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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,332
shares
|
$316,006
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
3,260
shares
|
$309,178
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 30, 2024 Q2 2024 |
3,243
shares
|
$307,566
0.17% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
3,158
shares
|
$299,504
0.14% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
3,141
shares
|
$297,892
0.01% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
3,008
shares
|
$285,278
0.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
3,000
shares
|
$284,520
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
2,985
shares
|
$283,097
0.27% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,951
shares
|
$279,872
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
2,949
shares
|
$279,683
0.02% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
2,904
shares
|
$275,415
0.01% of portfolio
|
Q2 2024
Added 11.05%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
2,886
shares
|
$273,708
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,869
shares
|
$272,095
0.03% of portfolio
|
Q1 2024
Reduced 82.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
2,827
shares
|
$268,112
0.01% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,757
shares
|
$261,473
0.02% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,691
shares
|
$255,214
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,637
shares
|
$250,093
0.03% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,514
shares
|
$238,427
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
2,510
shares
|
$238,048
0.03% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
2,505
shares
|
$237,574
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
2,505
shares
|
$237,574
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
2,495
shares
|
$236,625
0.15% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$235,203
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$225,908
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,325
shares
|
$220,503
0.0% of portfolio
|
Q2 2022
Added 441.96%
|