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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
62+ 0.99% |
$5.74K - $6.24K
|
6.35K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.5% |
$185 - $201
|
402
$38.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.83% |
$185 - $201
|
242
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.44KNew |
$411K - $446K
|
4.44K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.99% |
$371 - $402
|
407
$38.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
181+ 1.07% |
$16.8K - $18.2K
|
17.1K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-975- 31.04% |
$90.3K - $98.1K
|
2.17K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-536- 8.35% |
$49.7K - $53.9K
|
5.89K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-101- 18.04% |
$9.36K - $10.2K
|
459
$43.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.21% |
$556 - $603
|
2.84K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$92.7 - $101
|
4.89K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
197+ 16.98% |
$18.3K - $19.8K
|
1.36K
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
120+ 1.7% |
$11.1K - $12.1K
|
7.17K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
99+ 0.29% |
$9.17K - $9.96K
|
34.4K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
469New |
$43.5K - $47.2K
|
469
$44.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.94KNew |
$272K - $295K
|
2.94K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-319- 0.85% |
$29.6K - $32.1K
|
37.3K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.9K- 99.91% |
$639K - $694K
|
6
$574
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 4.97% |
$8.62K - $9.35K
|
1.78K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 3.23% |
$3.71K - $4.02K
|
1.2K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50+ 1.26% |
$4.63K - $5.03K
|
4.03K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
630+ 1.08% |
$58.4K - $63.4K
|
59.2K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-64- 1.21% |
$5.93K - $6.44K
|
5.23K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
220+ 13.02% |
$20.4K - $22.1K
|
1.91K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30+ 1.0% |
$2.78K - $3.02K
|
3.04K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
289+ 0.83% |
$26.8K - $29.1K
|
35.3K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 1.2% |
$24.6K - $26.7K
|
21.9K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-38K- 90.24% |
$3.52M - $3.82M
|
4.11K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1K- 10.28% |
$92.7K - $101K
|
8.73K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.09K- 4.79% |
$379K - $411K
|
81.3K
$7.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.99% |
$3.98K - $4.32K
|
4.37K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.87KNew |
$266K - $289K
|
2.87K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.18KNew |
$294K - $319K
|
3.18K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-37- 0.33% |
$3.43K - $3.72K
|
11.3K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-30- 0.28% |
$2.78K - $3.02K
|
10.5K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.75KNew |
$440K - $478K
|
4.75K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.26KNew |
$209K - $227K
|
2.26K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
107+ 3.11% |
$9.91K - $10.8K
|
3.54K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.5KNew |
$417K - $452K
|
4.5K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
41+ 0.82% |
$3.8K - $4.12K
|
5.07K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-112- 4.25% |
$10.4K - $11.3K
|
2.53K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 76.2% |
$109K - $118K
|
368
$35.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-200- 2.67% |
$18.5K - $20.1K
|
7.28K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.34KNew |
$217K - $235K
|
2.34K
$224K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23KNew |
$207K - $224K
|
2.23K
$214K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.91K- 4.14% |
$177K - $192K
|
44.2K
$4.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 8.71% |
$2.13K - $2.31K
|
287
$27.5K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 3.47% |
$111K - $124K
|
39.4K
$3.77M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-385- 8.44% |
$32.3K - $36.1K
|
4.18K
$399K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.08KNew |
$594K - $664K
|
7.08K
$677K
|
|