Purchases and Sales Made in Q3 2025 in Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.3K+ 63.05% |
$1.76M - $1.86M
|
47.2K
$4.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 1.77% |
$1.44M - $1.52M
|
859K
$86.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.35K+ 17.31% |
$612K - $647K
|
43K
$4.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.36K+ 257.02% |
$517K - $546K
|
7.45K
$753K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.17K+ 77.39% |
$499K - $527K
|
11.9K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.56KNew |
$246K - $260K
|
2.56K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.52KNew |
$243K - $257K
|
2.52K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2KNew |
$193K - $204K
|
2K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
BUY
|
- |
2KNew |
$193K - $204K
|
2K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.7K+ 11.44% |
$164K - $173K
|
16.5K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 6.7% |
$132K - $140K
|
21.9K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
912New |
$87.9K - $92.9K
|
912
$92.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 35.24% |
$84.8K - $89.5K
|
3.37K
$341K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
357+ 3.37% |
$34.4K - $36.3K
|
10.9K
$1.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 5.26% |
$31.7K - $33.5K
|
6.59K
$666K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
295New |
$28.4K - $30K
|
295
$29.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
212+ 5.42% |
$20.4K - $21.6K
|
4.12K
$416K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
164+ 136.67% |
$15.8K - $16.7K
|
284
$28.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
130+ 3.08% |
$12.5K - $13.2K
|
4.34K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
82+ 0.1% |
$7.91K - $8.35K
|
79.9K
$8.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36+ 0.84% |
$3.47K - $3.67K
|
4.33K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.78% |
$2.8K - $2.95K
|
3.73K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26+ 0.74% |
$2.51K - $2.65K
|
3.52K
$356K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.8% |
$289 - $305
|
377
$38.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$289 - $305
|
2.2K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.11% |
$193 - $204
|
1.79K
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.11% |
$1.64K - $1.73K
|
15.8K
$1.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 2.59% |
$6.46K - $6.82K
|
2.52K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-76- 0.13% |
$7.33K - $7.74K
|
60K
$6.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 1.11% |
$8.87K - $9.37K
|
8.21K
$830K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-103- 1.96% |
$9.93K - $10.5K
|
5.16K
$521K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-118- 0.99% |
$11.4K - $12K
|
11.8K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-181- 4.71% |
$17.5K - $18.4K
|
3.66K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-251- 1.82% |
$24.2K - $25.6K
|
13.6K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-275- 5.37% |
$26.5K - $28K
|
4.84K
$489K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-284- 9.21% |
$27.4K - $28.9K
|
2.8K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-287- 4.96% |
$27.7K - $29.2K
|
5.5K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-348- 1.0% |
$33.6K - $35.4K
|
34.6K
$3.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-414- 8.66% |
$39.9K - $42.2K
|
4.37K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-456- 4.09% |
$44K - $46.4K
|
10.7K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-680- 0.43% |
$65.6K - $69.2K
|
159K
$16.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.41K- 4.18% |
$136K - $143K
|
32.3K
$3.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-2.34K- 2.37% |
$225K - $238K
|
96.1K
$9.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.07K- 8.21% |
$296K - $312K
|
34.3K
$3.46M
|