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 223 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,882
shares
|
$735,154
0.07% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,503
shares
|
$699,804
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
7,480
shares
|
$697,659
0.09% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,119
shares
|
$663,989
0.0% of portfolio
|
Q3 2024
Reduced 72.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,080
shares
|
$660,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
7,052
shares
|
$657,740
0.02% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,989
shares
|
$651,864
0.0% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,906
shares
|
$644,122
0.05% of portfolio
|
Q3 2024
Added 40.51%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,504
shares
|
$606,628
0.23% of portfolio
|
Q4 2022
Reduced 98.84%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,433
shares
|
$600,005
0.06% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,421
shares
|
$598,886
0.01% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,284
shares
|
$586,108
0.11% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
6,185
shares
|
$576,874
0.31% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,172
shares
|
$575,662
0.11% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
6,062
shares
|
$565,402
0.2% of portfolio
|
Q2 2022
Reduced 8.58%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,872
shares
|
$547,681
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,864
shares
|
$546,935
0.01% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,624
shares
|
$524,550
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,434
shares
|
$506,829
0.0% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,354
shares
|
$499,367
0.0% of portfolio
|
Q3 2023
Reduced 27.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,289
shares
|
$493,305
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,275
shares
|
$491,999
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
5,262
shares
|
$490,786
0.08% of portfolio
|
Q2 2022
Reduced 4.57%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,089
shares
|
$474,651
0.02% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,088
shares
|
$474,557
0.0% of portfolio
|
Q2 2024
Reduced 3.78%
|