Institutional Ownership Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS). We have compiled data on the 268 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $687 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
130
shares
|
$13,094
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
125
shares
|
$12,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
100
shares
|
$10,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
100
shares
|
$10,073
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
68
shares
|
$6,849
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
66
shares
|
$6,648
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
34
shares
|
$3,424
0.0% of portfolio
|
Q2 2025
Reduced 51.43%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
32
shares
|
$3,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
26
shares
|
$2,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
23
shares
|
$2,316
0.0% of portfolio
|
Q3 2025
Reduced 92.63%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
14
shares
|
$1,410
0.0% of portfolio
|
Q3 2025
Reduced 93.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13
shares
|
$1,309
0.0% of portfolio
|
Q3 2025
Reduced 95.79%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
4
shares
|
$402
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4
shares
|
$402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3
shares
|
$302
0.0% of portfolio
|
Q3 2023
Reduced 99.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$100
0.0% of portfolio
|
Q3 2025
Reduced 98.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|