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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$52,354
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$52,354
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
555
shares
|
$50,887
0.0% of portfolio
|
Q4 2024
Added 104.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
554
shares
|
$50,796
0.0% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
514
shares
|
$47,128
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
500
shares
|
$45,845
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$45,845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
470
shares
|
$43,094
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
469
shares
|
$43,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
464
shares
|
$42,544
0.03% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
459
shares
|
$42,085
0.01% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
456
shares
|
$41,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
417
shares
|
$38,234
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
417
shares
|
$38,234
0.01% of portfolio
|
Q2 2023
Reduced 13.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
416
shares
|
$38,143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
412
shares
|
$37,776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
407
shares
|
$37,317
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
395
shares
|
$36,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
384
shares
|
$35,208
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
370
shares
|
$33,925
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
309
shares
|
$28,332
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
282
shares
|
$25,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
244
shares
|
$22,372
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
216
shares
|
$19,805
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$18,338
0.01% of portfolio
|
Q1 2023
New holding
|