DHS — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DHS)? 13 institutions reported holding $19.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Wealth Management, LLC ($9.6M), Avidian Wealth Enterprises, LLC ($3.4M), Apella Capital, LLC ($2.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | $9.6M | 85,976 | Added |
| 2 | Avidian Wealth Enterprises, LLC | $3.4M | 30,414 | Trimmed |
| 3 | Apella Capital, LLC | $2.9M | 25,972 | Trimmed |
| 4 | Dickmeyer Boyce Financial Management, Inc. | $1.8M | 15,664 | Added |
| 5 | Farther Finance Advisors, LLC | $813,350 | 7,264 | Trimmed |
| 6 | Capital Advisors Wealth Management, LLC | $415,902 | 3,714 | Trimmed |
| 7 | Friday Financial | $308,505 | 2,754 | Hold |
| 8 | Cooper Financial Group | $294,524 | 2,630 | Trimmed |
| 9 | CoreCap Advisors, LLC | $179,387 | 1,602 | Trimmed |
| 10 | Versant Capital Management, Inc | $42,478 | 379 | Hold |
| 11 | GAMMA Investing LLC | $32,135 | 287 | Hold |
| 12 | Retireful, LLC | $0 | 0 | Exited |
| 13 | PARK NATIONAL CORP /OH/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30