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 206 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vaughan & CO Securities, Inc.
|
May 01, 2024 Q1 2024 |
3,243
shares
|
$274,325
0.18% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
3,143
shares
|
$265,866
0.04% of portfolio
|
Q1 2024
Reduced 35.22%
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 13, 2024 Q1 2024 |
3,140
shares
|
$265,612
0.15% of portfolio
|
Q1 2024
Added 0.38%
|
|
Efficient Advisors, LLC
|
May 09, 2024 Q1 2024 |
3,068
shares
|
$259,522
0.02% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
3,034
shares
|
$256,646
0.23% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
3,010
shares
|
$254,615
0.01% of portfolio
|
Q1 2024
Added 5.43%
|
|
West Coast Financial LLC
|
Apr 12, 2024 Q1 2024 |
3,000
shares
|
$253,770
0.03% of portfolio
|
Q4 2020
New holding
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
2,985
shares
|
$252,501
0.27% of portfolio
|
Q3 2023
Added 0.24%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
2,956
shares
|
$250,048
0.0% of portfolio
|
Q1 2024
Reduced 14.37%
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
2,951
shares
|
$249,625
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
2,887
shares
|
$244,211
0.06% of portfolio
|
Q1 2024
New holding
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
2,886
shares
|
$244,126
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
2,869
shares
|
$242,688
0.03% of portfolio
|
Q1 2024
Reduced 82.01%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
2,853
shares
|
$241,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 14, 2024 Q1 2024 |
2,850
shares
|
$241,081
0.19% of portfolio
|
Q1 2024
New holding
|
|
Virtus Family Office LLC
El Paso, TX |
May 14, 2024 Q1 2024 |
2,765
shares
|
$233,891
0.38% of portfolio
|
Q1 2024
Added 2.33%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
2,730
shares
|
$230,930
0.03% of portfolio
|
Q3 2021
Reduced 12.5%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
2,705
shares
|
$228,815
0.02% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
2,615
shares
|
$221,202
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,514
shares
|
$212,659
0.04% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
2,505
shares
|
$211,897
0.01% of portfolio
|
Q4 2023
New holding
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
2,505
shares
|
$211,897
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$209,783
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,477
shares
|
$209,529
0.0% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$201,493
0.01% of portfolio
|
Q3 2022
New holding
|