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 |
---|---|---|---|---|---|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
18,403
shares
|
$1.56 Million
0.32% of portfolio
|
Q1 2024
Added 201.29%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
18,214
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2024
Added 21.43%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
18,159
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Reduced 48.94%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
17,190
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2023
Reduced 11.1%
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
16,231
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2024
Reduced 5.23%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
14,942
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2024
Added 144.47%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
14,465
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Added 15.48%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
13,643
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 10.15%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
13,136
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
12,631
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2024
Added 61.46%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
12,388
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2023
Reduced 8.58%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
12,166
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2023
Reduced 8.7%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
11,785
shares
|
$996,893
0.01% of portfolio
|
Q1 2024
Added 1.44%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
11,723
shares
|
$991,648
0.02% of portfolio
|
Q1 2024
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
11,634
shares
|
$984,120
0.02% of portfolio
|
Q1 2024
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$966,694
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
11,170
shares
|
$944,870
0.0% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
10,891
shares
|
$921,269
0.01% of portfolio
|
Q1 2024
Added 2.83%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
10,880
shares
|
$920,339
0.0% of portfolio
|
Q1 2024
Reduced 6.32%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
10,592
shares
|
$895,977
0.03% of portfolio
|
Q1 2024
Reduced 14.03%
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
10,539
shares
|
$891,494
0.55% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$887,856
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
10,427
shares
|
$882,019
0.01% of portfolio
|
Q1 2024
Reduced 69.39%
|
|
Oxinas Partners Wealth Management LLC
|
Apr 18, 2024 Q1 2024 |
10,030
shares
|
$848,437
0.58% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$845,900
2.13% of portfolio
|
Q4 2021
New holding
|