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 218 institutions that hold shares in the stock, with a total of 5.84 Million shares, which have been reported (via 13F filing form) to have a value of $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
910,979
shares
|
$86.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
435,646
shares
|
$41.2 Million
0.01% of portfolio
|
Q2 2024
Added 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
434,121
shares
|
$41 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
361,981
shares
|
$34.2 Million
1.59% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
361,087
shares
|
$34.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
331,354
shares
|
$31.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
247,204
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
211,842
shares
|
$20 Million
8.88% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
99,819
shares
|
$9.44 Million
0.0% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
93,938
shares
|
$8.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
92,543
shares
|
$8.75 Million
0.02% of portfolio
|
Q2 2024
Added 10.41%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
85,365
shares
|
$8.07 Million
0.59% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
74,674
shares
|
$7.06 Million
0.0% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
69,037
shares
|
$6.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
69,035
shares
|
$6.53 Million
0.01% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$5.8 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
58,578
shares
|
$5.54 Million
1.81% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,614
shares
|
$4.6 Million
0.29% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
47,949
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
46,867
shares
|
$4.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
46,747
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2024
Added 157.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
46,137
shares
|
$4.36 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.89%
|