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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
432New |
$39.5K - $43.1K
|
432
$40.9K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
410+ 14.25% |
$37.5K - $40.9K
|
3.29K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
395+ 8.88% |
$36.2K - $39.4K
|
4.85K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
301+ 1.76% |
$27.6K - $30K
|
17.4K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 6.62% |
$24.4K - $26.6K
|
4.3K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
260+ 8.95% |
$23.8K - $25.9K
|
3.16K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
260+ 10.43% |
$23.8K - $25.9K
|
2.75K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
258+ 6.91% |
$23.6K - $25.7K
|
3.99K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250+ 62.19% |
$22.9K - $24.9K
|
652
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
212+ 605.71% |
$19.4K - $21.1K
|
247
$23.4K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
209New |
$19.1K - $20.8K
|
209
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
201+ 7.59% |
$18.4K - $20K
|
2.85K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
156+ 8.17% |
$14.3K - $15.6K
|
2.07K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 1.19% |
$10.4K - $11.4K
|
9.7K
$917K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99+ 2.63% |
$9.06K - $9.87K
|
3.87K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98New |
$8.97K - $9.77K
|
98
$9.27K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
79+ 1.1% |
$7.23K - $7.88K
|
7.25K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
75+ 2.97% |
$6.87K - $7.48K
|
2.6K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64+ 0.91% |
$5.86K - $6.38K
|
7.1K
$672K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
58+ 9.06% |
$5.31K - $5.78K
|
698
$66K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.51% |
$3.66K - $3.99K
|
7.96K
$753K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.59% |
$1.92K - $2.09K
|
3.56K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
20+ 0.66% |
$1.83K - $1.99K
|
3.06K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20+ 0.18% |
$1.83K - $1.99K
|
11.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
20+ 0.39% |
$1.83K - $1.99K
|
5.09K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$1.19K - $1.3K
|
3.6K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.11% |
$1.1K - $1.2K
|
10.6K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.39% |
$1.01K - $1.1K
|
2.8K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 16.67% |
$916 - $997
|
70
$6.62K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.3% |
$641 - $698
|
2.31K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4+ 0.16% |
$366 - $399
|
2.53K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$366 - $399
|
2.26K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 18.75% |
$275 - $299
|
19
$1.8K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.65% |
$275 - $299
|
467
$44.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.54% |
$183 - $199
|
370
$35K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.48% |
$183 - $199
|
419
$39.6K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$183 - $199
|
831
$78.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.83% |
$183 - $199
|
244
$23.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$91.6 - $99.7
|
385
$36.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$91.6 - $99.7
|
4.89K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.06% |
$91.6 - $99.7
|
1.78K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.45% |
$91.6 - $99.7
|
68
$6.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.01% |
$458 - $499
|
34.4K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-6- 0.27% |
$549 - $598
|
2.25K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 0.41% |
$1.56K - $1.7K
|
4.13K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-20- 0.38% |
$1.83K - $1.99K
|
5.19K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-36- 0.56% |
$3.3K - $3.59K
|
6.4K
$605K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-87- 1.9% |
$7.96K - $8.68K
|
4.5K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-87- 0.58% |
$7.96K - $8.68K
|
14.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 50.0% |
$9.16K - $9.97K
|
100
$9.46K
|