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 243 institutions that hold shares in the stock, with a total of 6.05 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
879,239
shares
|
$86.9 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
489,707
shares
|
$48.4 Million
0.01% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
388,493
shares
|
$38.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
359,806
shares
|
$35.6 Million
1.7% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
350,927
shares
|
$34.7 Million
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
346,391
shares
|
$34.2 Million
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
266,671
shares
|
$26.4 Million
0.0% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
216,646
shares
|
$21.4 Million
8.47% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
122,582
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
113,029
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
81,276
shares
|
$8.03 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
79,728
shares
|
$7.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
78,441
shares
|
$7.75 Million
0.0% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
76,275
shares
|
$7.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
65,912
shares
|
$6.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$6.06 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
59,208
shares
|
$5.85 Million
1.8% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,622
shares
|
$5.1 Million
0.0% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
49,567
shares
|
$4.9 Million
0.35% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
48,639
shares
|
$4.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
46,439
shares
|
$4.59 Million
0.34% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.57 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
44,229
shares
|
$4.37 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.14%
|