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 243 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,038
shares
|
$297,511
0.25% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,000
shares
|
$293,790
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,951
shares
|
$288,991
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,904
shares
|
$284,388
0.0% of portfolio
|
Q2 2024
Added 11.05%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,886
shares
|
$282,625
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,877
shares
|
$281,744
0.0% of portfolio
|
Q4 2024
Added 29.48%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,874
shares
|
$281,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,839
shares
|
$278,023
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,789
shares
|
$273,126
0.12% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,649
shares
|
$259,416
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,600
shares
|
$254,618
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
2,526
shares
|
$247,371
0.2% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,514
shares
|
$246,196
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,510
shares
|
$245,804
0.03% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,505
shares
|
$245,314
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,505
shares
|
$245,314
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
2,494
shares
|
$244,237
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$242,866
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$233,269
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
2,341
shares
|
$229,254
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,325
shares
|
$227,687
0.0% of portfolio
|
Q2 2022
Added 441.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,307
shares
|
$225,924
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
2,306
shares
|
$225,826
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,252
shares
|
$220,538
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,249
shares
|
$220,244
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|