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 228 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $533 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
2,505
shares
|
$237,574
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,505
shares
|
$237,574
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,495
shares
|
$236,625
0.15% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$235,203
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$225,908
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
2,341
shares
|
$222,020
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,325
shares
|
$220,503
0.0% of portfolio
|
Q2 2022
Added 441.96%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
2,306
shares
|
$218,701
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,297
shares
|
$217,847
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,255
shares
|
$213,864
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,247
shares
|
$213,105
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,238
shares
|
$212,251
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,232
shares
|
$211,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,222
shares
|
$210,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,205
shares
|
$209,122
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,873
shares
|
$177,635
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,690
shares
|
$160,279
0.07% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,469
shares
|
$139,319
0.0% of portfolio
|
Q3 2024
Added 430.32%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,240
shares
|
$117,601
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,200
shares
|
$113,808
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,200
shares
|
$113,808
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,160
shares
|
$110,014
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,159
shares
|
$109,919
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,100
shares
|
$104,324
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,077
shares
|
$102,142
0.0% of portfolio
|
Q2 2024
New holding
|