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 |
---|---|---|---|---|---|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
9,665
shares
|
$817,562
0.17% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
9,665
shares
|
$817,562
0.03% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
8,704
shares
|
$736,271
0.08% of portfolio
|
Q1 2024
Reduced 22.19%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
8,336
shares
|
$705,142
0.02% of portfolio
|
Q1 2024
Added 15.87%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
8,294
shares
|
$701,589
0.09% of portfolio
|
Q2 2022
Added 1.39%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,067
shares
|
$682,387
0.02% of portfolio
|
Q1 2024
Added 0.45%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
7,752
shares
|
$655,741
0.0% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
7,711
shares
|
$652,273
0.03% of portfolio
|
Q3 2023
Added 4.22%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
7,490
shares
|
$633,579
0.11% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Interactive Financial Advisors
Chicago, IL |
May 03, 2024 Q1 2024 |
6,797
shares
|
$574,958
0.34% of portfolio
|
Q1 2024
Reduced 63.96%
|
|
Elk River Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
6,766
shares
|
$572,335
0.12% of portfolio
|
Q4 2023
Reduced 1.27%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
6,726
shares
|
$568,952
0.07% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
6,717
shares
|
$568,191
0.01% of portfolio
|
Q1 2024
Added 17.49%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$550,173
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
6,394
shares
|
$540,868
0.0% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,335
shares
|
$535,877
0.03% of portfolio
|
Q1 2024
Reduced 81.37%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
6,062
shares
|
$512,784
0.22% of portfolio
|
Q2 2022
Reduced 8.58%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
5,914
shares
|
$500,265
0.01% of portfolio
|
Q3 2023
Reduced 8.75%
|
|
Tranquility Partners, LLC
|
May 07, 2024 Q1 2024 |
5,872
shares
|
$496,712
0.2% of portfolio
|
Q3 2021
New holding
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
5,774
shares
|
$488,422
0.09% of portfolio
|
Q1 2024
Added 4.05%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
5,624
shares
|
$475,734
0.02% of portfolio
|
Q1 2023
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$452,894
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
5,288
shares
|
$447,311
0.0% of portfolio
|
Q4 2023
Reduced 41.36%
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 22, 2024 Q1 2024 |
5,262
shares
|
$445,112
0.08% of portfolio
|
Q2 2022
Reduced 4.57%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
5,214
shares
|
$441,052
0.02% of portfolio
|
Q1 2024
Added 184.14%
|