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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,426
shares
|
$319,543
0.0% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,359
shares
|
$313,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$311,521
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,332
shares
|
$310,775
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
3,243
shares
|
$302,474
0.18% of portfolio
|
Q4 2023
Reduced 7.21%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
3,141
shares
|
$292,961
0.01% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
3,008
shares
|
$280,556
0.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
3,000
shares
|
$279,810
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,991
shares
|
$278,970
0.0% of portfolio
|
Q3 2024
Reduced 78.03%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
2,985
shares
|
$278,410
0.27% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,951
shares
|
$275,239
0.02% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,904
shares
|
$270,856
0.01% of portfolio
|
Q2 2024
Added 11.05%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
2,886
shares
|
$269,177
0.01% of portfolio
|
Q4 2021
Reduced 49.42%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,871
shares
|
$267,778
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,833
shares
|
$264,233
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
2,774
shares
|
$258,730
0.12% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,759
shares
|
$257,331
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,691
shares
|
$250,989
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
2,637
shares
|
$245,952
0.03% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,514
shares
|
$234,480
0.03% of portfolio
|
Q4 2023
Reduced 49.94%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
2,510
shares
|
$234,107
0.03% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,505
shares
|
$233,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
2,505
shares
|
$233,641
0.0% of portfolio
|
Q1 2024
Reduced 19.32%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,495
shares
|
$232,708
0.15% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,480
shares
|
$231,309
0.01% of portfolio
|
Q4 2023
New holding
|