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 242 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,238
shares
|
$205,202
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,205
shares
|
$202,176
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,066
shares
|
$189,431
0.1% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,780
shares
|
$163,208
0.01% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,357
shares
|
$124,423
0.13% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$110,028
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$110,028
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,159
shares
|
$106,268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,100
shares
|
$100,859
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,072
shares
|
$98,291
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,067
shares
|
$97,833
0.01% of portfolio
|
Q3 2023
Reduced 40.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,055
shares
|
$96,732
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,008
shares
|
$92,423
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,008
shares
|
$92,423
0.0% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$91,690
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
986
shares
|
$90,406
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
938
shares
|
$86,005
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
905
shares
|
$82,979
0.0% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
885
shares
|
$81,145
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
829
shares
|
$76,011
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$69,959
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
652
shares
|
$59,781
0.0% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
640
shares
|
$58,681
0.0% of portfolio
|
Q2 2024
Reduced 99.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$55,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$53,271
0.0% of portfolio
|
Q3 2016
New holding
|