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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,023
shares
|
$760,901
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
7,912
shares
|
$750,374
0.06% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
7,878
shares
|
$747,149
0.0% of portfolio
|
Q2 2024
Reduced 42.26%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
7,549
shares
|
$715,947
0.01% of portfolio
|
Q2 2024
Added 77.67%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
7,480
shares
|
$709,403
0.09% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
7,210
shares
|
$683,796
0.0% of portfolio
|
Q2 2024
Reduced 45.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
7,052
shares
|
$668,811
0.02% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,906
shares
|
$654,965
0.05% of portfolio
|
Q3 2024
Added 40.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
6,677
shares
|
$633,246
0.0% of portfolio
|
Q2 2024
Reduced 13.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
6,594
shares
|
$625,374
0.02% of portfolio
|
Q2 2024
Added 26.47%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$616,839
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
6,433
shares
|
$610,105
0.06% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,237
shares
|
$591,517
0.08% of portfolio
|
Q2 2024
Added 90.27%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 02, 2024 Q2 2024 |
6,226
shares
|
$590,473
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
6,185
shares
|
$586,585
0.31% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,172
shares
|
$585,352
0.11% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
6,123
shares
|
$580,705
0.0% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Sep 25, 2024 Q2 2024 |
6,062
shares
|
$574,920
0.19% of portfolio
|
Q2 2022
Reduced 8.58%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
5,914
shares
|
$560,883
0.01% of portfolio
|
Q3 2023
Reduced 8.75%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
5,872
shares
|
$556,900
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,624
shares
|
$533,380
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$507,773
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
5,299
shares
|
$502,557
0.01% of portfolio
|
Q2 2024
Reduced 36.43%
|
|
|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
5,275
shares
|
$500,281
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
5,262
shares
|
$499,048
0.08% of portfolio
|
Q2 2022
Reduced 4.57%
|