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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,238
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,938
shares
|
$1.1 Million
0.5% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,697
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
10,400
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Reduced 52.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,264
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$1.01 Million
2.13% of portfolio
|
Q4 2021
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9,836
shares
|
$990,780
0.03% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,049
shares
|
$911,505
0.0% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,895
shares
|
$895,993
0.01% of portfolio
|
Q3 2025
Added 83.59%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,762
shares
|
$882,596
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
8,465
shares
|
$852,679
0.49% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
8,209
shares
|
$826,892
0.09% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,550
shares
|
$760,511
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,507
shares
|
$756,180
0.05% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
7,451
shares
|
$750,539
0.05% of portfolio
|
Q3 2025
Added 257.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,451
shares
|
$750,539
0.0% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
6,764
shares
|
$681,337
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,587
shares
|
$663,508
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$655,147
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,364
shares
|
$641,045
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,353
shares
|
$639,937
0.0% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,082
shares
|
$612,639
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,885
shares
|
$592,796
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
5,762
shares
|
$580,406
0.19% of portfolio
|
Q1 2025
Reduced 4.95%
|
|