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 253 institutions that hold shares in the stock, with a total of 6.4 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
844,212
shares
|
$82.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
508,925
shares
|
$50 Million
0.01% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
437,671
shares
|
$43 Million
0.02% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
375,540
shares
|
$36.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
369,924
shares
|
$36.3 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
345,217
shares
|
$33.9 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
305,542
shares
|
$30 Million
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
201,554
shares
|
$19.8 Million
8.39% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
159,831
shares
|
$15.7 Million
6.74% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
103,549
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
102,291
shares
|
$10 Million
5.58% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
95,355
shares
|
$9.36 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
94,155
shares
|
$9.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
83,841
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
83,021
shares
|
$8.15 Million
0.02% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
79,833
shares
|
$7.84 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
73,626
shares
|
$7.23 Million
0.01% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
67,224
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$6.02 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
60,052
shares
|
$5.9 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,789
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
51,434
shares
|
$5.05 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49,462
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|