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 261 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
416
shares
|
$42,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
408
shares
|
$41,232
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
395
shares
|
$39,918
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
387
shares
|
$39,110
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
377
shares
|
$38,099
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
312
shares
|
$31,530
0.0% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
309
shares
|
$31,227
0.0% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
309
shares
|
$31,227
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
295
shares
|
$29,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
287
shares
|
$29,004
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
284
shares
|
$28,701
0.0% of portfolio
|
Q3 2025
Added 136.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
282
shares
|
$28,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
267
shares
|
$26,983
0.0% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
246
shares
|
$24,860
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
216
shares
|
$21,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
215
shares
|
$21,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$20,212
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
200
shares
|
$20,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
167
shares
|
$16,877
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$15,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
135
shares
|
$13,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
130
shares
|
$13,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
129
shares
|
$13,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
125
shares
|
$12,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$10,106
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|