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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
21,869
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,370
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,144
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,846
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.57%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.85 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
18,085
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 81.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
17,157
shares
|
$1.73 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
16,643
shares
|
$1.68 Million
0.92% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,525
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,925
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
15,806
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
14,995
shares
|
$1.51 Million
1.55% of portfolio
|
Q3 2025
Added 70.71%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
14,603
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,602
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
14,340
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
14,142
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,774
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
13,557
shares
|
$1.37 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
12,281
shares
|
$1.24 Million
0.76% of portfolio
|
Q3 2025
Added 162.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,014
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
11,857
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2025
Added 77.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
11,791
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
11,596
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,345
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.24%
|
|