DHS institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding251
Shares held6,096,958
Reported value$693.1m
Quarter flows21 new, 90 added, 59 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY501,674$57.0m0.0%
BANK OF AMERICA CORP /DE/474,272$53.9m0.0%
WELLS FARGO & COMPANY/MN462,536$52.6m0.0%
Cetera Investment Advisers424,978$48.3m0.0%
LPL Financial LLC396,419$45.1m0.0%
Linscomb Wealth, Inc.289,052$32.9m1.4%
Kestra Advisory Services, LLC235,268$26.7m0.1%
MB, LEVIS & ASSOCIATES, LLC158,666$18.0m6.6%
Focus Partners Wealth144,531$16.4m0.0%
ENVESTNET ASSET MANAGEMENT INC123,250$14.0m0.0%
GOLDMAN SACHS GROUP INC114,895$13.1m0.0%
AMERIPRISE FINANCIAL INC108,599$12.3m0.0%
RAYMOND JAMES FINANCIAL INC107,831$12.3m0.0%
OSAIC HOLDINGS, INC.97,102$11.0m0.0%
UBS Group AG90,675$10.3m0.0%
Stonebridge Wealth Management, LLC85,714$9.7m8.7%
Cambridge Investment Research Advisors, Inc.80,844$9.2m0.0%
NewEdge Advisors, LLC80,276$9.1m0.0%
Evanson Financial, LLC76,243$8.7m0.4%
Mariner, LLC72,592$8.3m0.0%
ROYAL BANK OF CANADA69,704$7.9m0.0%
Stratos Wealth Partners, LTD.66,622$7.6m0.1%
1 NORTH WEALTH SERVICES LLC65,441$7.4m2.4%
JPMORGAN CHASE & CO64,790$7.4m0.0%
Global Retirement Partners, LLC64,319$7.3m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DHS"). DHS price history · All 13F data

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