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 |
|---|---|---|---|---|---|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,256
shares
|
$213,395
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,249
shares
|
$212,732
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,238
shares
|
$211,692
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,205
shares
|
$208,570
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
2,117
shares
|
$200,247
0.02% of portfolio
|
Q1 2025
Reduced 71.42%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
2,066
shares
|
$195,422
0.1% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,781
shares
|
$168,464
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,357
shares
|
$128,358
0.13% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,350
shares
|
$127,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$113,508
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,159
shares
|
$109,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,067
shares
|
$100,927
0.01% of portfolio
|
Q3 2023
Reduced 40.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,055
shares
|
$99,792
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,034
shares
|
$97,806
0.0% of portfolio
|
Q1 2025
Added 86.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,008
shares
|
$95,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,008
shares
|
$95,346
0.0% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$94,590
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
986
shares
|
$93,265
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
939
shares
|
$88,820
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
938
shares
|
$88,725
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
905
shares
|
$85,603
0.0% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
831
shares
|
$78,604
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
800
shares
|
$75,672
0.02% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$72,172
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
698
shares
|
$66,023
0.0% of portfolio
|
Q1 2025
Added 9.06%
|