# WISDOMTREE TR (DHS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DHS/

- Reporting holders: 11
- Reported value: $19.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $9.6M | 85,976 | 8.6% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.4M | 30,414 | 0.1% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.9M | 25,972 | 0.0% | 8 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $1.8M | 15,664 | 0.9% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $813.4K | 7,264 | 0.0% | 7 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $415.9K | 3,714 | 0.0% | 23 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $308.5K | 2,754 | 0.1% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $294.5K | 2,630 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $179.4K | 1,602 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $42.5K | 379 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $32.1K | 287 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $19.8M |
| Q2 2026 | 252 | $715.1M |
| Q1 2026 | 251 | $876.4M |
| Q4 2025 | 233 | $657.4M |
| Q3 2025 | 233 | $661.6M |
| Q2 2025 | 232 | $625.4M |
| Q1 2025 | 226 | $604.0M |
| Q4 2024 | 231 | $581.0M |
| Q3 2024 | 208 | $556.2M |
| Q2 2024 | 204 | $516.3M |
| Q1 2024 | 192 | $578.4M |
| Q4 2023 | 192 | $559.5M |