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 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $600 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
854,291
shares
|
$80 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
508,925
shares
|
$47.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
437,671
shares
|
$41 Million
0.02% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
373,316
shares
|
$35 Million
0.08% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
369,924
shares
|
$34.6 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
352,105
shares
|
$33 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
305,542
shares
|
$28.6 Million
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
201,554
shares
|
$18.9 Million
8.39% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
159,396
shares
|
$14.9 Million
7.34% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
102,291
shares
|
$9.58 Million
5.58% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
94,155
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
83,841
shares
|
$7.85 Million
0.0% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
83,021
shares
|
$7.78 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
82,282
shares
|
$7.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
80,984
shares
|
$7.58 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
73,626
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
67,224
shares
|
$6.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
62,258
shares
|
$5.83 Million
1.71% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$5.75 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
57,789
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
51,434
shares
|
$4.82 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49,462
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
49,142
shares
|
$4.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.86%
|