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 |
|
| 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 |