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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
52,300
shares
|
$5.29 Million
0.0% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
49,409
shares
|
$4.99 Million
0.31% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47,236
shares
|
$4.77 Million
0.11% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
46,975
shares
|
$4.75 Million
0.37% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.67 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
43,041
shares
|
$4.35 Million
2.69% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
42,636
shares
|
$4.31 Million
0.01% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
34,902
shares
|
$3.53 Million
0.62% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
34,509
shares
|
$3.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,277
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
33,896
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Added 465.78%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
32,259
shares
|
$3.26 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,455
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
31,120
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 603.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,143
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2023
Added 27.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,741
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
24,800
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
24,011
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 62.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23,972
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
23,459
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
23,009
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2025
Added 14.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
22,145
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
21,825
shares
|
$2.21 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,495
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.96%
|