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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,217
shares
|
$325,110
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,200
shares
|
$323,392
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,194
shares
|
$322,785
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
3,089
shares
|
$312,174
0.16% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,009
shares
|
$304,089
0.0% of portfolio
|
Q2 2025
Added 361.5%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$303,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,993
shares
|
$302,472
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,951
shares
|
$298,228
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,886
shares
|
$291,659
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
2,816
shares
|
$284,584
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
2,798
shares
|
$282,765
0.03% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
2,754
shares
|
$278,319
0.12% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,664
shares
|
$269,223
0.04% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,555
shares
|
$258,208
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
2,516
shares
|
$254,266
0.03% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,514
shares
|
$254,064
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,510
shares
|
$253,660
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,505
shares
|
$253,155
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,505
shares
|
$253,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
2,495
shares
|
$252,144
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$250,628
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,456
shares
|
$248,203
0.11% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$247,597
0.18% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,442
shares
|
$246,788
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$242,544
0.01% of portfolio
|
Q2 2025
Reduced 55.36%
|