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 247 institutions that hold shares in the stock, with a total of 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
47,775
shares
|
$4.52 Million
0.02% of portfolio
|
Q1 2025
Added 64.9%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
46,975
shares
|
$4.44 Million
0.37% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
39,735
shares
|
$3.76 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
39,062
shares
|
$3.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
36,169
shares
|
$3.42 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
35,977
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
35,073
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
34,803
shares
|
$3.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
34,394
shares
|
$3.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,143
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.77 Million
0.35% of portfolio
|
Q1 2023
Added 27.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,848
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,741
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
28,459
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.99%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
25,445
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
23,980
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
23,175
shares
|
$2.19 Million
0.82% of portfolio
|
Q1 2025
Added 90.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
22,885
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
20,700
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
20,220
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
20,171
shares
|
$1.91 Million
0.37% of portfolio
|
Q1 2025
Added 74.96%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,133
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,846
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.57%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.74 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|