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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
986
shares
|
$99,645
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
972
shares
|
$98,230
0.1% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
939
shares
|
$94,895
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
938
shares
|
$94,794
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
912
shares
|
$92,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
834
shares
|
$84,284
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
800
shares
|
$80,848
0.02% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$77,108
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
707
shares
|
$71,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
698
shares
|
$70,539
0.0% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
665
shares
|
$67,204
0.0% of portfolio
|
Q2 2025
Reduced 36.97%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$60,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$60,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$58,715
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$57,705
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$57,705
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
539
shares
|
$54,471
0.0% of portfolio
|
Q2 2025
Added 157.89%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
514
shares
|
$51,944
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
500
shares
|
$50,530
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
472
shares
|
$47,700
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
470
shares
|
$47,498
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
469
shares
|
$47,397
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
446
shares
|
$45,072
0.01% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
424
shares
|
$42,849
0.0% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
423
shares
|
$42,748
0.01% of portfolio
|
Q2 2025
Added 0.95%
|