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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,120
shares
|
$415,007
0.0% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,111
shares
|
$414,101
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$404,028
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$402,920
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$402,920
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
3,992
shares
|
$402,114
0.1% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,884
shares
|
$391,235
0.0% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,884
shares
|
$391,235
0.01% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$389,220
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$385,896
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,738
shares
|
$376,528
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,726
shares
|
$375,319
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,663
shares
|
$368,973
0.38% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,640
shares
|
$366,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
3,520
shares
|
$354,569
0.17% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,412
shares
|
$343,690
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,373
shares
|
$339,762
0.01% of portfolio
|
Q3 2025
Added 35.24%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,359
shares
|
$338,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,357
shares
|
$338,150
0.12% of portfolio
|
Q3 2025
Reduced 42.83%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,340
shares
|
$336,438
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
3,254
shares
|
$327,775
0.13% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,252
shares
|
$327,573
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
3,243
shares
|
$326,667
0.18% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
3,115
shares
|
$313,773
0.14% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,009
shares
|
$303,096
0.0% of portfolio
|
Q2 2025
Added 361.5%
|
|