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 247 institutions that hold shares in the stock, with a total of 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,113
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,570
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
17,356
shares
|
$1.64 Million
0.9% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17,298
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
17,044
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,028
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,023
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
14,787
shares
|
$1.4 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
14,773
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
14,745
shares
|
$1.39 Million
0.94% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
14,573
shares
|
$1.38 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
14,466
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
13,545
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
12,527
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 111.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
12,056
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,042
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 93.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,869
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,831
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
11,593
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,576
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,325
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
10,922
shares
|
$1.03 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,707
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
10,676
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 104.33%
|