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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.42% |
$101K - $113K
|
79.8K
$7.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-100- 1.17% |
$8.77K - $9.84K
|
8.47K
$826K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-765- 5.25% |
$67.1K - $75.3K
|
13.8K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.08% |
$351 - $393
|
374
$36.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-63- 1.59% |
$5.53K - $6.2K
|
3.91K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-36- 0.62% |
$3.16K - $3.54K
|
5.78K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
390+ 18.88% |
$34.2K - $38.4K
|
2.46K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 26.96% |
$117K - $131K
|
6.26K
$611K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-385- 28.37% |
$33.8K - $37.9K
|
972
$94.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.2K- 17.57% |
$193K - $217K
|
10.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
30+ 0.59% |
$2.63K - $2.95K
|
5.12K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 1.22% |
$12.9K - $14.5K
|
11.9K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 9.77% |
$50.3K - $56.4K
|
5.29K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-57- 2.53% |
$5K - $5.61K
|
2.19K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
20+ 0.19% |
$1.75K - $1.97K
|
10.6K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49New |
$4.3K - $4.82K
|
49
$4.78K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.07K- 15.27% |
$532K - $597K
|
33.7K
$3.29M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.13K- 57.56% |
$744K - $811K
|
5.99K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 0.41% |
$1.56K - $1.7K
|
4.13K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.9K+ 14.58% |
$3.56M - $3.88M
|
306K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-172- 1.64% |
$15.7K - $17.2K
|
10.3K
$1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 51.51% |
$1.04M - $1.13M
|
10.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.17K- 26.07% |
$107K - $117K
|
3.32K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.8K- 38.77% |
$531K - $579K
|
9.17K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.6K- 43.57% |
$1.33M - $1.45M
|
18.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-145- 26.13% |
$13.3K - $14.5K
|
410
$40K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.01K- 99.86% |
$733K - $799K
|
11
$1.07K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
823+ 1.69% |
$75.3K - $82.1K
|
49.5K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 11.7% |
$706K - $769K
|
73.6K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 10.62% |
$219K - $239K
|
20.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.63K- 50.83% |
$515K - $562K
|
5.45K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.24% |
$183 - $199
|
831
$81.1K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
260+ 8.95% |
$23.8K - $25.9K
|
3.16K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-196- 5.8% |
$17.9K - $19.5K
|
3.18K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.48% |
$183 - $199
|
419
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.6K- 48.13% |
$421K - $459K
|
4.96K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.3% |
$641 - $698
|
2.31K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.5K+ 6.79% |
$2.15M - $2.35M
|
370K
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
212+ 605.71% |
$19.4K - $21.1K
|
247
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 80.44% |
$1.49M - $1.62M
|
3.96K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 14.88% |
$95.9K - $104K
|
8.08K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 11.35% |
$139K - $152K
|
11.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
687+ 4.89% |
$62.9K - $68.5K
|
14.7K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.4K+ 6.88% |
$494K - $539K
|
83.8K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 22.8% |
$289K - $315K
|
17K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
556+ 3.37% |
$50.9K - $55.5K
|
17K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.64K+ 74.96% |
$791K - $862K
|
20.2K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.29K- 15.37% |
$301K - $328K
|
18.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.42KNew |
$221K - $241K
|
2.42K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.86K- 16.21% |
$262K - $285K
|
14.8K
$1.44M
|
|