DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DHS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
254
Reporting holders
$695.1M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -9.9%-$5.8M |
| 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 | +4.7%+$552.7K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $9.2M | 80,844 | 0.01% | 31q | +111.0%+$4.8M |
| 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 |
| LVM CAPITAL MANAGEMENT LTD/MI | $3.3M | 28,687 | 0.27% | 31q | -1.3%-$43.8K |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | $2.4M | 20,749 | 0.00% | 31q | +2.5%+$58.3K |
| 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 |
| 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 |
| Cherry Tree Wealth Management, LLC | $1.8M | 16,249 | 0.35% | 13q | -1.5%-$29.0K |
| 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 |
| 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 |
| Merit Financial Group, LLC | $1.3M | 11,466 | 0.01% | 10q | -2.5%-$33.6K |
| 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 |
| Waverly Advisors, LLC | $1.1M | 9,245 | 0.01% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 9,200 | 0.00% | 22q | +47.8%+$338.2K |
| 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 |
| Corient Private Wealth LP | $866.2K | 7,620 | 0.00% | 2q | -2.1%-$18.4K |
| Capital Advisors, Ltd. LLC | $853.0K | 7,501 | 0.09% | 31q | -1.7%-$14.3K |
| 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 |
Showing the largest 100 of 254 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 88 | $98.6M | 880,282 | 7 | 15 | 15 | 0.0% |
| Q2 2026 | 254 | $695.1M | 6,114,626 | 19 | 73 | 54 | 0.0% |
| Q1 2026 | 251 | $738.6M | 6,763,774 | 29 | 64 | 62 | 0.0% |
| Q4 2025 | 233 | $657.4M | 6,456,088 | 8 | 59 | 64 | 0.0% |
| Q3 2025 | 233 | $661.6M | 6,568,106 | 17 | 66 | 70 | 0.0% |
| Q2 2025 | 232 | $625.4M | 6,519,629 | 18 | 74 | 63 | 0.0% |
| Q1 2025 | 226 | $604.0M | 6,097,634 | 19 | 60 | 60 | 0.0% |
| Q4 2024 | 231 | $581.0M | 6,223,542 | 23 | 62 | 50 | 0.0% |
| Q3 2024 | 208 | $556.2M | 5,934,821 | 16 | 47 | 58 | 0.0% |
| Q2 2024 | 204 | $516.3M | 6,100,651 | 23 | 44 | 62 | 0.0% |
| Q1 2024 | 194 | $609.7M | 7,036,890 | 17 | 46 | 62 | 0.0% |
| Q4 2023 | 192 | $559.5M | 6,821,633 | 14 | 41 | 68 | 0.0% |
| Q3 2023 | 187 | $560.1M | 7,190,452 | 14 | 52 | 60 | 0.0% |
| Q2 2023 | 183 | $555.2M | 6,968,155 | 5 | 36 | 74 | 0.1% |
| Q1 2023 | 200 | $672.5M | 8,175,477 | 25 | 54 | 61 | 0.0% |
| Q4 2022 | 200 | $1.2B | 13,486,766 | 31 | 64 | 43 | 0.0% |
| Q3 2022 | 176 | $4.9B | 64,783,657 | 20 | 59 | 42 | 0.0% |
| Q2 2022 | 177 | $5.2B | 63,589,736 | 22 | 65 | 32 | 0.0% |
| Q1 2022 | 175 | $2.6B | 29,582,585 | 21 | 37 | 48 | 0.0% |
| Q4 2021 | 165 | $2.5B | 30,013,073 | 14 | 41 | 40 | 0.0% |
| Q3 2021 | 152 | $1.5B | 18,972,805 | 7 | 44 | 40 | 0.0% |
| Q2 2021 | 155 | $1.1B | 13,910,760 | 11 | 32 | 44 | 0.0% |
| Q1 2021 | 156 | $1.1B | 13,767,699 | 15 | 38 | 50 | 0.0% |
| Q4 2020 | 148 | $763.9M | 10,945,856 | 12 | 29 | 60 | 0.0% |
| Q3 2020 | 145 | $750.5M | 11,867,317 | 10 | 28 | 65 | 0.0% |
| Q2 2020 | 149 | $788.7M | 12,521,183 | 7 | 40 | 55 | 0.0% |
| Q1 2020 | 151 | $928.4M | 16,191,810 | 10 | 40 | 49 | 0.0% |
| Q4 2019 | 174 | $1.3B | 17,355,087 | 16 | 38 | 35 | 0.0% |
| Q3 2019 | 146 | $904.8M | 12,121,499 | 9 | 40 | 35 | 0.0% |
| Q2 2019 | 145 | $1.2B | 17,128,702 | 11 | 35 | 44 | 0.0% |
| Q1 2019 | 146 | $1.2B | 16,937,392 | 13 | 32 | 39 | 0.0% |
| Q4 2018 | 142 | $947.4M | 14,548,257 | 1 | 3 | 0 | 0.0% |