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 |
---|---|---|---|---|---|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
44,832
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2024
Added 457.61%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
40,929
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2024
Reduced 34.29%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
37,499
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.72%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 29, 2024 Q1 2024 |
36,056
shares
|
$3.05 Million
2.2% of portfolio
|
Q1 2024
Added 6.49%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
35,851
shares
|
$3.03 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
Pb Mares Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
34,972
shares
|
$2.96 Million
0.8% of portfolio
|
Q1 2024
Added 0.08%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
31,427
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.22%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
30,054
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.48 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
|
$2.43 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
27,884
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
26,806
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,317
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2024
Reduced 16.22%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
23,060
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Added 10.21%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
22,140
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
21,886
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2024
Added 27.13%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
21,163
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2024
Added 97.18%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
20,852
shares
|
$1.76 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Cadence Bank
Tupelo, MS |
May 14, 2024 Q1 2024 |
20,357
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
20,291
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Shore Haven Wealth Partners, LLC
|
May 02, 2024 Q1 2024 |
20,061
shares
|
$1.7 Million
0.98% of portfolio
|
Q1 2024
Added 5.15%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
19,528
shares
|
$1.65 Million
0.43% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
19,000
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
18,720
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2024
Added 26.53%
|