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 267 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
859,127
shares
|
$86.5 Million
0.26% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
535,084
shares
|
$53.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
422,000
shares
|
$42.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
414,804
shares
|
$41.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
387,192
shares
|
$39 Million
0.05% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
337,657
shares
|
$34 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
307,659
shares
|
$31 Million
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
192,417
shares
|
$19.4 Million
7.05% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
159,151
shares
|
$16 Million
6.94% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
138,460
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
117,566
shares
|
$11.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
115,921
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,099
shares
|
$9.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
96,135
shares
|
$9.68 Million
8.31% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
94,247
shares
|
$9.49 Million
0.0% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
93,626
shares
|
$9.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,007
shares
|
$8.26 Million
0.01% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
79,915
shares
|
$8.05 Million
0.51% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
67,383
shares
|
$6.79 Million
0.04% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
62,765
shares
|
$6.32 Million
2.59% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$6.18 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
59,976
shares
|
$6.04 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
59,528
shares
|
$6 Million
0.0% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|