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 223 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
41,563
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
39,446
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,687
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
37,649
shares
|
$3.51 Million
2.3% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,009
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
34,300
shares
|
$3.2 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
31,559
shares
|
$2.94 Million
0.03% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
29,261
shares
|
$2.73 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
|
$2.68 Million
0.09% of portfolio
|
Q3 2022
Reduced 17.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,479
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,373
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,631
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
25,975
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
23,975
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
22,129
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,798
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,848
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,605
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,180
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,447
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
18,821
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.72 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17,914
shares
|
$1.67 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
17,787
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,874
shares
|
$1.57 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.52%
|