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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-676- 1.84% |
$61.9K - $67.4K
|
36K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.69KNew |
$246K - $268K
|
2.69K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
201+ 7.59% |
$18.4K - $20K
|
2.85K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2KClosed |
$110K - $120K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.45% |
$91.6 - $99.7
|
68
$6.64K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.03K- 23.04% |
$826K - $900K
|
30.1K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
11K+ 90.35% |
$1.01M - $1.1M
|
23.2K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
410+ 14.25% |
$37.5K - $40.9K
|
3.29K
$321K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480+ 86.64% |
$43.9K - $47.9K
|
1.03K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 3.92% |
$1.76M - $1.92M
|
509K
$49.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
395+ 8.88% |
$36.2K - $39.4K
|
4.85K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98New |
$8.97K - $9.77K
|
98
$9.57K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
536+ 1.15% |
$49.1K - $53.5K
|
47K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 11.11% |
$36.6K - $39.9K
|
3.2K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-15.1K- 6.97% |
$1.38M - $1.51M
|
202K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 16.7% |
$1.73M - $1.88M
|
94.2K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35KNew |
$124K - $135K
|
1.35K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64+ 0.91% |
$5.86K - $6.38K
|
7.1K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.18K- 99.97% |
$291K - $317K
|
1
$97.6
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.26K- 8.52% |
$116K - $126K
|
13.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.05K- 11.87% |
$829K - $903K
|
67.2K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
51.4KNew |
$4.71M - $5.13M
|
51.4K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-87- 1.9% |
$7.96K - $8.68K
|
4.5K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4+ 0.16% |
$366 - $399
|
2.53K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.17K+ 11.95% |
$565K - $615K
|
57.8K
$5.64M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.46KNew |
$591K - $644K
|
6.46K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.7K- 2.14% |
$705K - $768K
|
352K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.56K- 48.94% |
$326K - $355K
|
3.72K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-87- 0.58% |
$7.96K - $8.68K
|
14.8K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
974+ 4.45% |
$89.2K - $97.1K
|
22.9K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.09K+ 13.19% |
$374K - $408K
|
35.1K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
440+ 2.22% |
$40.3K - $43.9K
|
20.2K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 50.0% |
$9.16K - $9.97K
|
100
$9.76K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.65% |
$275 - $299
|
467
$45.6K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.39% |
$1.01K - $1.1K
|
2.8K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.32K- 58.82% |
$578K - $630K
|
4.42K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-46.4K- 89.63% |
$4.25M - $4.63M
|
5.38K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.51% |
$3.66K - $3.99K
|
7.96K
$777K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
209New |
$19.1K - $20.8K
|
209
$20.4K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.29K- 71.42% |
$484K - $528K
|
2.12K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.45K+ 104.33% |
$499K - $544K
|
10.7K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-36- 0.56% |
$3.3K - $3.59K
|
6.4K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-20- 0.38% |
$1.83K - $1.99K
|
5.19K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.2KNew |
$293K - $319K
|
3.2K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.13K- 4.25% |
$103K - $113K
|
25.4K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 12.66% |
$4.5M - $4.91M
|
438K
$42.7M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-300- 4.95% |
$27.5K - $29.9K
|
5.76K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
761+ 0.48% |
$69.7K - $75.9K
|
159K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
432New |
$39.5K - $43.1K
|
432
$42.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.06% |
$91.6 - $99.7
|
1.78K
$174K
|