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 |
---|---|---|---|---|---|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
2,352
shares
|
$198,955
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,325
shares
|
$196,671
0.0% of portfolio
|
Q2 2022
Added 441.96%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
2,323
shares
|
$196,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
2,316
shares
|
$195,910
0.02% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
2,276
shares
|
$192,526
0.02% of portfolio
|
Q1 2024
Added 0.35%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
2,205
shares
|
$186,520
0.02% of portfolio
|
Q4 2021
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,833
shares
|
$155,053
0.01% of portfolio
|
Q1 2024
Added 0.11%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
1,353
shares
|
$114,450
0.0% of portfolio
|
Q1 2024
Reduced 26.11%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,258
shares
|
$106,414
0.0% of portfolio
|
Q1 2024
Added 14.36%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,237
shares
|
$104,637
0.01% of portfolio
|
Q2 2023
Reduced 64.77%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
1,200
shares
|
$101,508
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
1,200
shares
|
$101,508
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,165
shares
|
$98,547
0.0% of portfolio
|
Q4 2023
Reduced 47.31%
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
1,160
shares
|
$98,124
0.07% of portfolio
|
Q4 2021
New holding
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jun 17, 2024 Q1 2024 |
1,072
shares
|
$90,680
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
1,067
shares
|
$90,257
0.01% of portfolio
|
Q3 2023
Reduced 40.72%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
1,061
shares
|
$89,749
0.04% of portfolio
|
Q1 2024
Added 177.75%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,052
shares
|
$88,988
0.0% of portfolio
|
Q4 2023
Added 1.45%
|
|
Independence Bank Of Kentucky
|
Apr 16, 2024 Q1 2024 |
1,000
shares
|
$84,590
0.03% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
885
shares
|
$74,862
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
822
shares
|
$69,532
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
816
shares
|
$69,025
0.0% of portfolio
|
Q1 2024
Added 9.97%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$64,542
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$49,146
0.0% of portfolio
|
Q3 2016
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$48,300
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|