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 266 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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
470
shares
|
$47,343
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
469
shares
|
$47,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
446
shares
|
$44,925
0.01% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
427
shares
|
$43,011
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
418
shares
|
$42,105
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
416
shares
|
$41,903
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
412
shares
|
$41,500
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
408
shares
|
$41,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
395
shares
|
$39,788
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
389
shares
|
$39,183
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
377
shares
|
$37,975
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
309
shares
|
$31,125
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
295
shares
|
$29,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
287
shares
|
$28,909
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
284
shares
|
$28,607
0.0% of portfolio
|
Q3 2025
Added 136.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
282
shares
|
$28,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
260
shares
|
$26,189
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
244
shares
|
$24,578
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
242
shares
|
$24,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
216
shares
|
$21,757
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$20,146
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
167
shares
|
$16,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$15,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
144
shares
|
$14,505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
135
shares
|
$13,598
0.0% of portfolio
|
Q2 2025
New holding
|
|