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 |
|---|---|---|---|---|---|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
4,119
shares
|
$389,616
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,036
shares
|
$381,765
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,011
shares
|
$379,400
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,000
shares
|
$378,360
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,000
shares
|
$378,360
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,990
shares
|
$377,414
0.03% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
3,971
shares
|
$375,616
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,957
shares
|
$374,292
0.0% of portfolio
|
Q1 2025
Reduced 80.44%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
3,906
shares
|
$369,468
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,869
shares
|
$365,968
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,864
shares
|
$365,495
0.06% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,831
shares
|
$362,374
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
3,717
shares
|
$351,591
0.05% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,603
shares
|
$340,807
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,563
shares
|
$337,024
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
3,463
shares
|
$327,565
0.14% of portfolio
|
Q4 2023
Reduced 19.88%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,359
shares
|
$317,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,340
shares
|
$315,930
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
3,328
shares
|
$314,795
0.1% of portfolio
|
Q1 2023
Reduced 3.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,320
shares
|
$314,038
0.0% of portfolio
|
Q1 2025
Reduced 26.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,287
shares
|
$310,917
0.0% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
3,243
shares
|
$306,755
0.2% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,200
shares
|
$302,688
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
3,197
shares
|
$302,404
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,182
shares
|
$300,985
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|