DHS — WISDOMTREE TR

Ownership history in Corient Private Wealth LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in WISDOMTREE TR (DHS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,774 -19,450 -58.5% 0.00% $1.4M $99.45
2025 Q2 ADDED 33,224 +15,111 +83.4% 0.00% $3.2M $93.94
2025 Q1 REDUCED 18,113 -3,290 -15.4% 0.00% $1.8M $96.09
2024 Q4 REDUCED 21,403 -7,457 -25.8% 0.00% $2.0M $89.92
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DHS price (monthly, adj. close)

Other funds also holding DHS

As of 2025 Q4 — sorted by position size

INVENIO WEALTH PARTNERS LLC 6.97% Catalyst Investment Management LLC 3.21% Linscomb Wealth, Inc. 3Y 7Y 1.44% Virtus Family Office LLC 3Y 1.31% PRECEDENT WEALTH PARTNERS, LLC 1.26% Barnes Wealth Management Group, Inc 0.88% Melone Private Wealth, LLC 3Y 0.47% ShoreHaven Wealth Partners, LLC 3Y 0.46% Evanson Asset Management, LLC 3Y 7Y 0.44% Oxinas Partners, LLC 3Y 0.41%
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