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 228 institutions that hold shares in the stock, with a total of 5.68 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
39,446
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,687
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
37,330
shares
|
$3.58 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
35,298
shares
|
$3.39 Million
0.1% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
34,399
shares
|
$3.3 Million
0.66% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
31,559
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.81 Million
0.35% of portfolio
|
Q1 2023
Added 27.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,741
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,479
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,373
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,631
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
25,975
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
23,975
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,864
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,798
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,848
shares
|
$2 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,605
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,180
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
19,610
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
18,821
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.77 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17,914
shares
|
$1.72 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
17,787
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,570
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,055
shares
|
$1.64 Million
0.78% of portfolio
|
Q4 2024
Added 1.07%
|