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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
49,937
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
49,409
shares
|
$4.98 Million
0.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
47,525
shares
|
$4.79 Million
0.21% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47,236
shares
|
$4.76 Million
0.11% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.65 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
43,410
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2025
Added 39.49%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
43,041
shares
|
$4.34 Million
2.69% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
42,752
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
34,554
shares
|
$3.48 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,277
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
34,068
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,045
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
33,295
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
32,259
shares
|
$3.25 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,307
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2025
Added 511.4%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.95 Million
0.35% of portfolio
|
Q1 2023
Added 27.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
28,846
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,741
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
26,963
shares
|
$2.72 Million
0.39% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
25,513
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,147
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Added 59.91%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
25,120
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
25,054
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
22,815
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,145
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 9.52%
|
|