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AdvisorShares Dorsey Wright Short ETF (DWSH) Institutional Ownership

$6.84 -0.05 (-0.73%)
As of 01/17/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright Short ETF (NASDAQ:DWSH)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$39.27K
Number of
Institutional Sellers
(last 12 months)
0
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DWSH Institutional Buying and Selling by Quarter

AdvisorShares Dorsey Wright Short ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2024Kestra Private Wealth Services LLC188,645$1.33M0.0%+3.0%8.693%
1/16/2024Raymond James & Associates127,510$898K0.0%-42.9%6.043%
1/11/2024 Worth Asset Management LLC52,619$370K0.3%-36.5%2.494%
11/8/2023Spire Wealth Management9,753$90K0.0%-22.0%0.350%
11/8/2023Kestra Private Wealth Services LLC183,067$1.68M0.1%+8.1%6.562%
10/24/2023Raymond James & Associates223,395$2.05M0.0%+1,555.0%7.950%
10/11/2023 Worth Asset Management LLC82,915$761K0.6%+2.3%2.859%
8/9/2023Kingswood Wealth Advisors LLC30,535$267K0.1%N/A1.118%
7/26/2023Janney Montgomery Scott LLC84,366$738K0.0%-9.0%3.184%
7/25/2023Raymond James & Associates13,498$118K0.0%-92.5%0.509%
7/11/2023 Worth Asset Management LLC81,040$709K0.5%+114.9%2.958%
5/11/2023EverSource Wealth Advisors LLC2,925$27K0.0%+62.5%0.068%
5/9/2023Spire Wealth Management12,500$113K0.0%+1,150.0%0.289%
4/14/2023Raymond James & Associates179,239$1.62M0.0%+241.1%4.149%
4/12/2023 Worth Asset Management LLC37,709$342K0.3%+10.7%0.873%
2/8/2023Main Street Financial Solutions LLC12,180$121K0.0%+12.6%0.290%
2/7/2023IFP Advisors Inc13,399$339K0.0%-23.0%0.319%
2/1/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,714$356K0.1%+20.3%0.850%
2/1/2023Janney Montgomery Scott LLC93,233$929K0.0%N/A2.220%
2/1/2023Kestra Private Wealth Services LLC63,403$631K0.0%-7.9%1.510%
1/31/2023Kestra Advisory Services LLC99,634$992K0.0%+3.1%2.372%
1/13/2023 Worth Asset Management LLC34,067$339K0.2%+439.3%0.841%
11/8/2022IFP Advisors Inc17,393$435K0.0%-35.0%0.359%
11/1/2022Kestra Advisory Services LLC96,672$1.07M0.0%+50.2%1.969%
10/27/2022Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,679$329K0.1%N/A0.596%
10/25/2022Raymond James & Associates18,461$205K0.0%-9.7%0.371%
10/25/2022Raymond James Financial Services Advisors Inc.704,754$7.82M0.0%+257.4%14.152%
10/7/2022 Worth Asset Management LLC6,317$70K0.1%+152.7%0.128%
10/4/2022Csenge Advisory Group137,961$1.53M0.1%-33.1%2.798%
8/15/2022Kestra Private Wealth Services LLC29,559$309K0.0%-61.6%0.575%
8/13/2022Camarda Financial Advisors LLC21,327$223K0.2%N/A0.415%
8/10/2022Cibc World Market Inc.77,792$814K0.0%N/A1.513%
7/8/2022 Worth Asset Management LLC2,500$26K0.0%+987.0%0.055%
5/26/2022Kestra Private Wealth Services LLC76,929$643K0.0%N/A2.236%
5/9/2022Csenge Advisory Group206,207$1.72M0.1%+95.9%5.986%
4/29/2022Vanguard Capital Wealth Advisors18,867$157K0.1%-5.5%0.548%
4/22/2022Main Street Financial Solutions LLC10,081$84K0.0%-13.4%0.293%
2/10/2022Csenge Advisory Group105,248$900K0.1%-11.4%2.692%
2/8/2022Raymond James & Associates22,950$195K0.0%-13.1%0.587%
2/8/2022Main Street Financial Solutions LLC11,639$99K0.0%N/A0.298%
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2/2/2022Vanguard Capital Wealth Advisors19,967$169K0.1%+17.7%0.511%
11/15/2021Royal Bank of Canada333,589$2.93M0.0%+176.9%10.033%
11/1/2021Vanguard Capital Wealth Advisors16,967$149K0.1%N/A0.493%
10/20/2021Csenge Advisory Group118,846$1.03M0.1%+12.9%3.480%
10/6/2021IFP Advisors Inc28,670$252K0.0%N/A0.888%
8/16/2021Royal Bank of Canada120,480$1.03M0.0%+601.5%3.730%
8/13/2021Stifel Financial Corp265,855$2.27M0.0%+77.5%8.231%
8/11/2021Susquehanna International Group LLP67,342$578K0.0%-37.8%2.145%
5/18/2021Citadel Advisors LLC44,982$416K0.0%-20.4%1.639%
5/17/2021Royal Bank of Canada17,174$159K0.0%-87.9%0.661%
5/14/2021Stifel Financial Corp149,790$1.39M0.0%-4.4%5.761%
4/27/2021Janney Montgomery Scott LLC151,940$1.41M0.0%N/A5.889%
3/26/2021Susquehanna International Group LLP87,615$1.00M0.0%-11.0%3.107%
2/16/2021Captrust Financial Advisors4,000$46K0.0%+185.7%0.129%
2/12/2021Stifel Financial Corp156,747$1.79M0.0%-35.9%5.056%
2/11/2021B. Riley Wealth Management Inc.24,186$276K0.0%-8.2%0.780%
2/5/2021Private Advisory Group LLC33,099$378K0.1%+63.7%1.068%
1/22/2021 International Assets Investment Management LLC6,752$77K0.0%-78.7%0.214%
11/13/2020Morgan Stanley3,699$70K0.0%+232.6%0.087%
(Data available from 1/1/2016 forward)

DWSH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWSH shares?

During the previous two years, 11 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright Short ETF. The most heavily invested institutionals were Kestra Private Wealth Services LLC ($1.33M), Kestra Advisory Services LLC ($992K), Raymond James & Associates ($898K), Janney Montgomery Scott LLC ($738K), Worth Asset Management LLC ($370K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($356K), and IFP Advisors Inc ($339K).Learn more on DWSH's institutional investors.

Which institutional investors have been buying AdvisorShares Dorsey Wright Short ETF stock?

Of the 10 institutional investors that purchased AdvisorShares Dorsey Wright Short ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($336.59K), Janney Montgomery Scott LLC ($93.23K), Worth Asset Management LLC ($48.85K), Kingswood Wealth Advisors LLC ($30.54K), Kestra Private Wealth Services LLC ($19.34K), Spire Wealth Management ($11.50K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($6.04K).

How much institutional buying is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have bought a total of 551,536 shares in the last 24 months. This purchase volume represents approximately $7.15M in transactions.

Which AdvisorShares Dorsey Wright Short ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Dorsey Wright Short ETF stock in the last 24 months: Raymond James & Associates ($261.63K), Worth Asset Management LLC ($30.30K), Janney Montgomery Scott LLC ($8.35K), Kestra Private Wealth Services LLC ($5.40K), IFP Advisors Inc ($3.99K), and Spire Wealth Management ($2.74K).

How much institutional selling is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have sold a total of 312,415 shares in the last 24 months. This volume of shares sold represents approximately $2.72M in transactions.



This page (NASDAQ:DWSH) was last updated on 1/19/2025 by MarketBeat.com Staff
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