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 245 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $584 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
44,229
shares
|
$4.26 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,498
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
39,168
shares
|
$3.77 Million
0.01% of portfolio
|
Q4 2024
Added 47.08%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
37,330
shares
|
$3.6 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,653
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
35,298
shares
|
$3.4 Million
0.1% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
34,399
shares
|
$3.31 Million
0.66% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,397
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,985
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.82 Million
0.35% of portfolio
|
Q1 2023
Added 27.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,972
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,741
shares
|
$2.77 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
26,575
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
24,241
shares
|
$2.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,526
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,083
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 210.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,911
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,864
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
21,403
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,848
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,232
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 576.43%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
19,780
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
19,610
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,416
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
18,442
shares
|
$1.78 Million
0.24% of portfolio
|
Q4 2024
New holding
|