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 |
|---|---|---|---|---|---|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.77 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
17,868
shares
|
$1.72 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
17,632
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
17,581
shares
|
$1.69 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,570
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,055
shares
|
$1.64 Million
0.78% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,488
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,308
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
15,387
shares
|
$1.48 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
15,191
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
14,972
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
14,874
shares
|
$1.43 Million
1.75% of portfolio
|
Q4 2024
Added 304.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,807
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,866
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 60.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,388
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
12,435
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
12,175
shares
|
$1.17 Million
0.39% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,042
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2024
Added 93.07%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
11,529
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,305
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,251
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,076
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,737
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 74.17%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
10,549
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.28%
|