WisdomTree Trust - DHS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$655.8M

QoQ value delta ($000)

+$11.01M (+1.71%)

Implied price effect (QoQ)

+1.08%

Total shares

6,441,836

QoQ shares delta

+39,552 (+0.62%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
CWM, LLC	87,475	859,111	0.24%
WELLS FARGO & COMPANY/MN	53,905	529,423	0.01%
BANK OF AMERICA CORP /DE/	45,099	442,929	0.0%
Cetera Investment Advisers	40,948	402,161	0.04%
LPL Financial LLC	40,729	400,015	0.01%
Linscomb Wealth, Inc.	34,346	337,330	1.44%
MORGAN STANLEY	32,524	319,429	0.0%
INVENIO WEALTH PARTNERS LLC	18,768	184,326	6.97%
MB, LEVIS & ASSOCIATES, LLC	15,941	156,567	6.71%
Focus Partners Wealth	15,046	147,778	0.02%
Kestra Advisory Services, LLC	11,868	116,566	0.05%
ENVESTNET ASSET MANAGEMENT INC	11,845	116,340	0.0%
RAYMOND JAMES FINANCIAL INC	10,159	99,781	0.0%
AMERIPRISE FINANCIAL INC	10,141	99,599	0.0%
Stonebridge Wealth Management, LLC	9,416	92,477	8.9%
UBS Group AG	9,164	90,006	0.0%
Mariner, LLC	9,128	89,649	0.01%
Evanson Asset Management, LLC	8,110	79,658	0.44%
OSAIC HOLDINGS, INC.	7,592	74,552	0.01%
Private Advisor Group, LLC	7,355	72,236	0.03%
1 NORTH WEALTH SERVICES LLC	6,621	65,027	2.33%
ROYAL BANK OF CANADA	6,534	64,172	0.0%
PRECEDENT WEALTH PARTNERS, LLC	6,008	59,008	1.26%
Wealthspire Retirement, LLC	5,393	52,972	0.33%
JPMORGAN CHASE & CO	5,383	52,869	0.0%