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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,329
shares
|
$437,488
0.22% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,293
shares
|
$433,850
0.01% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,247
shares
|
$429,201
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,195
shares
|
$423,946
0.01% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,120
shares
|
$416,367
0.0% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,111
shares
|
$415,457
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
4,016
shares
|
$405,856
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$405,351
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$404,240
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$404,240
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,906
shares
|
$394,740
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$390,495
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$387,160
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,736
shares
|
$377,560
0.02% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,726
shares
|
$376,549
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,663
shares
|
$370,182
0.38% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,621
shares
|
$365,938
0.02% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
3,520
shares
|
$355,731
0.17% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,373
shares
|
$340,875
0.01% of portfolio
|
Q3 2025
Added 35.24%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,359
shares
|
$339,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,340
shares
|
$337,540
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,261
shares
|
$329,556
0.0% of portfolio
|
Q2 2025
Reduced 20.98%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
3,243
shares
|
$327,737
0.18% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,239
shares
|
$327,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
3,228
shares
|
$326,221
0.13% of portfolio
|
Q2 2025
Added 0.97%
|