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 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-15.1K- 6.97% |
$1.38M - $1.51M
|
202K
$19.1M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 80.44% |
$1.49M - $1.62M
|
3.96K
$374K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 16.7% |
$1.73M - $1.88M
|
94.2K
$8.91M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.9K- 2.84% |
$2.28M - $2.49M
|
854K
$80.8M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-28.2K- 98.99% |
$2.58M - $2.81M
|
287
$27.1K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.3K- 32.88% |
$3.69M - $4.02M
|
82.3K
$7.78M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46.4K- 89.63% |
$4.25M - $4.63M
|
5.38K
$509K
|