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 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-122- 2.79% |
$11.2K - $12.2K
|
4.25K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-141- 2.77% |
$12.9K - $14.1K
|
4.95K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-144- 2.36% |
$13.2K - $14.4K
|
5.95K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-145- 26.13% |
$13.3K - $14.5K
|
410
$38.8K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-147- 5.18% |
$13.5K - $14.7K
|
2.69K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-165- 1.89% |
$15.1K - $16.5K
|
8.57K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-172- 1.64% |
$15.7K - $17.2K
|
10.3K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-196- 5.8% |
$17.9K - $19.5K
|
3.18K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-261- 1.08% |
$23.9K - $26K
|
24K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-272- 25.37% |
$24.9K - $27.1K
|
800
$75.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-283- 1.61% |
$25.9K - $28.2K
|
17.3K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-285- 1.75% |
$26.1K - $28.4K
|
16K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-292- 0.36% |
$26.7K - $29.1K
|
81K
$7.66M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-300- 4.95% |
$27.5K - $29.9K
|
5.76K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-330- 6.26% |
$30.2K - $32.9K
|
4.95K
$468K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 11.11% |
$36.6K - $39.9K
|
3.2K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-425- 0.86% |
$38.9K - $42.4K
|
49.1K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-495- 1.4% |
$45.3K - $49.4K
|
34.8K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-676- 1.84% |
$61.9K - $67.4K
|
36K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-725- 4.77% |
$66.4K - $72.3K
|
14.5K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-778- 16.38% |
$71.2K - $77.6K
|
3.97K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-814- 5.29% |
$74.5K - $81.2K
|
14.6K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-842- 6.77% |
$77.1K - $84K
|
11.6K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.13K- 4.25% |
$103K - $113K
|
25.4K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.16K- 3.11% |
$106K - $116K
|
36.2K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.17K- 26.07% |
$107K - $117K
|
3.32K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2KClosed |
$110K - $120K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.26K- 8.52% |
$116K - $126K
|
13.5K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 3.55% |
$131K - $143K
|
39.1K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 11.35% |
$139K - $152K
|
11.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 10.62% |
$219K - $239K
|
20.1K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.86K- 16.21% |
$262K - $285K
|
14.8K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.18K- 99.97% |
$291K - $317K
|
1
$94.6
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.29K- 15.37% |
$301K - $328K
|
18.1K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.56K- 48.94% |
$326K - $355K
|
3.72K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.78K- 46.79% |
$346K - $377K
|
4.3K
$406K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.49K- 10.16% |
$411K - $448K
|
39.7K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.6K- 48.13% |
$421K - $459K
|
4.96K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.29K- 71.42% |
$484K - $528K
|
2.12K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.63K- 50.83% |
$515K - $562K
|
5.45K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.8K- 38.77% |
$531K - $579K
|
9.17K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.32K- 58.82% |
$578K - $630K
|
4.42K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.7K- 2.14% |
$705K - $768K
|
352K
$33.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.84K- 40.38% |
$718K - $782K
|
11.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.01K- 99.86% |
$733K - $799K
|
11
$1.04K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.13K- 57.56% |
$744K - $811K
|
5.99K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.03K- 23.04% |
$826K - $900K
|
30.1K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.05K- 11.87% |
$829K - $903K
|
67.2K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 51.51% |
$1.04M - $1.13M
|
10.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.6K- 43.57% |
$1.33M - $1.45M
|
18.8K
$1.78M
|