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 |
---|---|---|---|---|---|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$48,300
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
560
shares
|
$47,370
0.02% of portfolio
|
Q1 2024
Reduced 22.54%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
554
shares
|
$46,862
0.0% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
523
shares
|
$44,240
0.0% of portfolio
|
Q3 2022
Reduced 4.56%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
514
shares
|
$43,479
0.0% of portfolio
|
Q3 2023
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
508
shares
|
$42,971
0.03% of portfolio
|
Q4 2023
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
500
shares
|
$42,295
0.01% of portfolio
|
Q1 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
500
shares
|
$42,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
456
shares
|
$38,573
0.01% of portfolio
|
Q1 2024
New holding
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
417
shares
|
$35,274
0.01% of portfolio
|
Q2 2023
Reduced 13.49%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
412
shares
|
$34,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
395
shares
|
$33,413
0.0% of portfolio
|
Q1 2024
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
347
shares
|
$29,352
0.01% of portfolio
|
Q4 2022
Reduced 14.74%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
226
shares
|
$19,117
0.0% of portfolio
|
Q1 2024
Reduced 32.74%
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
216
shares
|
$18,271
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$16,918
0.01% of portfolio
|
Q1 2023
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
200
shares
|
$16,918
0.0% of portfolio
|
Q4 2021
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
May 13, 2024 Q1 2024 |
167
shares
|
$14,126
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
161
shares
|
$13,618
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
156
shares
|
$13,196
0.0% of portfolio
|
Q4 2023
Added 1.3%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
May 14, 2024 Q1 2024 |
130
shares
|
$10,996
0.01% of portfolio
|
Q4 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
126
shares
|
$10,658
0.0% of portfolio
|
Q1 2024
Added 0.8%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
120
shares
|
$10,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
76
shares
|
$6,428
0.0% of portfolio
|
Q4 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
66
shares
|
$5,582
0.0% of portfolio
|
Q4 2023
Added 1.54%
|