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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,624
shares
|
$566,505
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,495
shares
|
$553,511
0.09% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$539,308
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,312
shares
|
$535,077
0.01% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,293
shares
|
$533,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
5,159
shares
|
$519,666
0.06% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,945
shares
|
$498,109
0.06% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,939
shares
|
$497,505
0.13% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,933
shares
|
$496,901
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,876
shares
|
$491,159
0.02% of portfolio
|
Q2 2024
Reduced 27.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,873
shares
|
$490,857
0.0% of portfolio
|
Q3 2025
Reduced 36.04%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,843
shares
|
$487,835
0.13% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
4,728
shares
|
$476,251
0.27% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,596
shares
|
$462,955
0.02% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
4,501
shares
|
$453,385
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
4,439
shares
|
$447,140
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,436
shares
|
$446,838
0.01% of portfolio
|
Q3 2025
Reduced 32.2%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$440,693
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,370
shares
|
$440,190
0.02% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,368
shares
|
$439,988
0.01% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
4,366
shares
|
$439,787
0.06% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,344
shares
|
$437,571
0.01% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,329
shares
|
$436,060
0.22% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,195
shares
|
$422,562
0.0% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,160
shares
|
$419,036
0.03% of portfolio
|
Q3 2025
Reduced 21.36%
|
|