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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,872
shares
|
$565,825
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,864
shares
|
$565,055
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
5,818
shares
|
$560,622
0.1% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,624
shares
|
$541,928
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$515,911
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,275
shares
|
$508,299
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,262
shares
|
$507,046
0.07% of portfolio
|
Q2 2022
Reduced 4.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,225
shares
|
$503,481
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,214
shares
|
$502,421
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,089
shares
|
$490,376
0.02% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
5,068
shares
|
$488,352
0.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,976
shares
|
$479,487
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,892
shares
|
$471,393
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,749
shares
|
$457,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,588
shares
|
$442,099
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
4,497
shares
|
$433,330
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,491
shares
|
$432,752
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,450
shares
|
$428,802
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,439
shares
|
$427,742
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
4,427
shares
|
$426,585
0.01% of portfolio
|
Q4 2021
Added 4.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$421,575
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,372
shares
|
$421,285
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,195
shares
|
$404,230
0.01% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,144
shares
|
$399,315
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
4,119
shares
|
$396,906
0.27% of portfolio
|
Q4 2023
New holding
|