Who Owns WISDOMTREE TR (DHS)? -- Institutional Holders (2026-03-31)
255 institutions reported holding $727.3M of WISDOMTREE TR (DHS) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($94.1M), WELLS FARGO & COMPANY/MN ($56.1M), MORGAN STANLEY ($53.7M), BANK OF AMERICA CORP /DE/ ($50.0M), Cetera Investment Advisers ($45.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $94.1M | 861,983 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $56.1M | 513,436 | Trimmed |
| 3 | MORGAN STANLEY | $53.7M | 491,799 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $50.0M | 457,448 | Added |
| 5 | Cetera Investment Advisers | $45.0M | 412,451 | Added |
| 6 | LPL Financial LLC | $44.0M | 402,554 | Added |
| 7 | Linscomb Wealth, Inc. | $32.5M | 297,802 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $24.6M | 225,135 | Added |
| 9 | MB, LEVIS & ASSOCIATES, LLC | $17.3M | 158,245 | Added |
| 10 | Focus Partners Wealth | $16.2M | 148,018 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 117,261 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $12.0M | 110,020 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $11.3M | 103,732 | Added |
| 14 | UBS Group AG | $9.8M | 90,125 | Added |
| 15 | Stonebridge Wealth Management, LLC | $9.3M | 85,517 | Trimmed |
| 16 | Mariner, LLC | $9.2M | 84,107 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $9.1M | 83,594 | Added |
| 18 | Evanson Asset Management, LLC | $8.4M | 76,466 | Trimmed |
| 19 | WIN ADVISORS, INC | $8.3M | 75,972 | New |
| 20 | Royal Bank of Canada | $7.3M | 66,825 | Added |
| 21 | Stratos Wealth Partners, LTD. | $7.0M | 64,065 | Added |
| 22 | 1 NORTH WEALTH SERVICES LLC | $6.9M | 62,781 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $6.8M | 62,517 | Added |
| 24 | NFP Retirement, Inc. | $6.3M | 57,235 | Added |
| 25 | PRECEDENT WEALTH PARTNERS, LLC | $6.0M | 54,777 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31