How many shares of DHS does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 123,250 shares of DHS (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's DHS position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's DHS position is worth $14M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling DHS?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their DHS position (+5.1% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy DHS?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in DHS in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

DHS
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Current Value

$14M

Current Shares

123,250

Total Value Change

+$13.7M

Total Shares Change

+117,958

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	123,250	+5.1%	$14M	0.0%	$113.39	30
2026-Q1	Increased	117,261	+0.8%	$12.8M	0.0%	$107.93	28
2025-Q4	Increased	116,340	+0.4%	$11.8M	0.0%	$99.94	28
2025-Q3	Increased	115,921	+11.9%	$11.7M	0.0%	$97.93	31
2025-Q2	Increased	103,549	+25.9%	$9.9M	0.0%	$92.50	34
2025-Q1	Decreased	82,282	-32.9%	$8.2M	0.0%	$94.61	0
2024-Q4	Increased	122,582	+6.6%	$11.4M	0.0%	$88.54	30
2024-Q3	Increased	115,022	+15.2%	$10.8M	0.0%	$88.05	32
2024-Q2	Increased	99,819	+18.0%	$8.4M	0.0%	$78.67	32
2024-Q1	Increased	84,621	+13.7%	$7.3M	0.0%	$79.67	31
2023-Q4	Increased	74,397	+14.3%	$6.1M	0.0%	$75.03	31
2023-Q3	Decreased	65,081	-20.7%	$5.1M	0.0%	$70.34	0
2023-Q2	Decreased	82,054	-49.7%	$6.5M	0.0%	$70.96	0
2023-Q1	Decreased	163,188	-17.4%	$13.4M	0.0%	$72.60	0
2022-Q4	Increased	197,623	+206.7%	$17M	0.0%	$75.17	46
2022-Q3	Decreased	64,434	-0.4%	$4.9M	0.0%	$65.54	0
2022-Q2	Increased	64,688	+44.9%	$5.3M	0.0%	$70.39	37
2022-Q1	Increased	44,642	+52.1%	$3.9M	0.0%	$74.54	37
2021-Q4	Increased	29,346	+17.0%	$2.4M	0.0%	$69.62	30
2021-Q3	Increased	25,078	+3.5%	$1.9M	0.0%	$64.24	27
2021-Q2	Increased	24,242	+85.4%	$1.9M	0.0%	$64.68	40
2021-Q1	Increased	13,077	+11.5%	$998,000	0.0%	$62.60	28
2020-Q4	Increased	11,729	+8.1%	$814,000	0.0%	$56.51	27
2020-Q3	Increased	10,854	+4.4%	$678,000	0.0%	$49.99	26
2020-Q2	Increased	10,400	+2.5%	$648,000	0.0%	$49.39	25
2020-Q1	Increased	10,149	+18.3%	$574,000	0.0%	$44.40	29
2019-Q4	Increased	8,579	+12.7%	$659,000	0.0%	$59.92	28
2019-Q3	Decreased	7,613	-0.7%	$567,000	0.0%	$57.39	0
2019-Q2	Increased	7,663	+27.6%	$558,000	0.0%	$55.55	30
2019-Q1	Increased	6,006	+13.5%	$435,000	0.0%	$54.78	27
2018-Q4	New	5,292	-	$345,000	0.0%	$48.88	33

Other major holders of DHS: Steward Partners Investment Advisory, LLC, LPL Financial LLC

DHS31 quarters

DHS
31 quarters