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 | $89M | -1% | Mar 2024 |
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LPL Financial | 483k | $42M | -36% | Mar 2024 |
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Wells Fargo & Company | 401k | $35M | 1% | Mar 2024 |
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Linscomb & Williams | 370k | $30M | -5% | Dec 2023 |
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Bank of America Corporation | 338k | $29M | -1% | Mar 2024 |
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Morgan Stanley | 259k | $23M | -39% | Mar 2024 |
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Invenio Wealth Partners | 198k | $17M | 29% | Mar 2024 |
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Raymond James Financial Services Advisors | 123k | $11M | -5% | Mar 2024 |
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UBS Group | 97k | $8.4M | 1% | Mar 2024 |
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Evanson Asset Management | 89k | $7.7M | 1% | Mar 2024 |
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Envestnet Asset Management | 85k | $7.3M | 30% | Mar 2024 |
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Goldman Sachs Group | 84k | $7.3M | 87% | Mar 2024 |
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Advisor Group Holdings | 84k | $7.3M | -15% | Mar 2024 |
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Colony | 79k | $6.8M | -43% | Mar 2024 |
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Ameriprise Financial | 73k | $6.3M | -25% | Mar 2024 |
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First Command Advisory Services | 71k | $41k | 10848% | Mar 2024 |
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Precedent Wealth Partners | 71k | $6.1M | 0% | Mar 2024 |
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Mariner Wealth Advisors | 69k | $6.0M | -17% | Mar 2024 |
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Oakmont Partners | 63k | $5.4M | 100% | Mar 2024 |
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Ledge Wealth Management | 61k | $5.0M | 0% | Dec 2023 |
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Royal Bank of Canada | 60k | $5.2M | 15% | Mar 2024 |
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Raymond James & Associates | 57k | $4.9M | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 51k | $4.4M | 15% | Mar 2024 |
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Good Life Advisors | 47k | $4.0M | 15% | Mar 2024 |
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Lvm Capital Management | 47k | $4.0M | -1% | Mar 2024 |
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Susquehanna International | 45k | $3.9M | 42% | Mar 2024 |
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CI Private Wealth | 41k | $3.5M | -34% | Mar 2024 |
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Captrust Financial Advisors | 38k | $3.2M | -9% | Mar 2024 |
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Ffg Retirement Advisors | 36k | $3.1M | 6% | Mar 2024 |
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Mutual Advisors | 36k | $3.1M | -3% | Mar 2024 |
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PBMares Wealth Management | 35k | $3.0M | 0% | Mar 2024 |
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Commonwealth Equity Services | 31k | $2.7M | -14% | Mar 2024 |
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Honkamp Krueger Financial Services | 30k | $2.6M | -7% | Mar 2024 |
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Cambridge Investment Research Advisors | 28k | $2.4M | -11% | Mar 2024 |
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Orion Portfolio Solutions | 27k | $2.3M | -2% | Mar 2024 |
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Private Advisor | 26k | $2.3M | -16% | Mar 2024 |
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HighTower Advisors | 23k | $2.0M | 10% | Mar 2024 |
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Janney Montgomery Scott | 22k | $1.9M | -4% | Mar 2024 |
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Jane Street | 21k | $1.8M | 97% | Mar 2024 |
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Foundations Investment Advisors | 21k | $1.8M | 0% | Mar 2024 |
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Creative Planning | 20k | $1.8M | 0% | Mar 2024 |
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ShoreHaven Wealth Partners | 20k | $1.7M | 5% | Mar 2024 |
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Cherry Tree Wealth Management | 20k | $1.7M | -7% | Mar 2024 |
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Branch Banking & Trust Company | 19k | $1.6M | -3% | Mar 2024 |
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Commerce Bank N A | 19k | $1.6M | 27% | Mar 2024 |
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Executive Wealth Group | 18k | $1.5M | 201% | Mar 2024 |
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Tower Research Capital | 18k | $1.6M | 24% | Mar 2024 |
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Citadel Advisors | 18k | $1.6M | -49% | Mar 2024 |
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Brian McDonald | 17k | $1.5M | -11% | Mar 2024 |
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Community Bank | 16k | $1.4M | -5% | Mar 2024 |
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Fort Point Capital Partners | 16k | $1.3M | 100% | Dec 2023 |
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Great Valley Advisor Group | 15k | $1.3M | 144% | Mar 2024 |
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Advisory Services Network | 15k | $1.3M | 15% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 14k | $1.2M | -85% | Mar 2024 |
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Stifel Financial | 13k | $1.1M | -36% | Mar 2024 |
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Envestnet Portfolio Solutions | 13k | $1.1M | 61% | Mar 2024 |
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National Bank Of Canada /fi/ | 12k | $1.0M | 0% | Dec 2023 |
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Northern Trust | 12k | $1.1M | 0% | Mar 2024 |
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Merit Financial Group | 12k | $989k | 100% | Mar 2024 |
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Warren Averett Asset Management | 12k | $1.0M | 100% | Mar 2024 |
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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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William Blair $ Company | 11k | $968k | -4% | Mar 2024 |
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D.A. Davidson & Co. | 11k | $944k | 3% | Mar 2024 |
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Global Retirement Partners | 11k | $918k | -14% | Mar 2024 |
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Melone Private Wealth | 11k | $913k | -5% | Mar 2024 |
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Integrated Wealth Concepts | 10k | $904k | -68% | Mar 2024 |
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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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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 8.3k | $722k | 16% | 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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J.w. Cole Advisors | 7.7k | $668k | 0% | Mar 2024 |
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Cooper Financial Group | 7.5k | $649k | -3% | Mar 2024 |
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Interactive Financial Advisors | 6.8k | $589k | -64% | Mar 2024 |
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Elk River Wealth Management | 6.8k | $586k | 0% | Mar 2024 |
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Bsc Private Wealth Management | 6.7k | $583k | -10% | Mar 2024 |
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National Asset Management | 6.7k | $524k | 17% | Mar 2024 |
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Mercer Global Advisors | 6.4k | $554k | -2% | Mar 2024 |
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Flow Traders US | 6.3k | $549k | -81% | Mar 2024 |
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Coldstream Capital Management | 5.9k | $486k | 0% | Dec 2023 |
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Tranquility Partners | 5.9k | $509k | 0% | Mar 2024 |
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Claro Advisors | 5.8k | $500k | 4% | Mar 2024 |
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U.S. Capital Wealth Advisors | 5.6k | $487k | 0% | Mar 2024 |
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United Capital Financial Advisers | 5.3k | $458k | 0% | Mar 2024 |
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Relyea Zuckerberg Hanson | 5.3k | $456k | 0% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 5.2k | $452k | 184% | Mar 2024 |
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Steward Partners Investment Advisory | 5.2k | $451k | 0% | Mar 2024 |
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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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D. E. Shaw & Co | 4.4k | $379k | -36% | Mar 2024 |
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Savant Capital Management | 4.2k | $368k | 0% | Mar 2024 |
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Monument Group Wealth Advisors | 4.1k | $357k | 0% | Mar 2024 |
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FinTrust Capital Advisors | 4.0k | $348k | -4% | Mar 2024 |
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Ferguson Wellman Capital Management | 4.0k | $344k | 0% | Mar 2024 |
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Focus Financial Network | 3.8k | $315k | 100% | Dec 2023 |
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Sequoia Financial Advisors | 3.6k | $309k | 0% | Mar 2024 |
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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 | $281k | 0% | Mar 2024 |
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KWB Wealth | 3.1k | $272k | -35% | Mar 2024 |
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Pacitti Group | 3.1k | $272k | -2% | Mar 2024 |
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Efficient Advisors | 3.1k | $266k | -3% | Mar 2024 |
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Edge Financial Advisors | 3.0k | $263k | 100% | Mar 2024 |
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Apollon Wealth Management | 3.0k | $261k | 5% | Mar 2024 |
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West Coast Financial | 3.0k | $260k | 0% | Mar 2024 |
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Qube Research & Technologies | 3.0k | $256k | 49% | 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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Gts Securities | 2.9k | $247k | 100% | Mar 2024 |
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FMR | 2.8k | $245k | 3% | Mar 2024 |
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Webster Bank, N. A. | 2.7k | $237k | 0% | Mar 2024 |
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Western Wealth Management | 2.7k | $234k | 0% | Mar 2024 |
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Buckingham Strategic Partners | 2.6k | $227k | 100% | Mar 2024 |
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GPS Wealth Strategies Group | 2.5k | $218k | 0% | Mar 2024 |
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Rsm Us Wealth Management | 2.5k | $217k | 0% | Mar 2024 |
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Davenport & Co | 2.5k | $217k | -19% | Mar 2024 |
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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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Buckingham Asset Management | 2.4k | $204k | 100% | Mar 2024 |
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Us Bancorp | 2.3k | $202k | 0% | Mar 2024 |
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H D Vest Advisory Services | 2.3k | $201k | 100% | Mar 2024 |
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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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Geneos Wealth Management | 1.8k | $159k | 0% | Mar 2024 |
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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 | $107M | 0% | Mar 2024 |
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Fifth Third Bancorp | 1.2k | $104k | -33% | Mar 2024 |
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Central Pacific Bank - Trust Division | 1.2k | $103k | 100% | Mar 2024 |
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IFP Advisors | 1.2k | $96k | -47% | Dec 2023 |
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Western Pacific Wealth Management | 1.2k | $101k | 0% | Mar 2024 |
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Financial Gravity Wealth | 1.1k | $9.3M | 0% | Dec 2023 |
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Milestone Group | 1.1k | $93k | 0% | Mar 2024 |
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Caldwell Sutter Capital | 1.1k | $92k | 178% | Mar 2024 |
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Citigroup | 1.1k | $91k | 0% | Mar 2024 |
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Who sold out of WisdomTree Equity Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
IFG Advisory | Dec 2023 | 6.5k | $534k |
Maripau Wealth Management | Sep 2023 | 5.5k | $427k |
GSA Capital Partners | Dec 2023 | 4.0k | $326k |
Burns Wealth Management | Sep 2023 | 3.1k | $242k |
Headinvest | Sep 2023 | 3.0k | $226k |
Atria Wealth Solutions | Dec 2023 | 2.5k | $203k |
Cullen Frost Bankers | Dec 2023 | 1.4k | $116k |