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 |
|---|---|---|---|---|---|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
10,561
shares
|
$998,964
0.54% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$992,816
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,287
shares
|
$973,047
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$945,900
2.13% of portfolio
|
Q4 2021
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,843
shares
|
$931,049
0.03% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
9,698
shares
|
$917,333
0.03% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,168
shares
|
$867,201
0.02% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
8,565
shares
|
$810,163
0.52% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
8,294
shares
|
$784,529
0.11% of portfolio
|
Q2 2022
Added 1.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,083
shares
|
$764,570
0.0% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,959
shares
|
$752,841
0.07% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
7,251
shares
|
$685,872
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,103
shares
|
$671,872
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$615,213
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,458
shares
|
$610,862
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,396
shares
|
$604,997
0.06% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,364
shares
|
$601,970
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,991
shares
|
$566,688
0.0% of portfolio
|
Q1 2025
Reduced 57.56%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
5,947
shares
|
$562,526
0.32% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,885
shares
|
$556,662
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,872
shares
|
$555,432
0.23% of portfolio
|
Q3 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,864
shares
|
$554,675
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,863
shares
|
$554,581
0.05% of portfolio
|
Q1 2025
Added 97616.67%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,818
shares
|
$550,324
0.11% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
5,762
shares
|
$545,027
0.18% of portfolio
|
Q1 2025
Reduced 4.95%
|