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 223 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
5,027
shares
|
$468,868
0.16% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$464,111
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,891
shares
|
$456,183
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,693
shares
|
$437,716
0.01% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,588
shares
|
$427,922
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,450
shares
|
$415,051
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
4,427
shares
|
$412,906
0.01% of portfolio
|
Q4 2021
Added 4.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$408,056
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,329
shares
|
$403,765
0.22% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,175
shares
|
$389,402
0.01% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,158
shares
|
$387,816
0.0% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
4,119
shares
|
$384,179
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$374,105
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$373,080
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$373,080
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,984
shares
|
$371,587
0.02% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,881
shares
|
$361,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$360,395
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$357,317
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,788
shares
|
$353,306
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
3,677
shares
|
$342,953
0.46% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$336,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$325,792
0.0% of portfolio
|
Q1 2023
Reduced 11.41%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
3,463
shares
|
$322,994
0.15% of portfolio
|
Q4 2023
Reduced 19.88%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,435
shares
|
$320,382
0.06% of portfolio
|
Q3 2024
Added 0.85%
|