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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
20,144
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
18,981
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,846
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.57%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.86 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
17,257
shares
|
$1.74 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
16,613
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,525
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
15,872
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
15,829
shares
|
$1.6 Million
0.9% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
15,806
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,726
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 297.42%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
14,748
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
14,340
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
13,557
shares
|
$1.37 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,545
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,465
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,042
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2024
Added 93.07%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
11,857
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Added 77.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
11,791
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,679
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
11,284
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,102
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,938
shares
|
$1.11 Million
0.5% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
10,922
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2025
New holding
|