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 228 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $533 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
910,979
shares
|
$86.4 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
427,014
shares
|
$40.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
393,385
shares
|
$37.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
356,786
shares
|
$33.8 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
350,444
shares
|
$33.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
342,103
shares
|
$32.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
242,321
shares
|
$23 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
216,748
shares
|
$20.6 Million
8.8% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
115,022
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,895
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
90,497
shares
|
$8.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
81,991
shares
|
$7.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
81,276
shares
|
$7.71 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
74,413
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
68,436
shares
|
$6.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
61,342
shares
|
$5.82 Million
1.96% of portfolio
|
Q4 2023
Added 0.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
58,578
shares
|
$5.56 Million
1.81% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,288
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
50,118
shares
|
$4.75 Million
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,614
shares
|
$4.61 Million
0.29% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
46,867
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
46,197
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2023
Added 35.13%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
44,229
shares
|
$4.19 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
41,723
shares
|
$3.96 Million
0.1% of portfolio
|
Q3 2024
Added 143.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
41,563
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.8%
|