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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,164
shares
|
$299,282
0.01% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
3,058
shares
|
$289,256
0.19% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,000
shares
|
$283,770
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,951
shares
|
$279,135
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,886
shares
|
$272,986
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,874
shares
|
$271,851
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,850
shares
|
$269,581
0.05% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
2,800
shares
|
$264,852
0.13% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
2,754
shares
|
$260,500
0.16% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,692
shares
|
$254,636
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,691
shares
|
$254,541
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,600
shares
|
$245,934
0.03% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
2,530
shares
|
$239,312
0.21% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,514
shares
|
$237,799
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,510
shares
|
$237,420
0.03% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,505
shares
|
$236,947
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,505
shares
|
$236,947
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,495
shares
|
$236,002
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$234,583
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,417
shares
|
$228,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,408
shares
|
$227,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$225,313
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,325
shares
|
$219,921
0.0% of portfolio
|
Q2 2022
Added 441.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,314
shares
|
$218,881
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
2,306
shares
|
$218,124
0.02% of portfolio
|
Q3 2024
New holding
|