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 |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
5,206
shares
|
$440,375
0.01% of portfolio
|
Q3 2023
Reduced 7.63%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
5,152
shares
|
$435,807
0.27% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 22, 2024 Q1 2024 |
4,990
shares
|
$422,104
0.19% of portfolio
|
Q1 2024
New holding
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Apr 11, 2024 Q1 2024 |
4,923
shares
|
$416,436
0.15% of portfolio
|
Q1 2024
Added 0.74%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
4,903
shares
|
$414,744
0.04% of portfolio
|
Q1 2024
Added 46.36%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
4,450
shares
|
$376,425
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
4,427
shares
|
$374,479
0.01% of portfolio
|
Q4 2021
Added 4.34%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$370,081
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
4,372
shares
|
$369,827
0.0% of portfolio
|
Q1 2024
Reduced 35.64%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
4,249
shares
|
$359,422
0.0% of portfolio
|
Q3 2023
Reduced 0.98%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
May 07, 2024 Q1 2024 |
4,119
shares
|
$348,426
0.26% of portfolio
|
Q4 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
4,016
shares
|
$339,713
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$339,290
0.14% of portfolio
|
Q3 2023
New holding
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$338,360
0.13% of portfolio
|
Q4 2022
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$338,360
0.13% of portfolio
|
Q4 2022
New holding
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 09, 2024 Q1 2024 |
3,965
shares
|
$335,399
0.01% of portfolio
|
Q1 2021
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$324,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,567
shares
|
$301,732
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
3,531
shares
|
$298,687
0.02% of portfolio
|
Q1 2024
Added 4.59%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
3,525
shares
|
$298,179
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
3,493
shares
|
$295,472
0.0% of portfolio
|
Q1 2023
Reduced 11.41%
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 25, 2024 Q1 2024 |
3,463
shares
|
$292,935
0.16% of portfolio
|
Q4 2023
Reduced 19.88%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
3,370
shares
|
$285,068
0.06% of portfolio
|
Q1 2024
Added 0.66%
|
|
Schnieders Capital Management LLC
|
Apr 25, 2024 Q1 2024 |
3,340
shares
|
$282,530
0.06% of portfolio
|
Q2 2021
New holding
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
3,278
shares
|
$277,286
0.04% of portfolio
|
Q1 2024
New holding
|