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 245 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $584 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$19,272
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$19,272
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
182
shares
|
$17,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
167
shares
|
$16,092
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
130
shares
|
$12,526
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
125
shares
|
$12,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
120
shares
|
$11,563
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$7,323
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
69
shares
|
$6,648
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
66
shares
|
$6,359
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
60
shares
|
$5,781
0.0% of portfolio
|
Q4 2024
Added 76.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
59
shares
|
$5,685
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
35
shares
|
$3,372
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
26
shares
|
$2,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16
shares
|
$1,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
12
shares
|
$1,156
0.0% of portfolio
|
Q3 2023
Reduced 52.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$578
0.06% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
4
shares
|
$385
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
3
shares
|
$289
0.0% of portfolio
|
Q3 2023
Reduced 99.54%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1
shares
|
$96
0.0% of portfolio
|
Q4 2024
New holding
|