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 206 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,022,428
shares
|
$86.5 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
482,654
shares
|
$40.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 32.13%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
401,368
shares
|
$34 Million
0.01% of portfolio
|
Q1 2024
Added 0.53%
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 14, 2024 Q1 2024 |
367,115
shares
|
$31.1 Million
1.64% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
362,937
shares
|
$30.7 Million
0.08% of portfolio
|
Q1 2024
Added 13477.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
338,031
shares
|
$28.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
259,232
shares
|
$21.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
198,262
shares
|
$16.8 Million
9.26% of portfolio
|
Q1 2024
Added 28.63%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
123,272
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
96,720
shares
|
$8.18 Million
0.0% of portfolio
|
Q1 2024
Added 0.89%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
88,783
shares
|
$7.51 Million
0.61% of portfolio
|
Q1 2024
Added 0.86%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
84,621
shares
|
$7.16 Million
0.0% of portfolio
|
Q1 2024
Added 13.74%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
84,446
shares
|
$7.14 Million
0.0% of portfolio
|
Q1 2024
Added 86.96%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
83,816
shares
|
$7.09 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
72,552
shares
|
$6.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
71,269
shares
|
$6.03 Million
0.06% of portfolio
|
Q1 2024
Added 10847.62%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 23, 2024 Q1 2024 |
70,860
shares
|
$5.99 Million
2.64% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
68,888
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
62,873
shares
|
$5.32 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$5.19 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
60,262
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2024
Added 15.36%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
56,938
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2024
Added 0.33%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
50,619
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2024
Added 14.72%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
46,712
shares
|
$3.95 Million
0.36% of portfolio
|
Q1 2024
Added 14.96%
|
|
Lvm Capital Management LTD
|
Apr 15, 2024 Q1 2024 |
46,550
shares
|
$3.94 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.14%
|