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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,872
shares
|
$593,424
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
5,762
shares
|
$582,307
0.18% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,624
shares
|
$568,361
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,495
shares
|
$555,324
0.09% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$541,075
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,290
shares
|
$534,607
0.04% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
5,159
shares
|
$521,368
0.06% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,151
shares
|
$520,560
0.01% of portfolio
|
Q2 2025
Added 55.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,014
shares
|
$506,714
0.01% of portfolio
|
Q2 2025
Added 58.47%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,957
shares
|
$500,954
0.02% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,945
shares
|
$499,741
0.06% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,901
shares
|
$495,295
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,845
shares
|
$489,635
0.0% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,843
shares
|
$489,433
0.13% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,805
shares
|
$485,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,792
shares
|
$484,279
0.02% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,701
shares
|
$475,083
0.02% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
4,674
shares
|
$472,354
0.32% of portfolio
|
Q3 2024
Added 130.49%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,501
shares
|
$454,871
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
4,473
shares
|
$452,041
0.06% of portfolio
|
Q2 2025
Added 66.22%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,439
shares
|
$448,605
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,383
shares
|
$442,945
0.12% of portfolio
|
Q2 2025
Added 31.7%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$442,137
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
4,366
shares
|
$441,227
0.06% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,344
shares
|
$439,004
0.01% of portfolio
|
Q3 2025
Added 3.08%
|