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 222 institutions that hold shares in the stock, with a total of 5.71 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,325
shares
|
$226,617
0.0% of portfolio
|
Q2 2022
Added 441.96%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
2,306
shares
|
$224,765
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,297
shares
|
$223,888
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
2,249
shares
|
$219,210
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,247
shares
|
$219,015
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,238
shares
|
$218,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,222
shares
|
$216,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,205
shares
|
$214,921
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,140
shares
|
$208,585
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,873
shares
|
$182,561
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,690
shares
|
$164,724
0.07% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,546
shares
|
$150,688
0.01% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,469
shares
|
$143,183
0.0% of portfolio
|
Q3 2024
Added 430.32%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,240
shares
|
$120,862
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,200
shares
|
$116,964
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
1,200
shares
|
$116,964
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,160
shares
|
$113,065
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,159
shares
|
$112,967
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,100
shares
|
$107,217
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,077
shares
|
$104,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,072
shares
|
$104,487
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,067
shares
|
$104,000
0.01% of portfolio
|
Q3 2023
Reduced 40.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$102,830
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,052
shares
|
$102,538
0.0% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,008
shares
|
$98,249
0.0% of portfolio
|
Q1 2024
Reduced 13.48%
|