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 242 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
6,062
shares
|
$555,824
0.2% of portfolio
|
Q2 2022
Reduced 8.58%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,885
shares
|
$539,595
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,872
shares
|
$538,403
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,864
shares
|
$537,670
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,863
shares
|
$537,578
0.05% of portfolio
|
Q1 2025
Added 97616.67%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,818
shares
|
$533,452
0.11% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,624
shares
|
$515,664
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$490,908
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,275
shares
|
$483,664
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
5,262
shares
|
$482,472
0.07% of portfolio
|
Q2 2022
Reduced 4.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,225
shares
|
$479,080
0.01% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,214
shares
|
$478,071
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
5,068
shares
|
$464,684
0.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,976
shares
|
$456,249
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,948
shares
|
$453,682
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,929
shares
|
$451,940
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,892
shares
|
$448,547
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,588
shares
|
$420,673
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,491
shares
|
$411,779
0.01% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,450
shares
|
$408,020
0.0% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,439
shares
|
$407,011
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,375
shares
|
$401,143
0.08% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
4,250
shares
|
$389,682
0.23% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,214
shares
|
$386,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,195
shares
|
$384,639
0.01% of portfolio
|
Q4 2024
Added 20.1%
|