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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,072
shares
|
$101,668
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,067
shares
|
$101,194
0.01% of portfolio
|
Q3 2023
Reduced 40.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$100,056
0.0% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,052
shares
|
$99,771
0.0% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,008
shares
|
$95,598
0.0% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$94,840
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
885
shares
|
$83,933
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
827
shares
|
$78,432
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
763
shares
|
$72,362
0.0% of portfolio
|
Q2 2020
Added 0.85%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
740
shares
|
$70,181
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
640
shares
|
$60,697
0.0% of portfolio
|
Q2 2024
Reduced 99.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$56,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
581
shares
|
$55,102
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$54,153
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
571
shares
|
$54,153
0.0% of portfolio
|
Q2 2022
Reduced 13.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
560
shares
|
$53,110
0.02% of portfolio
|
Q1 2024
Reduced 22.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
554
shares
|
$52,541
0.0% of portfolio
|
Q2 2023
Reduced 8.58%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
520
shares
|
$49,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
514
shares
|
$48,747
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
508
shares
|
$48,178
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$47,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$47,420
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
470
shares
|
$44,574
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
460
shares
|
$43,626
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
417
shares
|
$39,548
0.01% of portfolio
|
Q2 2023
Reduced 13.49%
|