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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,749
shares
|
$455,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,693
shares
|
$450,621
0.01% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,588
shares
|
$440,539
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
4,497
shares
|
$431,801
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,450
shares
|
$427,289
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,439
shares
|
$426,232
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
4,427
shares
|
$425,080
0.01% of portfolio
|
Q4 2021
Added 4.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$420,087
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,372
shares
|
$419,799
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,175
shares
|
$400,883
0.01% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,158
shares
|
$399,251
0.0% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
4,119
shares
|
$395,506
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,106
shares
|
$394,258
0.01% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,034
shares
|
$387,344
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$385,136
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$384,080
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$384,080
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,881
shares
|
$372,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$371,021
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$367,852
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,788
shares
|
$363,723
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
3,677
shares
|
$353,065
0.46% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$346,056
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,542
shares
|
$340,102
0.06% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$335,397
0.0% of portfolio
|
Q1 2023
Reduced 11.41%
|