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 256 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
844,212
shares
|
$82.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
502,731
shares
|
$49.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
423,221
shares
|
$41.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
405,319
shares
|
$39.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
375,540
shares
|
$36.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
345,217
shares
|
$33.9 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
302,065
shares
|
$29.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
206,980
shares
|
$20.3 Million
7.9% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
159,831
shares
|
$15.7 Million
6.74% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
131,632
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
120,395
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 607.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
103,549
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
95,355
shares
|
$9.36 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
95,099
shares
|
$9.34 Million
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
81,615
shares
|
$8.01 Million
0.0% of portfolio
|
Q2 2025
Added 21.41%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
79,833
shares
|
$7.84 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
78,918
shares
|
$7.75 Million
0.01% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
73,615
shares
|
$7.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
64,246
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2025
Added 240.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
63,591
shares
|
$6.24 Million
0.03% of portfolio
|
Q2 2025
Added 62.8%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$6.02 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
60,052
shares
|
$5.9 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,789
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Added 11.95%
|