Vault-13

WISDOMTREE TR DHS

US HIGH DIVIDEND · ETP · CUSIP 97717W208

200 institutional holders +23 vs Q3 2022
8,983,9389.0m shares reported held*
$773.0mreported value*
31 new 75 added 41 reduced 11 sold out net bought ≈ $104.6m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($494.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.05. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 177Q4 22: 200200Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022177
Q4 2022200

Biggest buyers

LPL Financial LLC Added +185,264+185.3k
One Capital Management, LLC Added +149,851+149.9k
ENVESTNET ASSET MANAGEMENT INC Added +133,189+133.2k
TRUIST FINANCIAL CORP Added +131,947+131.9k
MORGAN STANLEY Added +122,323+122.3k
BANK OF AMERICA CORP /DE/ Added +98,412+98.4k
Kestra Advisory Services, LLC Added +87,637+87.6k
WELLS FARGO & COMPANY/MN Added +83,369+83.4k
Ledge Wealth Management, Inc. New +71,148+71.1k
ROYAL BANK OF CANADA Added +48,001+48.0k

Biggest sellers

Clearwater Capital Advisors, LLC Reduced -280,398-280.4k
CITADEL ADVISORS LLC Sold out -20,667-20.7k
COMMERCE BANK Reduced -20,116-20.1k
AMERIPRISE FINANCIAL INC Reduced -13,243-13.2k
KWB Wealth Reduced -6,160-6.2k
PSI Advisors, LLC Reduced -5,935-5.9k
Journey Advisory Group, LLC Sold out -5,624-5.6k
MML INVESTORS SERVICES, LLC Reduced -5,535-5.5k
GPS Wealth Strategies Group, LLC Sold out -5,022-5.0k
CWM, LLC Reduced -4,966-5.0k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 1,424,8901.4m $122.6m $122.6m 0.11% Added +185.3k +185,264
2 CWM, LLC 0.61% of their portfolio OMAHA, NE 958,414958.4k $82.5m $82.5m 0.61% Reduced -5.0k -4,966
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 606,734606.7k $52.2m $52.2m 0.01% Added +122.3k +122,323
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 566,424566.4k $48.7m $48.7m 0.01% Added +98.4k +98,412
5 Linscomb Wealth, Inc. 2.10% of their portfolio Houston, TX 480,374480.4k $41.3m $41.3m 2.10% Added +43.4k +43,362
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 421,597421.6k $36.3m $36.3m 0.01% Added +83.4k +83,369
7 One Capital Management, LLC 1.50% of their portfolio WESTLAKE VILLAGE, CA 327,311327.3k $28.2m $28.2m 1.50% Added +149.9k +149,851
8 Cetera Advisor Networks LLC 0.20% of their portfolio EL SEGUNDO, CA 284,008284.0k $24.4m $24.4m 0.20% Added +14.9k +14,913
9 MB, LEVIS & ASSOCIATES, LLC 13.89% of their portfolio CENTER VALLEY, PA 206,364206.4k $17.8m $17.8m 13.89% First filing
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 197,623197.6k $17.0m $17.0m 0.01% Added +133.2k +133,189
11 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 173,642173.6k $14.9m $14.9m 0.03% Added +131.9k +131,947
12 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 165,937165.9k $14.3m $14.3m 0.13% Added +87.6k +87,637
13 FUKOKU MUTUAL LIFE INSURANCE Co 1.09% of their portfolio TOKYO, M0 150,000150.0k $12.9m $12.9m 1.09% Unchanged
14 WJ Wealth Management, LLC 7.25% of their portfolio GLENDALE, AZ 145,197145.2k $12.5m $12.5m 7.25% Added +5.3k +5,341
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 138,259138.3k $11.9m $11.9m 0.00% Reduced -13.2k -13,243
16 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 136,669136.7k $11.8m $11.8m 0.02% Added +357 +357
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 131,111131.1k $11.3m $11.3m 0.00% Added +48.0k +48,001
18 UBS Group AG 0.01% of their portfolio ZURICH, V8 121,768121.8k $10.5m $10.5m 0.01% Added +2.6k +2,623
19 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 107,421107.4k $9.2m $9.2m 0.02% Added +24.5k +24,522
20 PRUDENTIAL PLC 0.11% of their portfolio LONDON, X0 98,49098.5k $8.5m $8.5m 0.11% Reduced -4.4k -4,420
21 Evanson Asset Management, LLC 0.89% of their portfolio CARMEL, CA 96,18896.2k $8.3m $8.3m 0.89% Reduced -3.3k -3,330
22 Mariner, LLC 0.02% of their portfolio Overland Park, KS 78,63178.6k $6.8m $6.8m 0.02% Added +28.8k +28,822
23 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 73,35173.4k $6.3m $6.3m 0.19% Added +29.9k +29,855
24 Ledge Wealth Management, Inc. 2.79% of their portfolio SARTELL, MN 71,14871.1k $6.1m $6.1m 2.79% New
25 Cetera Advisors LLC 0.11% of their portfolio DENVER, CO 71,02171.0k $6.1m $6.1m 0.11% Added +2.7k +2,729
26 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 70,43270.4k $6.1m $6.1m 0.02% Added +6.3k +6,269
27 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 63,23763.2k $5.4m $5.4m 0.00% Added +6.0k +5,978
28 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 59,75259.8k $5.1m $5.1m 0.05% Reduced -2.5k -2,516
29 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 59,55159.6k $5.1m $5.1m 0.03% Added +28.5k +28,509
30 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 56,83756.8k $4.9m $4.9m 0.02% First filing
31 LVM CAPITAL MANAGEMENT LTD/MI 0.67% of their portfolio PORTAGE, MI 53,64053.6k $4.6m $4.6m 0.67% Added +2.5k +2,480
32 Pacific Wealth Management 2.79% of their portfolio SAN DIEGO, CA 44,12044.1k $3.8m $3.8m 2.79% New
33 Wealthspire Retirement, LLC 0.79% of their portfolio ALISO VIEJO, CA 41,63241.6k $3.6m $3.6m 0.79% Added +580 +580
34 COLONY GROUP LLC 0.05% of their portfolio Boston, MA 41,19241.2k $3.5m $3.5m 0.05% Added +7.8k +7,776
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 40,12540.1k $3.5m $3.5m 0.01% Added +34.3k +34,313
36 Avantax Planning Partners, Inc. 0.13% of their portfolio DUBUQUE, IA 39,33239.3k $3.4m $3.4m 0.13% Reduced -704 -704
37 DHK Financial Advisors, Inc. 4.61% of their portfolio PORTSMOUTH, NH 38,50538.5k $3.3m $3.3m 4.61% Added +386 +386
38 PBMares Wealth Management LLC 1.31% of their portfolio WILLIAMSBURG, VA 37,52637.5k $3.2m $3.2m 1.31% Reduced -87 -87
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 36,95137.0k $3.2m $3.2m 0.01% Added +3.3k +3,267
40 Mutual Advisors, LLC 0.13% of their portfolio OMAHA, NE 33,28633.3k $2.9m $2.9m 0.13% Added +4.3k +4,293
41 Fulcrum Equity Management 2.30% of their portfolio PLANO, TX 32,55532.6k $2.8m $2.8m 2.30% Reduced -1.5k -1,454
42 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 31,16731.2k $2.7m $2.7m 0.05% Added +1.1k +1,100
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,45928.5k $2.4m $2.4m 0.00% New
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,23527.2k $2.3m $2.3m 0.00% Added +19.7k +19,715
45 Eldridge Investment Advisors, Inc. 0.75% of their portfolio MANCHESTER, NH 25,01925.0k $2.2m $2.2m 0.75% Added +15.9k +15,861
46 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 23,35123.4k $2.0m $2.0m 0.00% Added +596 +596
47 Quantitative Advantage, LLC 0.31% of their portfolio MINNETONKA, MN 23,04123.0k $2.0m $2.0m 0.31% Added +6.3k +6,345
48 Cadence Bank 0.18% of their portfolio Tupelo, MS 22,65622.7k $1.9m $1.9m 0.18% Added +99 +99
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,18822.2k $1.9m $1.9m 0.00% Added +1.3k +1,347
50 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 21,20421.2k $1.8m $1.8m 0.05% Added +18.4k +18,389
51 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 21,07621.1k $1.8m $1.8m 0.07% Added +2 +2
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,04521.0k $1.8m $1.8m 0.00% Added +14.7k +14,657
53 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 20,88520.9k $1.8m $1.8m 0.01% Reduced -20.1k -20,116
54 ShoreHaven Wealth Partners, LLC 1.22% of their portfolio Red Bank, NJ 20,11920.1k $1.7m $1.7m 1.22% Reduced -4.1k -4,123
55 Total Clarity Wealth Management, Inc. 0.88% of their portfolio ST. CHARLES, IL 19,98720.0k $1.7m $1.7m 0.88% New
56 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 19,22119.2k $1.7m $1.7m 0.01% Added +22 +22
57 Community Bank, N.A. 0.22% of their portfolio DeWitt, NY 18,56618.6k $1.6m $1.6m 0.22% Added +928 +928
58 Global Retirement Partners, LLC 0.10% of their portfolio San Rafael, CA 17,70817.7k $1.5m $1.5m 0.10% Added +1.0k +1,001
59 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio Seattle, WA 17,10317.1k $1.5m $1.5m 0.07% Reduced -4.6k -4,648
60 Dynamic Advisor Solutions LLC 0.09% of their portfolio PHOENIX, AZ 16,08416.1k $1.4m $1.4m 0.09% Reduced -2.9k -2,909
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,67415.7k $1.3m $1.3m 0.00% Added +5.9k +5,903
62 AdvisorNet Financial, Inc 0.13% of their portfolio MINNETONKA, MN 15,53315.5k $1.3m $1.3m 0.13% Added +502 +502
63 JT Stratford LLC 0.43% of their portfolio GAINESVILLE, GA 15,46815.5k $1.3m $1.3m 0.43% Added +2.7k +2,727
64 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 14,87714.9k $1.3m $1.3m 0.01% Reduced -5.5k -5,535
65 Main Street Financial Solutions, LLC 0.20% of their portfolio NEWTOWN, PA 14,69114.7k $1.3m $1.3m 0.20% Reduced -1.8k -1,775
66 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 14,07514.1k $1.2m $1.2m 0.00% Unchanged
67 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 12,51012.5k $1.1m $1.1m 0.00% Unchanged
68 Melone Private Wealth, LLC 0.82% of their portfolio AUBURN HILLS, MI 11,28511.3k $971.2k $971.2k 0.82% Reduced -203 -203
69 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 10,93810.9k $941.0k $941.0k 0.00% Unchanged
70 StrategIQ Financial Group, LLC 0.11% of their portfolio MERRILLVILLE, IN 10,58610.6k $911.0k $911.0k 0.11% Reduced -1.2k -1,189
71 Clearwater Capital Advisors, LLC 0.12% of their portfolio HOFFMAN ESTATES, IL 10,52710.5k $906.0k $906.0k 0.12% Reduced -280.4k -280,398
72 BerganKDV Wealth Management, LLC 0.10% of their portfolio BLOOMINGTON, MN 10,49610.5k $903.3k $903.3k 0.10% Reduced -510 -510
73 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,45210.5k $744.0k $744.0k 0.02% Reduced -261 -261
74 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 10,16610.2k $874.9k $874.9k 0.00% Unchanged
75 New Legacy Group, LLC 2.68% of their portfolio New York, NY 10,00010.0k $860.6k $860.6k 2.68% Unchanged
76 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 9,9349.9k $854.9k $854.9k 0.01% Unchanged
77 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 9,6239.6k $828.2k $828.2k 0.00% Added +4.8k +4,764
78 SAXON INTERESTS, INC. 0.47% of their portfolio HOUSTON, TX 9,3259.3k $815.1k $815.1k 0.47% Added +1.2k +1,189
79 Elk River Wealth Management LLC 0.18% of their portfolio DENVER, CO 8,7088.7k $749.4k $749.4k 0.18% Reduced -750 -750
80 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,3278.3k $717.0k $717.0k 0.00% Added +4.1k +4,075
81 Capital Advisors, Ltd. LLC 0.12% of their portfolio SHAKER HEIGHTS, OH 8,2948.3k $714.0k $714.0k 0.12% Unchanged
82 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 8,2738.3k $712.0k $712.0k 0.03% Added +2.5k +2,501
83 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 8,2178.2k $707.1k $707.1k 0.02% Added +51 +51
84 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.58% of their portfolio WALTHAM, MA 7,8737.9k $677.6k $677.6k 0.58% First filing
85 Western Wealth Management, LLC 0.07% of their portfolio GOLDEN, CO 7,6277.6k $656.4k $656.4k 0.07% New
86 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 7,5747.6k $651.8k $651.8k 0.00% New
87 COLDSTREAM CAPITAL MANAGEMENT INC 0.02% of their portfolio BELLEVUE, WA 7,4317.4k $639.5k $639.5k 0.02% First filing
88 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 7,3997.4k $636.8k $636.8k 0.05% Unchanged
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3897.4k $635.0k $635.0k 0.00% Added +3.4k +3,358
90 Cooper Financial Group 0.19% of their portfolio IRVINE, CA 7,0887.1k $610.0k $610.0k 0.19% Reduced -28 -28
91 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 6,8066.8k $585.7k $585.7k 0.02% Reduced -101 -101
92 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 6,7246.7k $578.7k $578.7k 0.01% Added +5.6k +5,624
93 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 6,6836.7k $575.0k $575.0k 0.06% Added +2 +2
94 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 6,5396.5k $579.2k $579.2k 0.03% Added +2.9k +2,904
95 Claraphi Advisory Network, LLC 0.22% of their portfolio ALISO VIEJO, X1 6,5046.5k $559.7k $559.7k 0.22% Added +3.7k +3,728
96 Capital Wealth Alliance, LLC 0.45% of their portfolio Scottsdale, AZ 6,1786.2k $531.7k $531.7k 0.45% Reduced -257 -257
97 Passive Capital Management, LLC. 0.24% of their portfolio BALTIMORE, MD 6,0626.1k $521.7k $521.7k 0.24% Unchanged
98 Tranquility Partners, LLC 0.26% of their portfolio Brentwood, TN 5,8725.9k $505.3k $505.3k 0.26% Unchanged
99 EXECUTIVE WEALTH GROUP LLC 0.38% of their portfolio KIRKLAND, WA 5,8475.8k $503.2k $503.2k 0.38% Added +59 +59
100 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 5,7435.7k $494.3k $494.3k 0.00% Added +205 +205