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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,697
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,326
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,272
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10,076
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$1.01 Million
2.13% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
9,956
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
8,947
shares
|
$904,183
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
8,784
shares
|
$887,711
1.13% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
8,465
shares
|
$855,472
0.44% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
8,209
shares
|
$829,601
0.09% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,997
shares
|
$808,176
0.06% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,636
shares
|
$771,694
0.0% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,619
shares
|
$769,976
0.01% of portfolio
|
Q2 2025
Added 53.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,583
shares
|
$766,337
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,527
shares
|
$760,678
0.0% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
7,451
shares
|
$752,998
0.05% of portfolio
|
Q3 2025
Added 257.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,587
shares
|
$665,682
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6,543
shares
|
$661,235
0.02% of portfolio
|
Q2 2025
Added 59381.82%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$657,294
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,364
shares
|
$643,145
0.0% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,084
shares
|
$614,849
0.06% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
5,904
shares
|
$596,658
0.29% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,885
shares
|
$594,738
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,878
shares
|
$594,030
0.01% of portfolio
|
Q2 2025
Added 0.24%
|