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 261 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,396
shares
|
$242,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,382
shares
|
$240,724
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,325
shares
|
$234,964
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
2,306
shares
|
$233,044
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,287
shares
|
$231,124
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,275
shares
|
$229,911
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,238
shares
|
$226,172
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,222
shares
|
$224,555
0.06% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,211
shares
|
$223,443
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,205
shares
|
$222,837
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,201
shares
|
$222,433
0.02% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,195
shares
|
$221,826
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,115
shares
|
$213,741
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
2,000
shares
|
$202,120
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,785
shares
|
$180,392
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$132,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,210
shares
|
$122,282
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,200
shares
|
$121,272
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,182
shares
|
$119,452
0.01% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,159
shares
|
$117,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,102
shares
|
$111,368
0.01% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,096
shares
|
$110,761
0.0% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,085
shares
|
$109,650
0.0% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,027
shares
|
$103,788
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,000
shares
|
$101,060
0.01% of portfolio
|
Q1 2024
New holding
|