Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
28.2K+ 9816.03% |
$2.58M - $2.81M
|
28.5K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1KNew |
$1.1M - $1.2M
|
12.1K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.98K+ 31.94% |
$639K - $697K
|
28.8K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.59K+ 111.03% |
$603K - $657K
|
12.5K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.86K+ 97616.67% |
$536K - $584K
|
5.86K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.93KNew |
$451K - $492K
|
4.93K
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.21KNew |
$386K - $420K
|
4.21K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.05K+ 5.15% |
$279K - $304K
|
62.3K
$5.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456New |
$41.7K - $45.5K
|
456
$41.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
156+ 8.17% |
$14.3K - $15.6K
|
2.07K
$189K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
79+ 1.1% |
$7.23K - $7.88K
|
7.25K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
75+ 2.97% |
$6.87K - $7.48K
|
2.6K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
20+ 0.66% |
$1.83K - $1.99K
|
3.06K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.18% |
$1.83K - $1.99K
|
11.3K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.11% |
$1.1K - $1.2K
|
10.6K
$968K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.54% |
$183 - $199
|
370
$33.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-6- 0.27% |
$549 - $598
|
2.25K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-122- 2.79% |
$11.2K - $12.2K
|
4.25K
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-165- 1.89% |
$15.1K - $16.5K
|
8.57K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-425- 0.86% |
$38.9K - $42.4K
|
49.1K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-778- 16.38% |
$71.2K - $77.6K
|
3.97K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.16K- 3.11% |
$106K - $116K
|
36.2K
$3.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.49K- 10.16% |
$411K - $448K
|
39.7K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-28.2K- 98.99% |
$2.58M - $2.81M
|
287
$26.3K
|