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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$55,021
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$55,021
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
555
shares
|
$53,479
0.0% of portfolio
|
Q4 2024
Added 104.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
554
shares
|
$53,383
0.0% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
514
shares
|
$49,529
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$48,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
500
shares
|
$48,180
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
470
shares
|
$45,289
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
469
shares
|
$45,192
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
464
shares
|
$44,711
0.03% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
459
shares
|
$44,229
0.01% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
417
shares
|
$40,182
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
417
shares
|
$40,182
0.01% of portfolio
|
Q2 2023
Reduced 13.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
416
shares
|
$40,085
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
412
shares
|
$39,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
407
shares
|
$39,218
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
402
shares
|
$38,736
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
395
shares
|
$38,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
384
shares
|
$37,002
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
368
shares
|
$35,460
0.0% of portfolio
|
Q4 2024
Reduced 76.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
309
shares
|
$29,775
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
287
shares
|
$27,655
0.0% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
282
shares
|
$27,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
242
shares
|
$23,319
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
216
shares
|
$20,813
0.0% of portfolio
|
Q3 2023
New holding
|