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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,459
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$963,600
2.13% of portfolio
|
Q4 2021
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
9,584
shares
|
$923,514
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,557
shares
|
$920,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
8,730
shares
|
$841,222
0.5% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
8,294
shares
|
$799,209
0.1% of portfolio
|
Q2 2022
Added 1.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,073
shares
|
$777,914
0.01% of portfolio
|
Q4 2024
Added 135.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,023
shares
|
$773,096
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
8,017
shares
|
$772,518
0.02% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,960
shares
|
$767,025
0.0% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,919
shares
|
$763,074
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
7,407
shares
|
$713,738
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
7,280
shares
|
$701,500
0.08% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,172
shares
|
$691,093
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,039
shares
|
$678,278
0.0% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,036
shares
|
$677,988
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$626,725
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,432
shares
|
$619,787
0.06% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,364
shares
|
$613,235
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,346
shares
|
$611,500
0.1% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,097
shares
|
$587,506
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
6,091
shares
|
$586,928
0.31% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
6,062
shares
|
$584,134
0.2% of portfolio
|
Q2 2022
Reduced 8.58%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,885
shares
|
$567,078
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|