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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,106
shares
|
$395,654
0.01% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,036
shares
|
$388,908
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,034
shares
|
$388,716
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$386,499
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$385,440
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$385,440
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,985
shares
|
$383,994
0.0% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$372,335
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$369,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,770
shares
|
$363,277
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,645
shares
|
$351,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,600
shares
|
$346,896
0.0% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,590
shares
|
$345,932
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,542
shares
|
$341,307
0.06% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
3,463
shares
|
$333,694
0.13% of portfolio
|
Q4 2023
Reduced 19.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,378
shares
|
$325,504
0.0% of portfolio
|
Q4 2024
Reduced 37.84%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,359
shares
|
$323,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,340
shares
|
$321,842
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,328
shares
|
$320,686
0.1% of portfolio
|
Q1 2023
Reduced 3.08%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
3,243
shares
|
$312,495
0.18% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,176
shares
|
$306,039
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,038
shares
|
$292,741
0.25% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,000
shares
|
$289,080
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,951
shares
|
$284,358
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
2,935
shares
|
$282,816
0.13% of portfolio
|
Q4 2024
New holding
|