WISDOMTREE TR (DHS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
244
Reporting holders
$680.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $57.0M | 501,674 | 0.00% | 35q | +2.0%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $53.9M | 474,272 | 0.00% | 31q | +3.7%+$1.9M |
| WELLS FARGO & COMPANY/MN | $52.6M | 462,536 | 0.01% | 31q | -55.0%-$64.2M |
| Cetera Investment Advisers | $48.3M | 424,978 | 0.04% | 23q | +3.0%+$1.4M |
| LPL Financial LLC | $45.1M | 396,419 | 0.01% | 31q | -1.5%-$697.5K |
| Linscomb Wealth, Inc. | $32.9M | 289,052 | 1.42% | 31q | -2.9%-$994.7K |
| Kestra Advisory Services, LLC | $26.7M | 235,268 | 0.09% | 24q | +4.5%+$1.2M |
| MB, LEVIS & ASSOCIATES, LLC | $18.0M | 158,666 | 6.65% | 15q | HELD |
| Focus Partners Wealth | $16.4M | 144,531 | 0.02% | 11q | -2.4%-$396.4K |
| ENVESTNET ASSET MANAGEMENT INC | $14.0M | 123,250 | 0.00% | 31q | +5.1%+$680.9K |
| GOLDMAN SACHS GROUP INC | $13.1M | 114,895 | 0.00% | 15q | +164.7%+$8.1M |
| AMERIPRISE FINANCIAL INC | $12.3M | 108,599 | 0.00% | 31q | -47.7%-$11.2M |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 107,831 | 0.00% | 7q | -2.0%-$248.9K |
| OSAIC HOLDINGS, INC. | $11.0M | 97,102 | 0.01% | 26q | +16.2%+$1.5M |
| UBS Group AG | $10.3M | 90,675 | 0.00% | 31q | +0.6%+$62.5K |
| Stonebridge Wealth Management, LLC | $9.7M | 85,714 | 8.72% | 5q | HELD |
| NewEdge Advisors, LLC | $9.1M | 80,276 | 0.03% | 9q | +2.2%+$197.1K |
| Evanson Financial, LLC | $8.7M | 76,243 | 0.42% | new | FIRST |
| Mariner, LLC | $8.3M | 72,592 | 0.01% | 31q | -13.7%-$1.3M |
| ROYAL BANK OF CANADA | $7.9M | 69,704 | 0.00% | 31q | +4.3%+$327.3K |
| Stratos Wealth Partners, LTD. | $7.6M | 66,622 | 0.08% | 8q | +4.0%+$290.7K |
| 1 NORTH WEALTH SERVICES LLC | $7.4M | 65,441 | 2.43% | 5q | +4.2%+$302.4K |
| JPMORGAN CHASE & CO | $7.4M | 64,790 | 0.00% | 31q | +3.6%+$260.1K |
| Global Retirement Partners, LLC | $7.3M | 64,319 | 0.11% | 16q | +29.4%+$1.7M |
| Private Advisor Group, LLC | $7.1M | 62,669 | 0.03% | 18q | +29.5%+$1.6M |
| Wealthspire Retirement, LLC | $6.4M | 56,008 | 0.35% | 17q | -2.1%-$139.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $6.3M | 55,000 | 1.04% | 11q | HELD |
| FFG RETIREMENT ADVISORS LLC | $5.1M | 44,787 | 2.70% | 14q | +1.0%+$52.1K |
| TRUIST FINANCIAL CORP | $4.7M | 41,267 | 0.01% | 27q | +112.6%+$2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 39,769 | 0.01% | 31q | +5.1%+$220.5K |
| JONES FINANCIAL COMPANIES LLLP | $4.5M | 38,924 | 0.00% | 9q | +5.0%+$210.4K |
| CAPTRUST FINANCIAL ADVISORS | $4.4M | 39,103 | 0.01% | 31q | -0.7%-$33.3K |
| Catalyst Investment Management LLC | $4.0M | 35,494 | 3.66% | 3q | +35.3%+$1.1M |
| Mutual Advisors, LLC | $3.9M | 34,000 | 0.07% | 31q | HELD |
| Creative Planning | $3.8M | 33,438 | 0.00% | 31q | +65.4%+$1.5M |
| D.A. DAVIDSON & CO. | $3.8M | 33,409 | 0.02% | 31q | +42.0%+$1.1M |
| JT Stratford LLC | $3.8M | 33,223 | 0.41% | 17q | +4.1%+$147.1K |
| Avidian Wealth Enterprises, LLC | $3.5M | 30,416 | 0.10% | 2q | -3.2%-$112.9K |
| Apella Capital, LLC | $3.0M | 26,102 | 0.04% | 7q | HELD |
| INVENIO WEALTH PARTNERS LLC | $2.9M | 25,922 | 1.06% | 13q | HELD |
| HighTower Advisors, LLC | $2.8M | 24,933 | 0.00% | 22q | +3.8%+$104.4K |
| Merit Financial Group, LLC | $2.6M | 22,932 | 0.01% | 10q | +95.0%+$1.3M |
| BLAIR WILLIAM & CO/IL | $2.5M | 21,895 | 0.01% | 31q | HELD |
| CENTRAL TRUST Co | $2.4M | 21,299 | 0.04% | 16q | +2.9%+$68.2K |
| COMMERCE BANK | $2.4M | 20,950 | 0.01% | 31q | -2.4%-$58.5K |
| Orion Porfolio Solutions, LLC | $2.3M | 20,519 | 0.02% | 14q | -4.6%-$113.0K |
| Avantax Planning Partners, Inc. | $2.3M | 20,285 | 0.06% | 31q | -2.1%-$48.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 18,400 | 0.00% | 22q | +195.6%+$1.4M |
| Envestnet Portfolio Solutions, Inc. | $2.0M | 17,220 | 0.01% | 12q | +9.0%+$161.2K |
| Dynamic Advisor Solutions LLC | $2.0M | 17,175 | 0.06% | 6q | +17.1%+$284.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 16,446 | 0.00% | 16q | +298.4%+$1.4M |
| Virtus Family Office LLC | $1.9M | 16,296 | 1.46% | 15q | +6.8%+$117.3K |
| J.W. COLE ADVISORS, INC. | $1.8M | 16,128 | 0.03% | 17q | HELD |
| Barnes Wealth Management Group, Inc | $1.8M | 15,487 | 0.81% | 7q | -1.1%-$19.1K |
| FMR LLC | $1.7M | 15,263 | 0.00% | 31q | +103.2%+$881.4K |
| Corient Private Wealth LP | $1.7M | 15,240 | 0.00% | 2q | +95.8%+$847.8K |
| Community Bank, N.A. | $1.7M | 15,210 | 0.19% | 31q | +5.1%+$84.4K |
| Dickmeyer Boyce Financial Management, Inc. | $1.7M | 14,996 | 0.88% | 2q | +18.3%+$264.1K |
| World Investment Advisors | $1.7M | 15,304 | 0.03% | 8q | HELD |
| Keebeck Wealth Management | $1.7M | 14,602 | 0.16% | 10q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.6M | 14,105 | 0.43% | 15q | -1.2%-$20.2K |
| HUNTINGTON NATIONAL BANK | $1.6M | 13,757 | 0.01% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $1.5M | 13,435 | 0.00% | 31q | +10.2%+$141.4K |
| Axis Wealth Partners, LLC | $1.5M | 13,052 | 0.71% | 7q | -2.4%-$35.9K |
| Rockefeller Capital Management L.P. | $1.4M | 12,571 | 0.00% | 24q | HELD |
| Savant Capital, LLC | $1.4M | 12,748 | 0.00% | 14q | +116.6%+$768.3K |
| UHLMANN PRICE SECURITIES, LLC | $1.4M | 12,549 | 0.05% | 8q | +1.9%+$26.0K |
| Americana Partners, LLC | $1.4M | 12,150 | 0.03% | 3q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.3M | 11,557 | 0.02% | 31q | HELD |
| NORTHERN TRUST CORP | $1.3M | 11,345 | 0.00% | 21q | HELD |
| Melone Private Wealth, LLC | $1.2M | 10,509 | 0.46% | 19q | -2.4%-$29.1K |
| STIFEL FINANCIAL CORP | $1.2M | 10,409 | 0.00% | 22q | -4.9%-$61.5K |
| AssuredPartners Investment Advisors, LLC | $1.2M | 10,242 | 0.11% | 3q | HELD |
| Relyea Zuckerberg Hanson LLC | $1.1M | 9,782 | 0.05% | 26q | +100.0%+$556.0K |
| Waverly Advisors, LLC | $1.1M | 9,245 | 0.01% | 10q | HELD |
| SBI Securities Co., Ltd. | $1.0M | 9,180 | 0.02% | 7q | -3.8%-$40.8K |
| Fortune Financial Group, Inc. | $1.0M | 8,908 | 0.79% | new | NEW |
| Advisory Services Network, LLC | $1.0M | 8,871 | 0.01% | 31q | -0.9%-$8.8K |
| SFG Wealth Management, LLC. | $935.2K | 8,226 | 0.34% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $932.6K | 8,203 | 0.00% | 31q | -4.0%-$38.9K |
| Farther Finance Advisors, LLC | $931.0K | 8,189 | 0.01% | 6q | HELD |
| TFC Financial Management, Inc. | $907.9K | 7,986 | 0.10% | 6q | HELD |
| Beacon Pointe Advisors, LLC | $893.5K | 7,859 | 0.00% | 2q | +243.8%+$633.6K |
| ShoreHaven Wealth Partners, LLC | $887.2K | 7,804 | 0.28% | 22q | -1.7%-$15.2K |
| Oxinas Partners, LLC | $834.4K | 7,340 | 0.33% | 14q | -8.7%-$79.6K |
| FIFTH THIRD BANCORP | $825.5K | 7,261 | 0.00% | 31q | -8.1%-$72.6K |
| Cerity Partners LLC | $795.2K | 6,995 | 0.00% | 5q | HELD |
| Sanctuary Advisors, LLC | $790.9K | 6,957 | 0.00% | 9q | HELD |
| Arax Advisory Partners | $776.2K | 6,828 | 0.01% | 5q | +580.1%+$662.1K |
| &PARTNERS | $774.2K | 6,810 | 0.00% | new | NEW |
| Maridea Wealth Management LLC | $769.0K | 6,764 | 0.08% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $705.4K | 6,205 | 0.00% | 4q | +1.1%+$7.5K |
| Clearwater Capital Advisors, LLC | $672.9K | 5,919 | 0.05% | 31q | -6.3%-$45.2K |
| MSH Capital Advisors LLC | $603.2K | 5,306 | 0.10% | 19q | +5.4%+$31.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $602.3K | 5,298 | 0.01% | 20q | HELD |
| Main Street Financial Solutions, LLC | $597.0K | 5,252 | 0.04% | 23q | HELD |
| Wealthspire Advisors, LLC | $593.7K | 5,222 | 0.00% | 2q | +161.1%+$366.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $592.4K | 5,211 | 0.02% | 16q | +5.4%+$30.1K |
| Passive Capital Management, LLC. | $586.7K | 5,762 | 0.18% | 19q | HELD |
| Integrated Wealth Concepts LLC | $570.0K | 5,014 | 0.00% | 2q | +20.9%+$98.7K |
Showing the largest 100 of 251 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 244 | $680.6M | 5,986,968 | 18 | 74 | 48 | 0.0% |
| Q1 2026 | 241 | $785.6M | 7,194,460 | 27 | 63 | 58 | 0.0% |
| Q4 2025 | 225 | $559.7M | 5,496,666 | 8 | 58 | 60 | 0.0% |
| Q3 2025 | 224 | $561.3M | 5,572,065 | 16 | 62 | 67 | 0.0% |
| Q2 2025 | 221 | $527.7M | 5,501,186 | 17 | 72 | 57 | 0.0% |
| Q1 2025 | 215 | $498.7M | 5,036,139 | 19 | 56 | 56 | 0.0% |
| Q4 2024 | 222 | $482.0M | 5,162,579 | 22 | 59 | 47 | 0.0% |
| Q3 2024 | 199 | $455.3M | 4,854,430 | 16 | 43 | 56 | 0.0% |
| Q2 2024 | 193 | $408.8M | 4,830,594 | 22 | 43 | 57 | 0.0% |
| Q1 2024 | 179 | $467.4M | 5,395,925 | 16 | 43 | 53 | 0.0% |
| Q4 2023 | 177 | $445.6M | 5,435,771 | 12 | 40 | 60 | 0.0% |
| Q3 2023 | 174 | $455.5M | 5,850,747 | 13 | 50 | 55 | 0.0% |
| Q2 2023 | 170 | $450.2M | 5,648,512 | 5 | 35 | 67 | 0.1% |
| Q1 2023 | 177 | $540.2M | 6,567,142 | 23 | 43 | 55 | 0.0% |
| Q4 2022 | 165 | $642.2M | 7,461,448 | 25 | 53 | 32 | 0.0% |
| Q3 2022 | 177 | $571.2M | 7,526,472 | 20 | 59 | 42 | 0.0% |
| Q2 2022 | 178 | $549.5M | 6,678,205 | 22 | 65 | 31 | 0.0% |
| Q1 2022 | 176 | $459.0M | 5,214,478 | 21 | 36 | 48 | 0.0% |
| Q4 2021 | 166 | $373.5M | 4,525,087 | 14 | 41 | 40 | 0.0% |
| Q3 2021 | 153 | $277.0M | 3,597,696 | 7 | 44 | 40 | 0.0% |
| Q2 2021 | 156 | $324.1M | 4,143,038 | 11 | 32 | 44 | 0.0% |
| Q1 2021 | 159 | $312.6M | 4,082,710 | 16 | 39 | 50 | 0.0% |
| Q4 2020 | 149 | $329.3M | 4,680,628 | 12 | 29 | 60 | 0.0% |
| Q3 2020 | 145 | $303.7M | 4,718,473 | 10 | 28 | 65 | 0.0% |
| Q2 2020 | 149 | $308.7M | 4,814,897 | 7 | 39 | 55 | 0.0% |
| Q1 2020 | 152 | $301.0M | 5,107,364 | 10 | 40 | 50 | 0.0% |
| Q4 2019 | 174 | $449.1M | 6,302,151 | 16 | 38 | 35 | 0.0% |
| Q3 2019 | 147 | $373.3M | 4,985,029 | 10 | 40 | 35 | 0.0% |
| Q2 2019 | 145 | $424.1M | 5,784,058 | 11 | 35 | 44 | 0.0% |
| Q1 2019 | 146 | $422.3M | 5,781,559 | 13 | 32 | 39 | 0.0% |
| Q4 2018 | 142 | $294.2M | 4,517,298 | 1 | 3 | 0 | 0.0% |