Latest Institutional Transactions on Wisdomtree Tr U.S (DHS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S (DHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6- 8.0% |
$556 - $603
|
69
$6.88K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-139- 3.33% |
$12.9K - $14K
|
4.04K
$403K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.41KNew |
$686K - $745K
|
7.41K
$739K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1K+ 24.21% |
$936K - $1.02M
|
51.8K
$5.17M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-204- 1.74% |
$18.9K - $20.5K
|
11.5K
$1.15M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.56KNew |
$886K - $961K
|
9.56K
$953K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
282New |
$26.1K - $28.4K
|
282
$28.1K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.21KNew |
$483K - $524K
|
5.21K
$520K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-202- 4.3% |
$18.7K - $20.3K
|
4.49K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 15.72% |
$1.32M - $1.43M
|
76.3K
$7.61M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.34% |
$1.3K - $1.41K
|
4.14K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.29K+ 1.25% |
$397K - $431K
|
346K
$34.5M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.4KNew |
$1.71M - $1.85M
|
18.4K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-156- 1.47% |
$14.5K - $15.7K
|
10.5K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.44% |
$927 - $1.01K
|
2.31K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
493+ 1.73% |
$45.7K - $49.6K
|
29K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
284+ 104.8% |
$26.3K - $28.6K
|
555
$55.4K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$185 - $201
|
829
$82.7K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-172- 15.97% |
$15.9K - $17.3K
|
905
$90.3K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.46K+ 10.91% |
$135K - $146K
|
14.8K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
702+ 20.1% |
$65K - $70.6K
|
4.2K
$418K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2K+ 576.43% |
$1.6M - $1.73M
|
20.2K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 1.21% |
$463 - $503
|
417
$41.6K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
938New |
$86.9K - $94.3K
|
938
$93.6K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-991- 11.07% |
$91.8K - $99.7K
|
7.96K
$794K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-483- 4.18% |
$44.8K - $48.6K
|
11.1K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.06K- 37.84% |
$191K - $207K
|
3.38K
$337K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-22- 0.13% |
$2.04K - $2.21K
|
16.5K
$1.64M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.4K+ 10.05% |
$2.26M - $2.45M
|
267K
$26.6M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.03K- 2.74% |
$95.8K - $104K
|
36.7K
$3.66M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 9.32% |
$178K - $193K
|
22.5K
$2.25M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.65KNew |
$245K - $266K
|
2.65K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.03K+ 5.41% |
$373K - $405K
|
78.4K
$7.82M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 2.95% |
$137K - $149K
|
48.6K
$4.85M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15K+ 210.2% |
$1.39M - $1.51M
|
22.1K
$2.2M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37+ 0.47% |
$3.43K - $3.72K
|
7.92K
$790K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
304+ 0.66% |
$28.2K - $30.6K
|
46.4K
$4.63M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.18K+ 31.09% |
$294K - $319K
|
13.4K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16New |
$1.48K - $1.61K
|
16
$1.6K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-285- 1.87% |
$26.4K - $28.7K
|
15K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.19K- 6.32% |
$110K - $120K
|
17.6K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.6K+ 10.84% |
$241K - $262K
|
26.6K
$2.65M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 29.25% |
$138K - $150K
|
3.6K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
483+ 0.14% |
$44.8K - $48.6K
|
351K
$35M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$92.7 - $101
|
1
$99.7
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
17.9KNew |
$1.66M - $1.8M
|
17.9K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-464- 6.18% |
$43K - $46.7K
|
7.04K
$702K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 3.69% |
$234K - $254K
|
65.9K
$6.57M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.82K- 32.24% |
$353K - $384K
|
8.02K
$800K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 47.08% |
$1.16M - $1.26M
|
39.2K
$3.91M
|