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 | 859k | $88M | 0% | Dec 2025 |
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| Wells Fargo & Company | 513k | $56M | -3% | Mar 2026 |
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| Morgan Stanley | 492k | $54M | 54% | Mar 2026 |
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| Bank of America Corporation | 457k | $50M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 413k | $45M | 3% | Mar 2026 |
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| LPL Financial | 403k | $44M | 1% | Mar 2026 |
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| Linscomb & Williams | 298k | $33M | -12% | Mar 2026 |
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| Kestra Advisory Services | 225k | $25M | 93% | Mar 2026 |
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| Mb, Levis & Associates | 158k | $17M | 1% | Mar 2026 |
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| Colony | 148k | $15M | -16% | Dec 2025 |
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| Envestnet Asset Management | 117k | $13M | 1% | Mar 2026 |
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| Ameriprise Financial | 104k | $11M | 4% | Mar 2026 |
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| Raymond James Financial | 100k | $10M | 7% | Dec 2025 |
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| UBS Group | 90k | $9.8M | 0% | Mar 2026 |
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| Stonebridge Wealth Management | 86k | $9.3M | -8% | Mar 2026 |
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| Mariner Wealth Advisors | 84k | $9.2M | -6% | Mar 2026 |
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| Goss Wealth Management | 79k | $8.6M | 809% | Mar 2026 |
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| Evanson Asset Management | 77k | $8.4M | -4% | Mar 2026 |
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| Win Advisors | 76k | $8.3M | 100% | Mar 2026 |
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| Advisor Group Holdings | 75k | $7.6M | -24% | Dec 2025 |
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| Royal Bank of Canada | 67k | $7.3M | 12% | Mar 2026 |
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| Stratos Wealth Partners | 64k | $7.0M | 1559% | Mar 2026 |
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| 1 North Wealth Services | 63k | $6.9M | -3% | Mar 2026 |
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| NFP Retirement | 57k | $6.3M | 8% | Mar 2026 |
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| Precedent Wealth Partners | 55k | $6.0M | -7% | Mar 2026 |
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| Global Retirement Partners | 50k | $5.1M | 5% | Dec 2025 |
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| Private Advisor | 48k | $5.3M | -33% | Mar 2026 |
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| Ffg Retirement Advisors | 44k | $4.8M | 4% | Mar 2026 |
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| Goldman Sachs Group | 43k | $4.7M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 40k | $4.0M | -7% | Dec 2025 |
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| Cambridge Investment Research Advisors | 38k | $4.2M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 38k | $4.1M | 5% | Mar 2026 |
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| Gts Securities | 36k | $3.6M | 18% | Dec 2025 |
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| Jones Financial Companies, L.L | 35k | $3.6M | 5% | Dec 2025 |
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| Mutual Advisors | 34k | $3.7M | 0% | Mar 2026 |
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| Streettalk Advisors | 31k | $3.4M | 100% | Mar 2026 |
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| JT Stratford | 29k | $3.0M | 8% | Dec 2025 |
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| Lvm Capital Management | 29k | $3.2M | -1% | Mar 2026 |
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| Susquehanna International | 28k | $2.9M | 13% | Dec 2025 |
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| Catalyst Investment Management | 26k | $2.9M | -21% | Mar 2026 |
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| Apella Capital | 26k | $2.9M | 1093% | Mar 2026 |
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| Invenio Wealth Partners | 26k | $2.8M | -86% | Mar 2026 |
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| HighTower Advisors | 24k | $2.6M | 0% | Mar 2026 |
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| D.A. Davidson & Co. | 24k | $2.6M | 25% | Mar 2026 |
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| William Blair $ Company | 22k | $2.4M | -1% | Mar 2026 |
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| CLS Investments | 22k | $2.3M | -15% | Mar 2026 |
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| Commerce Bank N A | 22k | $2.3M | -9% | Mar 2026 |
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| Honkamp Krueger Financial Services | 21k | $2.3M | -8% | Mar 2026 |
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| Central Trust & Investment | 21k | $2.3M | 11% | Mar 2026 |
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| Janney Montgomery Scott | 20k | $2.2M | -2% | Mar 2026 |
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| Creative Planning | 20k | $2.2M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 19k | $2.1M | -6% | Mar 2026 |
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| Cherry Tree Wealth Management | 17k | $1.8M | -4% | Mar 2026 |
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| J.w. Cole Advisors | 16k | $1.8M | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 16k | $1.7M | 5% | Mar 2026 |
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| Barnes Wealth Management Group | 16k | $1.7M | -3% | Mar 2026 |
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| Pensionmark Financial Group | 15k | $1.7M | 0% | Mar 2026 |
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| Virtus Family Office | 15k | $1.7M | 2% | Mar 2026 |
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| Dynamic Advisors Solutions | 15k | $1.6M | 17% | Mar 2026 |
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| Keebeck Wealth Management | 15k | $1.5M | 0% | Dec 2025 |
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| BancorpSouth Bank | 15k | $1.5M | 0% | Dec 2025 |
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| Community Bank | 15k | $1.6M | 1% | Mar 2026 |
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| Axis Wealth Partners | 13k | $1.4M | 3% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 13k | $1.4M | 100% | Mar 2026 |
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| Rockefeller Capital Management | 13k | $1.4M | 3% | Mar 2026 |
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| Uhlmann Price Securities | 12k | $1.3M | 0% | Mar 2026 |
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| Mml Investors Services | 12k | $1.3M | -15% | Mar 2026 |
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| Americana Partners | 12k | $1.3M | 0% | Mar 2026 |
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| Merit Financial Group | 12k | $1.3M | -5% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 12k | $1.3M | 0% | Mar 2026 |
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| Northern Trust | 11k | $1.2M | 0% | Dec 2025 |
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| Stifel Financial | 11k | $1.2M | 23% | Mar 2026 |
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| Melone Private Wealth | 11k | $1.2M | -1% | Mar 2026 |
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| Botty Investors | 10k | $1.1M | 0% | Mar 2026 |
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| Hershey Financial Advisers | 10k | $1.1M | 100% | Mar 2026 |
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| AssuredPartners Investment Advisors | 10k | $1.1M | -5% | Mar 2026 |
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| SBI Securities | 9.5k | $1.0M | -3% | Mar 2026 |
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| Warren Averett Asset Management | 9.5k | $970k | -7% | Dec 2025 |
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| Advisory Services Network | 8.9k | $911k | 2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 8.5k | $933k | 4% | Mar 2026 |
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| Farther Finance Advisors | 8.2k | $889k | -4% | Mar 2026 |
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| Oxinas Partners Wealth Management | 8.0k | $878k | -5% | Mar 2026 |
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| TFC Financial Management | 7.9k | $868k | -3% | Mar 2026 |
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| ShoreHaven Wealth Partners | 7.9k | $867k | -36% | Mar 2026 |
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| Fifth Third Bancorp | 7.9k | $863k | 618% | Mar 2026 |
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| CI Private Wealth | 7.8k | $850k | 100% | Mar 2026 |
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| Capital Advisors | 7.6k | $833k | 0% | Mar 2026 |
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| Fifth Third Securities | 7.5k | $821k | -2% | Mar 2026 |
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| FMR | 7.4k | $755k | 12% | Dec 2025 |
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| HPM Partners | 7.0k | $762k | 133% | Mar 2026 |
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| Sanctuary Advisors | 7.0k | $760k | 0% | Mar 2026 |
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| Maridea Wealth Management | 6.8k | $739k | 0% | Mar 2026 |
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| Brian McDonald | 6.6k | $669k | -13% | Dec 2025 |
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| Bsc Private Wealth Management | 6.3k | $690k | 4% | Mar 2026 |
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| Mercer Global Advisors | 6.2k | $680k | -5% | Mar 2026 |
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| AQR Capital Management | 6.1k | $671k | 104% | Mar 2026 |
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| Savant Capital Management | 5.9k | $643k | 0% | Mar 2026 |
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| Passive Capital Management | 5.8k | $629k | 0% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 5.6k | $614k | 0% | Mar 2026 |
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| EFG International | 5.4k | $551k | 100% | Dec 2025 |
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| Main Street Financial Solutions | 5.4k | $547k | -29% | Dec 2025 |
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| Coldstream Capital Management | 5.3k | $579k | 0% | Mar 2026 |
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| Harfst & Associates | 5.0k | $550k | 7% | Mar 2026 |
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| MSH Capital Advisors | 5.0k | $550k | 2% | Mar 2026 |
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| Avestar Capital | 5.0k | $542k | 9% | Mar 2026 |
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| Flagship Harbor Advisors | 4.9k | $540k | 1% | Mar 2026 |
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| Independent Advisor Alliance | 4.9k | $540k | 100% | Mar 2026 |
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| Relyea Zuckerberg Hanson | 4.9k | $534k | -1% | Mar 2026 |
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| Elk River Wealth Management | 4.7k | $518k | -11% | Mar 2026 |
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| Nelson Roberts Investment Advisors | 4.7k | $513k | 0% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 4.6k | $501k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 4.5k | $458k | 0% | Dec 2025 |
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| GSG Advisors | 4.4k | $485k | -9% | Mar 2026 |
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| Capital Investment Advisors | 4.3k | $475k | 0% | Mar 2026 |
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| Fiduciary Trust Company | 4.2k | $427k | 0% | Dec 2025 |
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| Integrated Wealth Concepts | 4.1k | $453k | 100% | Mar 2026 |
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| Maltin Wealth Management | 4.0k | $433k | -9% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.9k | $431k | 0% | Mar 2026 |
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| Tempus Wealth Planning | 3.9k | $427k | -2% | Mar 2026 |
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| Western Wealth Management | 3.9k | $423k | 3% | Mar 2026 |
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| Evolution Wealth Management | 3.8k | $419k | 6% | Mar 2026 |
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| Capital Advisors Wealth Management | 3.8k | $419k | 1% | Mar 2026 |
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| Gateway Wealth Partners | 3.8k | $417k | 100% | Mar 2026 |
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| Park Avenue Securities | 3.8k | $411k | -3% | Mar 2026 |
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| Summit Financial | 3.8k | $410k | 0% | Mar 2026 |
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| Caldwell Sutter Capital | 3.7k | $407k | 33% | Mar 2026 |
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| Tilson Financial Group | 3.6k | $390k | 1% | Mar 2026 |
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| BlackRock | 3.5k | $384k | 40% | Mar 2026 |
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| Comprehensive Financial Consultants Institutional | 3.5k | $380k | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 3.4k | $375k | -6% | Mar 2026 |
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| 17 Capital Partners | 3.4k | $373k | 8% | Mar 2026 |
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| Oppenheimer & Co | 3.4k | $369k | -14% | Mar 2026 |
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| Concurrent Investment Advisors | 3.4k | $369k | 14% | Mar 2026 |
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| M^T Bank Corporation | 3.4k | $367k | 0% | Mar 2026 |
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| Tranquility Partners | 3.4k | $367k | 0% | Mar 2026 |
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| Schnieders Capital Management | 3.3k | $365k | 0% | Mar 2026 |
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| Mullooly Asset Management | 3.3k | $362k | 1% | Mar 2026 |
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| Nbc Securities | 3.3k | $357k | -11% | Mar 2026 |
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| Vaughan And Company Securities | 3.2k | $354k | 0% | Mar 2026 |
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| Baird Financial | 3.2k | $330k | 0% | Dec 2025 |
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| United Capital Financial Advisers | 3.1k | $343k | 8% | Mar 2026 |
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| Edge Financial Advisors | 3.1k | $312k | -2% | Dec 2025 |
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| Vivaldi Capital Management | 3.0k | $310k | 14% | Dec 2025 |
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| Atria Investments | 3.0k | $328k | -12% | Mar 2026 |
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| Clear Trail Advisors | 3.0k | $328k | 0% | Mar 2026 |
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| Compass Capital Management | 3.0k | $328k | 100% | Mar 2026 |
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| Equitable Holdings | 3.0k | $301k | 5% | Mar 2026 |
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| Ronald Blue Trust | 2.9k | $317k | 0% | Mar 2026 |
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| Nations Financial Group | 2.9k | $315k | 5% | Mar 2026 |
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| Old National Trust Company | 2.9k | $315k | 0% | Mar 2026 |
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| Interactive Financial Advisors | 2.8k | $301k | -5% | Mar 2026 |
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| Apollon Wealth Management | 2.3k | $248k | -33% | Mar 2026 |
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| Tower Research Capital | 578.00 | $59k | -87% | Dec 2025 |
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Who sold out of WisdomTree Equity Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 50k | $5.0M |
| Beacon Pointe Advisors | Sep 2025 | 8.9k | $896k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.9k | $713k |
| IFG Advisory | Dec 2025 | 4.4k | $447k |