $8.0M | 0% | Mar 2025 |
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| Mariner Wealth Advisors | 74k | $7.3M | 12% | Mar 2025 |
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| UBS Group | 67k | $6.7M | -12% | Mar 2025 |
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| Precedent Wealth Partners | 62k | $6.2M | 5% | Mar 2025 |
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| Jpmorgan Chase & Co | 58k | $5.7M | 12% | Mar 2025 |
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| Royal Bank of Canada | 50k | $4.9M | 2% | Mar 2025 |
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| Good Life Advisors | 49k | $4.9M | -1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 48k | $4.7M | 65% | Mar 2025 |
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| NFP Retirement | 47k | $4.7M | 1% | Mar 2025 |
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| Lvm Capital Management | 40k | $3.9M | -10% | Mar 2025 |
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| Mml Investors Services | 39k | $3.7M | 47% | Dec 2024 |
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| Private Advisor | 39k | $3.9M | -4% | Mar 2025 |
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| Ffg Retirement Advisors | 36k | $3.6M | -3% | Mar 2025 |
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| Captrust Financial Advisors | 36k | $3.6M | -2% | Mar 2025 |
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| Mutual Advisors | 35k | $3.2M | -1% | Mar 2025 |
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| PBMares Wealth Management | 34k | $3.4M | 0% | Mar 2025 |
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| Orion Portfolio Solutions | 33k | $3.1M | 6% | Dec 2024 |
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| Commonwealth Equity Services | 31k | $2.9M | 13% | Dec 2024 |
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| Janney Montgomery Scott | 29k | $2.9M | 32% | Mar 2025 |
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| Commerce Bank N A | 25k | $2.5M | -4% | Mar 2025 |
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| Honkamp Krueger Financial Services | 24k | $2.4M | -1% | Mar 2025 |
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| Botty Investors | 23k | $2.3M | 90% | Mar 2025 |
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| Goss Wealth Management | 22k | $2.1M | 210% | Dec 2024 |
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| HighTower Advisors | 22k | $2.0M | 1% | Dec 2024 |
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| Branch Banking & Trust Company | 21k | $2.1M | 6% | Mar 2025 |
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| Susquehanna International | 20k | $1.9M | 576% | Dec 2024 |
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| William Blair $ Company | 20k | $2.0M | 2% | Mar 2025 |
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| Creative Planning | 20k | $2.0M | -11% | Mar 2025 |
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| CI Private Wealth | 18k | $1.8M | -15% | Mar 2025 |
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| BancorpSouth Bank | 18k | $1.6M | -6% | Dec 2024 |
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| Global Retirement Partners | 18k | $1.6M | 23% | Dec 2024 |
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| ShoreHaven Wealth Partners | 17k | $1.7M | 2% | Mar 2025 |
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| Cherry Tree Wealth Management | 17k | $1.7M | -2% | Mar 2025 |
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| Brian McDonald | 17k | $1.7M | 3% | Mar 2025 |
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| Pensionmark Financial Group | 16k | $1.6M | -2% | Mar 2025 |
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| Advisory Services Network | 15k | $1.4M | -2% | Dec 2024 |
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| Virtus Family Office | 15k | $1.5M | -1% | Mar 2025 |
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| Barnes Wealth Management Group | 15k | $1.5M | 5% | Mar 2025 |
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| Axis Wealth Partners | 15k | $1.3M | -5% | Mar 2025 |
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| Community Bank | 15k | $1.4M | -5% | Mar 2025 |
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| Kestra Advisory Services | 14k | $1.3M | 60% | Dec 2024 |
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| Northern Trust | 14k | $1.3M | -9% | Mar 2025 |
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| Rockefeller Capital Management | 13k | $1.2M | 31% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 13k | $1.2M | 111% | Mar 2025 |
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| Dynamic Advisors Solutions | 12k | $1.2M | 100% | Mar 2025 |
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| Keebeck Wealth Management | 12k | $1.1M | 0% | Dec 2024 |
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| D.A. Davidson & Co. | 12k | $1.2M | 5% | Mar 2025 |
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| AssuredPartners Investment Advisors | 12k | $1.1M | 100% | Mar 2025 |
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| Envestnet Portfolio Solutions | 12k | $1.1M | -40% | Mar 2025 |
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| JT Stratford | 12k | $1.1M | -2% | Dec 2024 |
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| Merit Financial Group | 11k | $1.1M | 0% | Mar 2025 |
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| Bank of New York Mellon | 11k | $1.1M | 205% | Mar 2025 |
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| Saxon Interests | 11k | $1.1M | 100% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 11k | $1.1M | 104% | Mar 2025 |
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| Melone Private Wealth | 11k | $1.0M | 0% | Mar 2025 |
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| Warren Averett Asset Management | 11k | $976k | -1% | Dec 2024 |
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| J.w. Cole Advisors | 9.8k | $976k | 23% | Mar 2025 |
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| SBI Securities | 9.7k | $962k | 1% | Mar 2025 |
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| Oxinas Partners Wealth Management | 8.6k | $849k | -2% | Mar 2025 |
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| Capital Advisors | 8.3k | $822k | 0% | Mar 2025 |
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| Atria Investments | 8.1k | $754k | 136% | Dec 2024 |
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| Tower Research Capital | 8.0k | $749k | -32% | Dec 2024 |
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| Main Street Financial Solutions | 8.0k | $789k | 1% | Mar 2025 |
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| Central Trust & Investment | 7.3k | $719k | 1% | Mar 2025 |
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| Stifel Financial | 7.0k | $657k | -6% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 7.0k | $657k | 1% | Dec 2024 |
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| Waterloo Capital | 6.5k | $640k | 100% | Mar 2025 |
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| Bsc Private Wealth Management | 6.4k | $634k | -1% | Mar 2025 |
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| Sanctuary Advisors | 6.4k | $614k | -10% | Dec 2024 |
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| Fort Point Capital Partners | 6.1k | $569k | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 6.0k | $587k | 50% | Mar 2025 |
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| Interactive Financial Advisors | 5.9k | $590k | -2% | Mar 2025 |
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| Savant Capital Management | 5.9k | $584k | 0% | Mar 2025 |
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| Tranquility Partners | 5.9k | $582k | 0% | Mar 2025 |
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| Coldstream Capital Management | 5.9k | $582k | 0% | Mar 2025 |
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| Nbc Securities | 5.9k | $581k | 97617% | Mar 2025 |
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| Elk River Wealth Management | 5.8k | $577k | 0% | Mar 2025 |
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| Passive Capital Management | 5.8k | $571k | -5% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 5.6k | $558k | 0% | Mar 2025 |
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| Citadel Advisors | 5.4k | $540k | -51% | Mar 2025 |
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| Great Valley Advisor Group | 5.4k | $533k | -90% | Mar 2025 |
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| Relyea Zuckerberg Hanson | 5.3k | $522k | 0% | Mar 2025 |
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| IFG Advisory | 5.2k | $515k | 0% | Mar 2025 |
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| GSG Advisors | 5.1k | $465k | 0% | Mar 2025 |
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| FMR | 5.0k | $498k | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 5.0k | $465k | 0% | Dec 2024 |
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| Gts Securities | 5.0k | $492k | -48% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 4.9k | $491k | -3% | Mar 2025 |
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| Nelson Roberts Investment Advisors | 4.9k | $490k | -6% | Mar 2025 |
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| Farther Finance Advisors | 4.9k | $484k | 100% | Mar 2025 |
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| Stratos Wealth Partners | 4.9k | $485k | 0% | Mar 2025 |
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| TFC Financial Management | 4.6k | $459k | 100% | Mar 2025 |
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| National Bank Of Canada /fi/ | 4.5k | $446k | -2% | Mar 2025 |
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| Integrated Wealth Concepts | 4.5k | $419k | -4% | Dec 2024 |
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| Beacon Pointe Advisors | 4.5k | $416k | 0% | Dec 2024 |
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| Avestar Capital | 4.4k | $415k | 100% | Dec 2024 |
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| Goldman Sachs Group | 4.4k | $439k | -59% | Mar 2025 |
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| Flagship Harbor Advisors | 4.3k | $427k | 7% | Mar 2025 |
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| Maltin Wealth Management | 4.3k | $421k | -3% | Mar 2025 |
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| Capital Investment Advisors | 4.2k | $418k | 100% | Mar 2025 |
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| Fiduciary Trust Company | 4.2k | $416k | 0% | Mar 2025 |
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| Baird Financial | 4.1k | $387k | 0% | Dec 2024 |
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| Monument Group Wealth Advisors | 4.1k | $408k | 0% | Mar 2025 |
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| National Asset Management | 4.0k | $377k | -3% | Dec 2024 |
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| Western Wealth Management | 4.0k | $396k | 7% | Mar 2025 |
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| Park Avenue Securities | 4.0k | $394k | -16% | Mar 2025 |
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| Tempus Wealth Planning | 3.9k | $387k | 100% | Mar 2025 |
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| H D Vest Advisory Services | 3.8k | $352k | 0% | Dec 2024 |
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| Cooper Financial Group | 3.7k | $369k | -49% | Mar 2025 |
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| Sequoia Financial Advisors | 3.6k | $357k | 0% | Mar 2025 |
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| Capital Advisors Wealth Management | 3.6k | $353k | 1% | Mar 2025 |
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| Tilson Financial Group | 3.5k | $343k | 0% | Mar 2025 |
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| M^T Bank Corporation | 3.4k | $333k | 0% | Mar 2025 |
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| Schnieders Capital Management | 3.3k | $312k | 0% | Dec 2024 |
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| MSH Capital Advisors | 3.3k | $330k | 0% | Mar 2025 |
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| Vaughan And Company Securities | 3.2k | $322k | 0% | Mar 2025 |
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| United Capital Financial Advisers | 3.2k | $317k | -11% | Mar 2025 |
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| Mullooly Asset Management | 3.2k | $317k | 100% | Mar 2025 |
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| Mercer Global Advisors | 3.2k | $314k | -6% | Mar 2025 |
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| Buckingham Strategic Partners | 3.2k | $314k | 9% | Mar 2025 |
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| Edge Financial Advisors | 3.1k | $303k | 1% | Mar 2025 |
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| West Coast Financial | 3.0k | $298k | 0% | Mar 2025 |
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| Carnick & Kubik | 3.0k | $293k | 0% | Mar 2025 |
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| Old National Trust Company | 2.9k | $286k | 0% | Mar 2025 |
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| Equitable Holdings | 2.9k | $269k | 29% | Dec 2024 |
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| Gemmer Asset Management | 2.9k | $285k | 0% | Mar 2025 |
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| Pacitti Group | 2.8k | $261k | 1% | Dec 2024 |
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| Friday Financial | 2.8k | $271k | 10% | Mar 2025 |
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| Apollon Wealth Management | 2.7k | $267k | -5% | Mar 2025 |
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| Vivaldi Capital Management | 2.6k | $257k | 100% | Dec 2024 |
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| KWB Wealth | 2.6k | $243k | 3% | Mar 2025 |
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| Avant Capital | 2.5k | $251k | 0% | Mar 2025 |
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| GPS Wealth Strategies Group | 2.5k | $249k | 0% | Mar 2025 |
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| Webster Bank, N. A. | 2.5k | $249k | 0% | Mar 2025 |
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| Davenport & Co | 2.5k | $248k | 0% | Mar 2025 |
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| Rsm Us Wealth Management | 2.5k | $248k | 0% | Mar 2025 |
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| Armis Advisers | 2.1k | $210k | -71% | Mar 2025 |
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| Skopos Labs | 1.00 | $100.000000 | -100% | Mar 2025 |
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Who sold out of WisdomTree Equity Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Foundations Investment Advisors | Dec 2024 | 21k | $1.9M |
| Coppell Advisory Solutions | Dec 2024 | 18k | $1.7M |
| Optivise Advisory Services | Dec 2024 | 18k | $1.7M |
| Jane Street | Dec 2024 | 8.0k | $743k |
| Bordeaux Wealth Advisors | Dec 2024 | 6.3k | $589k |
| Goldstone Financial Group | Dec 2024 | 4.5k | $420k |
| First Hawaiian Bank | Dec 2024 | 4.4k | $413k |
| Oakmont Partners | Dec 2024 | 4.1k | $383k |
| Independent Advisor Alliance | Dec 2024 | 3.6k | $340k |
| Cresset Asset Management | Sep 2024 | 3.6k | $338k |
| Iams Wealth Management | Dec 2024 | 2.9k | $274k |
| Efficient Advisors | Sep 2024 | 2.9k | $269k |
| Wedmont Private Capital | Dec 2024 | 2.7k | $246k |