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 223 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
400
shares
|
$37,308
0.0% of portfolio
|
Q3 2024
Reduced 50.98%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
395
shares
|
$36,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
382
shares
|
$35,629
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
324
shares
|
$30,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
309
shares
|
$28,820
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
271
shares
|
$25,276
0.0% of portfolio
|
Q3 2024
Reduced 26.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
264
shares
|
$24,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
240
shares
|
$22,384
0.0% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
216
shares
|
$20,146
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
200
shares
|
$18,654
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$18,654
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
167
shares
|
$15,576
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
130
shares
|
$12,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$11,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
76
shares
|
$7,088
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
66
shares
|
$6,155
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
59
shares
|
$5,502
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
34
shares
|
$3,171
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
34
shares
|
$3,171
0.0% of portfolio
|
Q2 2023
Reduced 37.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
26
shares
|
$2,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,119
0.0% of portfolio
|
Q3 2023
Reduced 52.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
4
shares
|
$373
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3
shares
|
$279
0.0% of portfolio
|
Q3 2023
Reduced 99.54%
|