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 247 institutions that hold shares in the stock, with a total of 6.35 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,624
shares
|
$531,974
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,446
shares
|
$515,137
0.0% of portfolio
|
Q1 2025
Reduced 50.83%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,376
shares
|
$508,515
0.01% of portfolio
|
Q1 2025
Reduced 89.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$506,434
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
5,262
shares
|
$497,732
0.07% of portfolio
|
Q2 2022
Reduced 4.57%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,194
shares
|
$491,300
0.03% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
5,088
shares
|
$481,273
0.15% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,976
shares
|
$470,679
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,957
shares
|
$468,882
0.02% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,948
shares
|
$468,031
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
4,945
shares
|
$467,747
0.09% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,929
shares
|
$466,234
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,893
shares
|
$462,828
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,845
shares
|
$458,288
0.01% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
4,630
shares
|
$437,951
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,501
shares
|
$425,749
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,439
shares
|
$419,885
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
4,422
shares
|
$418,276
0.0% of portfolio
|
Q1 2025
Reduced 58.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$413,831
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,301
shares
|
$406,831
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,296
shares
|
$406,358
0.01% of portfolio
|
Q1 2025
Reduced 46.79%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
4,250
shares
|
$402,007
0.23% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,214
shares
|
$398,602
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
4,195
shares
|
$396,805
0.01% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,127
shares
|
$390,372
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|