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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,096
shares
|
$110,400
0.0% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,067
shares
|
$107,478
0.01% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,027
shares
|
$103,449
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,004
shares
|
$101,132
0.0% of portfolio
|
Q3 2025
Added 402.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,000
shares
|
$100,730
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
986
shares
|
$99,319
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
972
shares
|
$97,909
0.1% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
939
shares
|
$94,585
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
938
shares
|
$94,484
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
912
shares
|
$91,865
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
836
shares
|
$84,210
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
800
shares
|
$80,584
0.02% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$76,856
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
707
shares
|
$71,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
698
shares
|
$70,309
0.0% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
608
shares
|
$61,243
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$60,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
600
shares
|
$60,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$58,524
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$57,516
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$57,516
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
514
shares
|
$51,775
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
512
shares
|
$51,573
0.0% of portfolio
|
Q3 2025
Added 4166.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$50,365
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
490
shares
|
$49,357
0.0% of portfolio
|
Q3 2025
Reduced 26.32%
|
|