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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,421
shares
|
$243,867
0.1% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,396
shares
|
$241,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$239,938
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
2,370
shares
|
$238,730
0.17% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,334
shares
|
$235,103
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
2,306
shares
|
$232,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,275
shares
|
$229,160
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,257
shares
|
$227,347
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,238
shares
|
$225,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,211
shares
|
$222,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
2,209
shares
|
$222,512
0.05% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,205
shares
|
$222,109
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,201
shares
|
$221,706
0.02% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,195
shares
|
$221,102
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,115
shares
|
$213,043
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,046
shares
|
$206,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
2,000
shares
|
$201,460
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,000
shares
|
$201,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,785
shares
|
$179,803
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,416
shares
|
$142,633
0.0% of portfolio
|
Q3 2025
Added 30.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,353
shares
|
$136,287
0.0% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$132,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,159
shares
|
$116,746
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,102
shares
|
$111,004
0.01% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,100
shares
|
$110,803
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|