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 | 1.0M | $89M | -1% | Mar 2024 |
|
| 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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| 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 | 123k | $11M | -5% | Mar 2024 |
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| Advisor Group Holdings | 99k | $8.1M | -30% | Dec 2023 |
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| UBS Group | 96k | $7.9M | -8% | Dec 2023 |
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| Evanson Asset Management | 89k | $7.7M | 1% | Mar 2024 |
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| Mariner Wealth Advisors | 83k | $6.8M | -1% | Dec 2023 |
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| Precedent Wealth Partners | 71k | $6.1M | 0% | Mar 2024 |
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| Oakmont Partners | 63k | $5.4M | 100% | Mar 2024 |
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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 | $4.9M | 0% | Mar 2024 |
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| Royal Bank of Canada | 52k | $4.3M | -25% | Dec 2023 |
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| Lvm Capital Management | 47k | $4.0M | -1% | Mar 2024 |
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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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| Honkamp Krueger Financial Services | 32k | $2.6M | -11% | Dec 2023 |
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| Private Advisor | 31k | $2.6M | -21% | Dec 2023 |
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| Cambridge Investment Research Advisors | 28k | $2.4M | -11% | Mar 2024 |
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| Orion Portfolio Solutions | 27k | $2.3M | 9% | Dec 2023 |
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| Janney Montgomery Scott | 23k | $1.9M | -7% | Dec 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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| 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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| Executive Wealth Group | 18k | $1.5M | 201% | Mar 2024 |
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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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| 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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| 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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| Melone Private Wealth | 11k | $916k | -2% | Dec 2023 |
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| Jane Street | 11k | $882k | -36% | Dec 2023 |
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| Global Retirement Partners | 11k | $918k | -14% | Mar 2024 |
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| D.A. Davidson & Co. | 11k | $870k | 1% | Dec 2023 |
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| Oxinas Partners Wealth Management | 10k | $869k | -4% | Mar 2024 |
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| JT Stratford | 9.7k | $796k | -17% | Dec 2023 |
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| Dynamic Advisors Solutions | 9.7k | $838k | -11% | Mar 2024 |
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| Baird Financial | 8.8k | $721k | -19% | Dec 2023 |
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| Main Street Financial Solutions | 8.7k | $754k | -22% | Mar 2024 |
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| Capital Advisors | 8.3k | $719k | 0% | Mar 2024 |
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| RFG Advisory | 8.1k | $699k | 0% | Mar 2024 |
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| Bank of New York Mellon | 8.0k | $692k | -66% | Mar 2024 |
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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 | 7.5k | $649k | -3% | Mar 2024 |
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| Bsc Private Wealth Management | 7.4k | $612k | -11% | Dec 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 | $586k | 0% | Mar 2024 |
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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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| 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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| Claro Advisors | 5.8k | $500k | 4% | Mar 2024 |
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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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| United Capital Financial Advisers | 5.3k | $435k | -41% | Dec 2023 |
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| Relyea Zuckerberg Hanson | 5.3k | $456k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 5.2k | $428k | 0% | Dec 2023 |
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| Maltin Wealth Management | 5.2k | $447k | -1% | Mar 2024 |
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| Revisor Wealth Management | 5.0k | $421k | 100% | Mar 2024 |
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| GSG Advisors | 4.9k | $422k | 1% | Mar 2024 |
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| Nbc Securities | 4.9k | $424k | 46% | Mar 2024 |
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| Beacon Pointe Advisors | 4.5k | $373k | 1% | Dec 2023 |
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| First Hawaiian Bank | 4.4k | $384k | 0% | Mar 2024 |
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| Savant Capital Management | 4.2k | $349k | 0% | Dec 2023 |
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| Monument Group Wealth Advisors | 4.1k | $339k | 100% | Dec 2023 |
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| Ferguson Wellman Capital Management | 4.0k | $344k | 0% | Mar 2024 |
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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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| Flagship Harbor Advisors | 3.5k | $306k | 5% | Mar 2024 |
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| Fiduciary Trust Company | 3.5k | $287k | 0% | Dec 2023 |
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| Tilson Financial Group | 3.5k | $300k | 0% | Mar 2024 |
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| Capital Advisors Wealth Management | 3.4k | $292k | 1% | Mar 2024 |
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| Schnieders Capital Management | 3.3k | $289k | 0% | Mar 2024 |
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| Vaughan And Company Securities | 3.2k | $267k | -7% | Dec 2023 |
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| Efficient Advisors | 3.2k | $260k | 2% | Dec 2023 |
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| KWB Wealth | 3.1k | $272k | -35% | Mar 2024 |
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| Davenport & Co | 3.1k | $255k | -13% | Dec 2023 |
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| Edge Financial Advisors | 3.0k | $263k | 100% | Mar 2024 |
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| West Coast Financial | 3.0k | $260k | 0% | Mar 2024 |
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| Carnick & Kubik | 3.0k | $256k | -10% | Mar 2024 |
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| Signal Advisors Wealth | 2.9k | $250k | 100% | Mar 2024 |
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| Old National Trust Company | 2.9k | $250k | 0% | Mar 2024 |
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| Apollon Wealth Management | 2.9k | $235k | 0% | Dec 2023 |
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| Webster Bank, N. A. | 2.7k | $237k | 0% | Mar 2024 |
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| Western Wealth Management | 2.7k | $222k | 0% | 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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| Wealth Enhancement Advisory Services | 2.5k | $215k | -6% | Mar 2024 |
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| Atria Wealth Solutions | 2.5k | $203k | -6% | Dec 2023 |
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| Us Bancorp | 2.3k | $191k | 0% | Dec 2023 |
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| AdvisorNet Financial | 2.3k | $201k | -5% | Mar 2024 |
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| Cardiff Park Advisors | 2.3k | $186k | 1% | Dec 2023 |
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| Lindbrook Capital | 2.2k | $191k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $151k | -58% | Dec 2023 |
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| Geneos Wealth Management | 1.8k | $151k | 0% | Dec 2023 |
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| Cullen Frost Bankers | 1.4k | $116k | 100% | Dec 2023 |
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| Central Trust & Investment | 1.4k | $117k | -26% | Mar 2024 |
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| Hanson McClain Advisors | 1.3k | $109k | 14% | Mar 2024 |
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| Proequities | 1.2k | $102M | 0% | Dec 2023 |
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| Fifth Third Bancorp | 1.2k | $104k | -33% | Mar 2024 |
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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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| Financial Gravity Wealth | 1.1k | $9.3M | 0% | Dec 2023 |
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| Milestone Group | 1.1k | $88k | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 1.1k | $92k | 178% | Mar 2024 |
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| Citigroup | 1.1k | $87k | 1% | Dec 2023 |
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| Independence Bank of Kentucky | 1.0k | $87k | 100% | Mar 2024 |
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| Ancora Advisors | 820.00 | $67k | 0% | Dec 2023 |
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| Ronald Blue Trust | 742.00 | $58k | 0% | Dec 2023 |
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| First Command Advisory Services | 651.00 | $54k | 0% | Dec 2023 |
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| Newbridge Financial Services Group | 560.00 | $49k | -23% | Mar 2024 |
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| O'shaughnessy Asset Management | 554.00 | $46k | 0% | Dec 2023 |
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| Pnc Financial Services | 523.00 | $43k | 0% | Dec 2023 |
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| Salomon & Ludwin | 514.00 | $40k | 0% | Dec 2023 |
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| Northwest Financial Advisors | 508.00 | $42k | 100% | Dec 2023 |
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| Opal Wealth Advisors | 456.00 | $40k | 100% | Mar 2024 |
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| Team Financial Group | 453.00 | $37k | -54% | Dec 2023 |
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| PSI Advisors | 417.00 | $36k | 0% | Mar 2024 |
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| Principal Securities | 412.00 | $34k | 100% | Dec 2023 |
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| Tompkins Financial Corp | 395.00 | $34k | 100% | Mar 2024 |
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| Concord Wealth Partners | 383.00 | $32k | 0% | Dec 2023 |
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| Beacon Capital Management | 347.00 | $27k | 0% | Dec 2023 |
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| Huntington National Bank | 336.00 | $28k | 100% | Dec 2023 |
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| Russell Investments | 216.00 | $18k | 0% | Dec 2023 |
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| TD Waterhouse Canada | 200.00 | $22k | 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 |
|---|---|---|---|
| DHK Financial Advisors | Sep 2023 | 40k | $3.1M |
| Maripau Wealth Management | Sep 2023 | 5.5k | $427k |
| Arete Wealth Advisors | Sep 2023 | 3.4k | $268k |
| Stock Yards Trust Company | Sep 2023 | 3.0k | $234k |
| Headinvest | Sep 2023 | 3.0k | $226k |
| Sym Financial Corporation | Sep 2023 | 1.7k | $136k |
| Quadrant Capital | Sep 2023 | 1.3k | $101k |
| Johnson Financial Group | Sep 2023 | 1.1k | $82k |
| Parallel Advisors | Sep 2023 | 226.00 | $18k |