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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-131- 0.69% |
$11K - $12.3K
|
18.8K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 2.13% |
$6.63K - $7.41K
|
3.79K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 6.25% |
$168 - $188
|
34
$3.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$168 - $188
|
2.76K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.6K+ 143.48% |
$2.06M - $2.31M
|
41.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
175+ 0.87% |
$14.7K - $16.4K
|
20.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-384- 12.16% |
$32.2K - $36K
|
2.77K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-889- 11.28% |
$74.6K - $83.4K
|
6.99K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-78- 2.64% |
$6.54K - $7.32K
|
2.87K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-11- 0.3% |
$923 - $1.03K
|
3.68K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.29% |
$4.36K - $4.88K
|
17.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.31KNew |
$193K - $216K
|
2.31K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19K+ 430.32% |
$100K - $112K
|
1.47K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$83.9 - $93.8
|
382
$36K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 3.47% |
$111K - $124K
|
39.4K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 22.82% |
$126K - $141K
|
5.09K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.7K- 9.38% |
$3.42M - $3.82M
|
393K
$37.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1K+ 4.35% |
$83.9K - $93.8K
|
24K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 30.84% |
$8.98K - $10K
|
240
$22.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.2K- 1.44% |
$436K - $487K
|
357K
$33.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
460New |
$38.6K - $43.2K
|
460
$43.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 15.23% |
$1.28M - $1.43M
|
115K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.38% |
$2.52K - $2.81K
|
7.88K
$743K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
58+ 0.93% |
$4.87K - $5.44K
|
6.28K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.13K- 14.94% |
$94.6K - $106K
|
6.42K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$188K - $210K
|
2.24K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
324New |
$27.2K - $30.4K
|
324
$30.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.21% |
$503 - $563
|
2.83K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
166+ 5.09% |
$13.9K - $15.6K
|
3.43K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
47+ 0.94% |
$3.94K - $4.41K
|
5.03K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.19% |
$839 - $938
|
5.29K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
385+ 2.21% |
$32.3K - $36.1K
|
17.8K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-414- 6.27% |
$34.7K - $38.8K
|
6.19K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
246+ 1.12% |
$20.6K - $23.1K
|
22.1K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 1.97% |
$46.2K - $51.7K
|
28.5K
$2.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-578- 1.62% |
$48.5K - $54.2K
|
35K
$3.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-697- 1.99% |
$58.5K - $65.4K
|
34.3K
$3.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
67+ 4.13% |
$5.62K - $6.29K
|
1.69K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-26- 0.86% |
$2.18K - $2.44K
|
3.01K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 6.52% |
$98.7K - $110K
|
16.9K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
312+ 4.05% |
$26.2K - $29.3K
|
8.02K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
403New |
$33.8K - $37.8K
|
403
$38K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12.3K- 22.64% |
$1.03M - $1.16M
|
42.1K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.53K+ 7.2% |
$212K - $237K
|
37.6K
$3.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-158- 12.56% |
$13.3K - $14.8K
|
1.1K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.41K- 2.92% |
$118K - $132K
|
46.9K
$4.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.36K+ 23.87% |
$114K - $128K
|
7.05K
$665K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
453+ 12.83% |
$38K - $42.5K
|
3.98K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18+ 0.54% |
$1.51K - $1.69K
|
3.33K
$314K
|