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 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 3.91% |
$298K - $315K
|
82K
$8.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-236- 7.34% |
$22.8K - $24K
|
2.98K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
144New |
$13.9K - $14.7K
|
144
$14.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175- 26.32% |
$16.9K - $17.8K
|
490
$49.4K
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32.6K- 34.18% |
$3.14M - $3.32M
|
62.8K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
418New |
$40.3K - $42.6K
|
418
$42.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
331+ 30.51% |
$31.9K - $33.7K
|
1.42K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 6.44% |
$3.12M - $3.29M
|
535K
$53.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 15.48% |
$1.22M - $1.29M
|
94.2K
$9.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-145- 0.98% |
$14K - $14.8K
|
14.6K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-14.6K- 7.04% |
$1.4M - $1.48M
|
192K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 2.35% |
$273K - $288K
|
118K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-86- 1.13% |
$8.29K - $8.76K
|
7.55K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05K+ 83.59% |
$391K - $412K
|
8.9K
$896K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9- 0.28% |
$868 - $916
|
3.25K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 2.83% |
$1.16K - $1.22K
|
412
$41.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
320+ 1.29% |
$30.9K - $32.6K
|
25.1K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 36.04% |
$265K - $280K
|
4.87K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 8.23% |
$250K - $264K
|
34K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-11.4K- 52.35% |
$1.1M - $1.16M
|
10.4K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-422- 8.81% |
$40.7K - $43K
|
4.37K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.42K- 1.99% |
$812K - $857K
|
415K
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.17K- 43.3% |
$209K - $221K
|
2.84K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.95K+ 17.18% |
$381K - $403K
|
27K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 20.22% |
$147K - $155K
|
9.05K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 11.82% |
$13.8K - $14.6K
|
1.35K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.04K+ 4.34% |
$101K - $106K
|
25.1K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.79K+ 5.96% |
$366K - $386K
|
67.4K
$6.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-97- 98.98% |
$9.35K - $9.88K
|
1
$101
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.55KNew |
$246K - $260K
|
2.55K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-80- 3.27% |
$7.71K - $8.15K
|
2.37K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-296- 95.79% |
$28.5K - $30.1K
|
13
$1.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.85K- 13.59% |
$757K - $799K
|
49.9K
$5.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 8.33% |
$9.64K - $10.2K
|
1.1K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.76KNew |
$652K - $689K
|
6.76K
$681K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-115- 9.73% |
$11.1K - $11.7K
|
1.07K
$107K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
312+ 2.76% |
$30.1K - $31.8K
|
11.6K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
26+ 0.81% |
$2.51K - $2.65K
|
3.25K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-409- 9.53% |
$39.4K - $41.6K
|
3.88K
$391K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
500+ 4166.67% |
$48.2K - $50.9K
|
512
$51.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121+ 2.85% |
$11.7K - $12.3K
|
4.37K
$440K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.13K+ 81.65% |
$784K - $828K
|
18.1K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
556+ 12.69% |
$53.6K - $56.6K
|
4.94K
$498K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 6.43% |
$149K - $157K
|
25.5K
$2.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
7.61K+ 162.75% |
$733K - $775K
|
12.3K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.56K- 2.19% |
$729K - $770K
|
338K
$34M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
6.21K+ 70.71% |
$599K - $632K
|
15K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-289- 92.63% |
$27.9K - $29.4K
|
23
$2.32K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$193 - $204
|
3.74K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
86+ 2.2% |
$8.29K - $8.76K
|
3.99K
$402K
|
|