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 268 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $687 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
3,000
shares
|
$302,190
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,993
shares
|
$301,484
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,981
shares
|
$300,276
0.0% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,951
shares
|
$297,254
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,902
shares
|
$292,318
0.0% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,900
shares
|
$292,117
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,886
shares
|
$290,706
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,843
shares
|
$286,375
0.0% of portfolio
|
Q3 2025
Reduced 43.3%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,831
shares
|
$285,166
0.11% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
2,770
shares
|
$279,022
0.03% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,758
shares
|
$277,813
0.0% of portfolio
|
Q3 2025
Reduced 23.83%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
2,754
shares
|
$277,410
0.1% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
2,724
shares
|
$274,388
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
2,691
shares
|
$271,064
0.07% of portfolio
|
Q3 2025
Reduced 39.84%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,664
shares
|
$268,344
0.04% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,622
shares
|
$264,114
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
2,549
shares
|
$256,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,521
shares
|
$253,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,514
shares
|
$253,235
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
2,510
shares
|
$252,832
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,505
shares
|
$252,328
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
2,505
shares
|
$252,328
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
2,495
shares
|
$251,321
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$249,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,463
shares
|
$248,097
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|