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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
652
shares
|
$61,672
0.0% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$56,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$54,956
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$54,010
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$54,010
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
514
shares
|
$48,619
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
500
shares
|
$47,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
500
shares
|
$47,295
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
470
shares
|
$44,457
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
469
shares
|
$44,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
467
shares
|
$44,173
0.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
456
shares
|
$43,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
432
shares
|
$40,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
419
shares
|
$39,633
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
417
shares
|
$39,444
0.01% of portfolio
|
Q2 2023
Reduced 13.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
416
shares
|
$39,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
412
shares
|
$38,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
410
shares
|
$38,781
0.0% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
395
shares
|
$37,363
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
385
shares
|
$36,417
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
370
shares
|
$34,998
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
309
shares
|
$29,228
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
282
shares
|
$26,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
247
shares
|
$23,363
0.0% of portfolio
|
Q1 2025
Added 605.71%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
244
shares
|
$23,079
0.0% of portfolio
|
Q1 2025
Added 0.83%
|